Professional
Added to YB: 2024-08-22
Pitch date: 2024-06-30
AMZN [bullish]
Amazon.com, Inc.
+16.9%
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
$193.49
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
Show full summary:
Baron Fifth Avenue Growth Fund Portfolio Holding: Amazon.com, Inc.
AMZN: Q1 beats w/ 12.5% YoY rev growth, 10.7% op margin. N.A. margins 5.8%, AWS 37.6%. Ad biz winning share. AWS reaccelerating post-optimization. E-commerce <20% of retail, cloud 13% of IT spend. GenAI tailwinds across stack. Long-term growth potential in core businesses.
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