Research Portal

U.S.-listed market research with live data and structured thesis notes.

Side-by-side research view

Compare names across metrics and research quality

Use up to 4 U.S.-listed names from this dashboard to compare valuation, growth, cash flow, balance-sheet strength, and the curated investment case in one place.

1 stocks in current compare
4 max names side by side
24 shared metrics lined up

Build a compare set

Enter comma-separated tickers from the dashboard universe. Duplicate tickers are ignored automatically.

Clear
Compute Stack AI Platforms Power Buildout Robotics
AMZN Platforms & Software

Amazon

Cloud + AI infrastructure platform

Detail page

AWS sells the compute, storage, networking, and managed services behind enterprise AI adoption.

Price $205.37
1D change -1.62%
Market cap $2.20T
Sector Consumer Cyclical

Shared metric table

Live market metrics plus reported quarterly revenue and profit QoQ rows.

Green and red only apply where direction is meaningful. Quarterly revenue and profit cells inherit the sign of the reported QoQ change, which can swing sharply when the prior quarter included a one-time item.

Metric AMZN
Price $205.37
1D Change -1.62%
Market Cap $2.20T
Enterprise Value $2.26T
Trailing P/E 28.6
Forward P/E 22.0
Price / Sales 3.1
EV / Revenue 3.2
Revenue Growth 13.6%
Earnings Growth 5.0%
Gross Margin 50.3%
Operating Margin 10.5%
Net Margin 10.8%
ROE 22.3%
Free Cash Flow $23.79B
FCF Margin 3.3%
Debt / Equity 0.43x
Current Ratio 1.05x
Dividend Yield —
Next Earnings Apr 30, 2026
Quarterly Revenue $213.39B
Revenue QoQ +18.4%
Quarterly Net Income $21.19B
Net Income QoQ +0.0%

AMZN thesis lens

Cloud + AI infrastructure platform

Why it could benefit

  • AWS sells the compute, storage, networking, and managed services behind enterprise AI adoption.
  • Anthropic exposure adds indirect upside to one of the leading frontier-model companies.
  • Retail and logistics can also benefit from AI productivity gains internally.

Moat / edge

  • Leading cloud footprint and long enterprise relationships.
  • Broad service catalog makes AWS sticky once workloads scale.
  • Cash generation from commerce funds infrastructure expansion.

What to watch

  • AWS growth relative to peers and capex intensity.
  • AI services mix, especially higher-margin managed offerings.
  • How much of Anthropic value the market begins to recognize.

Key risks

  • Commodity compute pricing can pressure returns on investment.
  • Retail margin or logistics issues can muddy the AI thesis.