Added to YB: 2024-08-19
Pitch date: 2024-08-16
AMZN [bullish]
Amazon.com, Inc.
+27.33%
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
$2.5T
Pitch Price
$177.64
Price Target
531.00 (+135%)
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
growth
Amazon: Investment Thesis & Simple Valuation
AMZN: 3x in 10yrs. Dominates e-comm (40% US share), cloud (31% share), growing in ads (14% US). Q1: N.Am e-comm +12% YoY, AWS +17% YoY. Proj 2032: $1.3T e-comm rev, $575B cloud rev, $130B ad rev. Strong moat: network effects, scale, low prices. Risks: competition, margin pressure. $6T mkt cap @ 15 P/E.
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