Added to YB: 2026-04-02
Pitch date: 2026-02-12
AMZN [bullish]
Amazon.com, Inc.
+5.88%
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
$198.88
Price Target
N/A
Dividend
N/A
EV/EBITDA
14.15
P/E
29.05
EV/Sales
3.20
Sector
Broadline Retail
Category
growth
Amazon.com, Inc. - $AMZN
AMZN: TTM core op income $95B ($86.7B reported + $8B Kuiper/Alexa/Zoox losses) = $76B after-tax. 27x core earnings for 2 best businesses in highest growth markets. Retail: 40% US eCommerce share, 27% ROIIC, $68.6B ads +22% YoY, widening moat via robotics/logistics. AWS: $128.7B rev +20% (Q4 +24%), $45.6B op income, 25% ROIIC, $200B capex = upside if AI demand sustains.
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