Professional
Added to YB: 2025-05-30
Pitch date: 2025-03-31
AMZN [neutral]
Amazon.com, Inc.
+20.4%
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
$187.86
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
Loomis Sayles Global Growth Fund Portfolio Holding: Amazon.com, Inc.
AMZN (holding update): Online retail & AWS cloud powerhouse with strong competitive moats. Q4: $188B revenue +9%, E-commerce +7-11%, AWS +19% ($29B, 15% of sales). Ads reached $55B run-rate. Operating income +60% to $21B (11% margin). AWS 37% margins (+700bps YoY). $38B TTM FCF. Expect continued double-digit growth; shares at significant discount to intrinsic value.
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