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Added to YB: 2024-06-24

Pitch date: 2024-04-18

AMZN [bullish]

Amazon.com, Inc.

+26.55%

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

$178.74

Price Target

N/A

Dividend

N/A

EV/EBITDA

16.24

P/E

32.54

EV/Sales

3.66

Sector

Broadline Retail

Category

growth

Show full summary:
Templeton & Phillips Capital Portfolio Holding: Amazon.com, Inc.

AMZN: More than just AI. AWS cloud & ad biz drive growth. Ad revs +24% YoY to $47B w/ 50% margins, seen >$100B. AWS at $91B revs w/ Gen AI oppty adding tens of $B more. Ecommerce margins up on regional fulfillment. Cheap at 11.9x FCF for 17% LT growth vs S&P 15x.

Read full article (5 min)