Professional
Added to YB: 2025-05-07
Pitch date: 2025-04-22
AMZN [neutral]
Amazon.com, Inc.
+23.3%
current return
Author Info
No bio for this author
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
$183.45
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
Polen Global Growth Portfolio Holding: Amazon.com, Inc.
AMZN (holding update): Fell 13% on weak Q1 guidance & China tariff concerns, but e-commerce platform resilient with AWS cloud & ad strength. Largest position, expecting ~20% 5yr earnings growth from revenue & margin expansion. Well-managed with sustainable advantages & long growth runway.
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