Added to YB: 2026-03-12
Pitch date: 2026-01-13
AMZN [bullish]
Amazon.com, Inc.
-13.11%
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
$2.3T
Pitch Price
$241.15
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.44
P/E
29.66
EV/Sales
3.26
Sector
Broadline Retail
Category
growth
Jensen Quality Growth Equity Composite New Position: Amazon.com, Inc.
AMZN (new position): Global platform w/ dominant positions in e-commerce, AWS cloud & retail ads. Long admired deep moat, added on recent volatility at discount to model. Expect ~10% rev CAGR, ~24% ROE, ~20% FCF CAGR. Strong balance sheet + margin expansion = higher long-term growth. High-quality compounder despite near-term volatility risk.
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