Added to YB: 2026-05-13
Pitch date: 2026-05-10
AMZN [bullish]
Amazon.com, Inc.
-0.31%
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
$2.9T
Pitch Price
$269.83
Price Target
N/A
Dividend
N/A
EV/EBITDA
17.29
P/E
32.17
EV/Sales
4.02
Sector
Broadline Retail
Category
growth
Why I Went Big on Amazon?
AMZN: Trading 28x trailing core earnings ($76B after-tax, adj for $8B losses in experimental projects). Retail dominates 40% U.S. e-commerce w/ strengthening moat via automation; advertising biz $69B (+22% growth). AWS $129B rev (+20% YoY, +24% Q4), $46B op income; custom AI chips $10B+ run-rate growing triple-digits. Retail & AWS each deliver mid-20%+ incremental ROIC. $200B capex ramp mispriced vs proven capital efficiency & AI tailwinds. Quality + runway justifies 28x multiple.
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