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Added to YB: 2025-11-04

Pitch date: 2025-10-31

AMZN [neutral]

Amazon.com, Inc.

-11.42%

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

$255.36

Price Target

N/A

Dividend

N/A

EV/EBITDA

16.24

P/E

32.54

EV/Sales

3.66

Sector

Broadline Retail

Category

growth

Show full summary:
Theodosian Capital | Stocks Update 31/10/2025 - AMZN – Delivers

AMZN (earnings): Strong Q3 w/ +13% rev to $180bn, AWS +20% to $33bn. Op margin up to 12% (adj for $4.3bn one-offs). Op cash flow +16% to $131bn but FCF fell to $15bn on $51bn capex surge for AI. Q4 guides $206-213bn rev. Trading 32x 2026E earnings vs consensus EPS growth from $6.83 in 2025 to $11.26 in 2028.

Read full article (1 min)