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AMZN$262.40-3.04%
Fair $262.40+0.0%

AMZN

Amazon.com, Inc.

Consumer Cyclical / Internet RetailNasdaqGS

$262.40

-8.24 (-3.04%)

Fairly Valued+0.0%Fair Value $262.40Fund rank 29/100 · Data gapFallback financials|
SA 54/C
F-Score: 7/9

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 31% · confianza 25%

FCF escenarios

weak_data · normalized FCF $32.2B · quality 47.7/100

Data gap 29/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 31/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

54/100

C

Piotroski

7/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 19Warnings: 0unknown: 19
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified.
Thesis & Journal · AMZNLocal privado en este navegador · Amazon.com, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$2.82T

P/E

30.7x

↑

EV/EBITDA

17.6x

↑

ROE

18.9%

↑

Gross Margin

50.3%

↑

Debt/Equity

0.37

↓
52-Week Range$262
$196$279

TradingView lightweight chart

AMZN price, volumen y niveles de valoración

Último $262.40Periodo +5771.9%
Fair value: $262.40

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2007–2025 · 18 años de histórico normalizado

Revenue CAGR

+24.0%

FCF CAGR

+11.0%

FCF margin

1.1%

FCF / Net income

0.10x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $716.92B · net income $77.67B · FCF $7.70B

2007-FY → 2025-FY

Gross margin

50.3%+27.7% pts

Operating margin

11.2%+6.7% pts

Net margin

10.8%+7.6% pts

FCF margin

1.1%-6.9% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016
2015
2014
2013
2012
2011
2010
2009
2008
2007
Income Statement
Revenue$716.92B$716.92B$637.96B$574.78B$513.98B$469.82B$386.06B$280.52B$232.89B$177.87B$135.99B$107.01B$88.99B$74.45B$61.09B$48.08B$34.20B$24.51B$19.17B$14.84B
Net Income$77.67B$77.67B$59.25B$30.43B$-2.72B$33.36B$21.33B$11.59B$10.07B$3.03B$2.37B$596.0M$-241.0M$274.0M$-39.0M$631.0M$1.15B$902.0M$645.0M$476.0M
EBITDA$165.34B$165.34B$123.81B$89.40B$38.35B$59.31B$48.08B$36.33B$27.76B$15.58B$12.30B$8.51B$3.79B$3.21B$2.33B$1.90B$1.96B$1.51B$1.15B$901.0M
EPS7.177.175.532.90-0.273.242.091.151.010.310.250.06-0.030.03-0.000.070.130.100.070.06
Gross Margin50.3%50.3%48.9%47.0%43.8%————————————22.6%22.3%22.6%
Operating Margin11.2%11.2%10.8%6.4%2.4%5.3%5.9%5.2%5.3%2.3%3.1%2.1%0.2%1.0%1.1%1.8%4.1%4.6%4.4%4.4%
Net Margin10.8%10.8%9.3%5.3%-0.5%7.1%5.5%4.1%4.3%1.7%1.7%0.6%-0.3%0.4%-0.1%1.3%3.4%3.7%3.4%3.2%
Balance Sheet
Debt/Equity0.370.370.460.670.960.350.340.380.540.890.400.610.770.330.380.030.030.020.15—
Current Ratio1.181.18——————————————————
Cash Flow
Free Cash Flow$7.70B$7.70B$32.88B$32.22B$-16.89B—————$10.47B$7.45B$1.95B$2.03B$395.0M$2.09B$2.52B$2.92B$1.36B$1.18B
Returns
ROE18.9%18.9%20.7%15.1%-1.9%24.1%22.8%18.7%23.1%10.9%12.3%4.5%-2.2%2.8%-0.5%8.1%16.8%17.2%24.1%39.8%
Valuation
P/E30.6930.6940.5450.08————————————————
EV/EBITDA17.5817.5819.8317.7425.12———————————————
P/B6.916.918.407.556.01———————————————
Growth & Yield
Revenue Growth12.4%12.4%11.0%11.8%—21.7%37.6%20.5%30.9%30.8%27.1%20.2%19.5%21.9%27.1%40.6%39.6%27.9%29.2%—
EPS Growth29.7%29.7%90.7%1174.1%—55.0%81.7%14.3%227.5%25.5%292.0%340.4%-188.1%755.6%-106.6%-45.8%24.0%36.9%33.0%—

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

48.1%

muy exigente

EPS terminal req.

$23.28

Spread vs growth

-18.4%

5Y implied EPS CAGR

31.5%

muy exigente

EPS terminal req.

$28.17

Spread vs growth

-1.8%

10Y implied EPS CAGR

20.3%

exigente

EPS terminal req.

$45.37

Spread vs growth

9.4%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +28.0%

Total return

+28.0%

Start / end P/E

37.1x → 36.6x

EPS bridge

5.53 → 7.17

Residual

-0.4%

EPS growth+29.7%
Multiple rerating-1.3%
Dividend+0.0%
Residual / FX / buybacks / cross-term-0.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.