Professional
Added to YB: 2025-01-20
Pitch date: 2025-01-16
AMZN [bullish]
Amazon.com, Inc.
+0.15%
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
$2.5T
Pitch Price
$225.84
Price Target
N/A
Dividend
N/A
EV/EBITDA
16.24
P/E
32.54
EV/Sales
3.66
Sector
Broadline Retail
Category
growth
Nightview Capital Portfolio Holding: Amazon.com, Inc.
AMZN: Retail margin expansion via AI efficiencies, ad biz at $55B run rate (+20% YoY), AWS >$100B rev w/ 35% EBIT margin. E-comm only 16% US retail sales, room to grow. AI-driven optimization in ads. $50B CAPEX, mostly AWS. Balanced portfolio w/ high-growth potential across retail, ads, cloud.
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