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Added to YB: 2025-09-30

Pitch date: 2025-09-27

AMZN [bullish]

Amazon.com, Inc.

+2.78%

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

$2.5T

Pitch Price

$220.08

Price Target

327.00 (+45%)

Dividend

N/A

EV/EBITDA

16.24

P/E

32.54

EV/Sales

3.66

Sector

Broadline Retail

Category

value

Show full summary:
Amazon (AMZN US) – Cheap on 33x earnings

AMZN: Despite AI capex surge to $83B (vs $17B in 2019), ROCE hit 14yr high at 15.4%, ROE 20.7%. EBIT margin improved from 2.4% to 10.8%. Trades at 33x 2025 EPS (lowest since GFC) compressing to 20x 2028 consensus. Analyst PTs avg $265 vs current $220. Quality biz at discount.

Read full article (5 min)