Added to YB: 2026-03-25
Pitch date: 2026-03-22
AMZN [bullish]
Amazon.com, Inc.
-1.22%
current return
Author Info
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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
$209.79
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.28
P/E
29.31
EV/Sales
3.22
Sector
Broadline Retail
Category
growth
5 Undervalued Heavy Moat Stocks I Will Be Buying - Amazon.com, Inc.
AMZN: AWS growth accelerating to 24% YoY (up from sub-20%), driven by Anthropic clusters + $50B OpenAI deal. UBS sees 38% AWS growth possible in 2025. At 25% CAGR, AWS hits $400B rev by 2030; 30% margin, 25x exit = $2.9T value. Discounted at 10%, AWS worth $1.8T today vs $2.2T market cap, implying e-commerce/ads at just $400B (20x OI = $700B). ~15% undervalued with AI upside optionality.
Read full article (2 min)