Professional
Added to YB: 2025-01-14
Pitch date: 2025-01-11
AMZN [bullish]
Amazon.com, Inc.
+3.73%
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
$2.4T
Pitch Price
$218.06
Price Target
N/A
Dividend
N/A
EV/EBITDA
15.96
P/E
31.96
EV/Sales
3.59
Sector
Broadline Retail
Category
growth
Alphyn Capital Management Portfolio Holding: Amazon.com, Inc.
AMZN: Strong Q4 execution. 40M users free same-day shipping. Int'l ops now profitable. Ad rev $14.3B (+19% YoY). AWS+AI rev $30B (+19% YoY). $75B capex for AI infra, rising to $90B next yr. Margin gains from logistics investments. Pivoted from healthcare to high-velocity pharmacy. AI revs growing 3x faster than early AWS.
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