Professional
Added to YB: 2024-08-13
Pitch date: 2024-07-17
AMZN [bullish]
Amazon.com, Inc.
+19.3%
current return
Author Info
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Company Info
Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally.
Market Cap
$2.4T
Pitch Price
$189.59
Price Target
390.00 (+72%)
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
The Nightview Capital Portfolio Holding: Amazon.com, Inc.
AMZN: $390 PT. Strong core biz, undervalued ad segment ($55B run-rate, 80% GM). Logistics as service expanding. Retail margins improving post-COVID. AWS growth 15-20%. DCF model: $290 fair value (10.75% WACC, $250B 2030 FCFF, 13x EV/EBITDA exit). Upside from margin expansion, WACC reduction, CAPEX deflation, int'l e-com growth.
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