Added to YB: 2026-08-20
Pitch date: 2026-08-18
AMZN [bullish]
Amazon.com, Inc.
-2.33%
current return
Author Info
I run the LASER Index, which is a portfolio of stocks that has generated ~40%/year since inception. I currently rank in the top 1% of all analysts according to TipRanks. Sign up for the newsletter.
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
$2.8T
Pitch Price
$260.85
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.70
P/E
20.87
EV/Sales
3.77
Sector
Broadline Retail
Category
growth
Amazon: The Computing Supermajor
AMZN (holding update): Valuing AMZN as if it's just AWS: ~$170B annualized rev, 37% growth (Q2'26), 39% AWS op margin, ~30% FCF margin = $4.64 FCF/share, ~1.8% yield at $260. Chips & AI biz each >$25B, triple-digit growth. Jassy sees $1T+ AWS potential. Incl. $90B ads biz (30-40% margin, +25%) at 15% blended FCF margin = 4.7% yield growing 20% vs 4.2% 10yr. Mkt cap $2.8T; AWS alone worth ~$2T. Held in LASER Index.
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