Added to YB: 2026-02-11
Pitch date: 2026-02-06
AMZN [neutral]
Amazon.com, Inc.
-1.97%
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
$208.97
Price Target
N/A
Dividend
N/A
EV/EBITDA
13.92
P/E
28.56
EV/Sales
3.14
Sector
Broadline Retail
Category
growth
Theodosian Capital | Stocks Update 6/2/2026 - AMZN – FY results; Eye-watering capex
AMZN (earnings): Rev +12% to $717bn, gross margin hit record 50.3% (+10ppts since 2020), EBIT margin 11.2% (+880bps from 2022 trough), EPS $7.17 vs $5.53. Eye-watering $132bn capex (vs $140bn op cash flow) for AI, guiding $200bn capex 2026 (4x 2023!). Either AI pays off or capex normalizes boosting FCF. 23.2x 2027 P/E reasonable for quality.
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