Added to YB: 2025-08-11
Pitch date: 2025-08-07
AMZN [neutral]
Amazon.com, Inc.
+1.37%
current return
Author Info
Cosmic Capital is a former equity analyst at billion dollar long-only funds which outperformed their benchmarks by 4-5% annually who shares research on the world's best companies. Sign up for the newsletter.
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
$223.14
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
Amazon 2Q25 Results - AWS Analysis
AMZN (earnings update): 2Q25 beat expectations with 13% rev growth, 31% EBIT rise, 11.4% margins. Core business strong with advertising +23%. AWS disappointed at 17% growth vs Azure/GCP's AI-driven acceleration. Custom Trainium chips reducing AI costs by 70% vs Nvidia. Still well-positioned with largest cloud, multiple AI partnerships. Fwd P/E 30x, growing EBIT >20% next 4yrs.
Read full article (11 min)