Professional
Added to YB: 2026-01-26
Pitch date: 2026-01-15
AMZN [bullish]
Amazon.com, Inc.
-14.31%
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
$2.2T
Pitch Price
$239.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.92
P/E
28.56
EV/Sales
3.14
Sector
Broadline Retail
Category
value
Wedgewood Partners New Position: Amazon.com, Inc.
AMZN (new position): Lagged indices 5 yrs despite cash flow returns rebounding to record 20%+ levels. Trading 13x 2026 EV/EBITDA vs 25x pre-COVID, 17x 10yr avg. Mgmt focused on capacity/cost discipline. AWS accelerating 20%+ growth w/ AI workloads, expanding margins on proprietary hardware. Advertising added $50B revenue, $20-25B incremental profit. Expect double-digit growth, margin expansion.
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