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Added to YB: 2025-01-30

Pitch date: 2025-01-27

AMZN [bullish]

Amazon.com, Inc.

-3.46%

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

$234.29

Price Target

N/A

Dividend

N/A

EV/EBITDA

16.24

P/E

32.54

EV/Sales

3.66

Sector

Broadline Retail

Category

value

Show full summary:
RGA Investment Advisors Portfolio Holding: Amazon.com, Inc.

AMZN: E-commerce moat from FC investments + AWS adapting to AI era. FCF set to double 2024-2026, bought at 4.5% 2026 FCF yield. 30x AWS EBITDA w/ e-commerce "free". Undervalued vs WMT/COST at 40-50x P/E. AWS growing 20%, e-com margins expanding. Compelling value in Mag7.

Read full article (2 min)