Added to YB: 2026-08-11
Pitch date: 2026-08-08
AMZN [neutral]
Amazon.com, Inc.
+1.49%
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
$3.0T
Pitch Price
$274.01
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.56
P/E
22.07
EV/Sales
3.98
Sector
Broadline Retail
Category
growth
Big Tech ROIC Analysis - AMZN
AMZN (overview): Analysis of AI capex ROIC using Jassy's Q2 2026 project economics: ~3yr payback, 5-6yr useful life. Author's math: ~25% IRR at project level; weighting 2/3 chips (6mo lead) + 1/3 datacenter (2yr lead) yields ~18% pre-tax IRR, low-teens after tax. Conservative (assumes all-equity funding). Bullish on incremental economics. Risks: tenant defaults on 5yr contracts, chip obsolescence, demand collapse/overbuild post yr 5-6.
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