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Stocks/Consumer Discretionary/Broadline Retail

AmazonAMZN

Broadline Retail · Seattle, Washington · In the S&P 500
Solid businessPricier than peers
$240.35−1.41%After hours: $240.80 (+0.19%)At the close, 30 Oct · Prices from CNBC, may be delayed
▲ 4.4% over 1 year
Amazon over 1 yearDaily close, $, to 30 Oct 2026
$200$225$250$275Nov2026MarMayJulSep$240.35$200$250NovMarJul$240.35
Source: Nasdaq daily closes
Market value$2.59T
Price to earnings19.4x
Forward P/E25.7x
Dividend yield–
Year to date+4.1%
One year+4.4%
Next earningsNot scheduled
SectorConsumer Discretionary
52-week range (closes)
$198.79$284.02

Quality and valuation

How Amazon compares with other consumer discretionary stocks. A description, not a recommendation.

Amazon and 3 broadline retail peers. Across: valuation (P/E) against the sector. Up: business quality against the sector. Hover or tap a logo for its numbers.

Business quality: about averageValuation: pricier than most

An average business among consumer discretionary companies, priced above most of them.

Amazon trades at 25.7 times the next 12 months of expected earnings, against a median of 19.5x for the 66 consumer discretionary stocks we cover. The quality score blends where it ranks on revenue growth, gross margin, operating margin and free-cash-flow margin (net margin for banks and insurers) over the last 12 months, from SEC filings.

  • Revenue grew faster than the sector median: +15.4% vs +8.1%
  • Keeps more of each sale (gross margin): 51.4% vs 40.5%
  • Less profitable (operating margin): 13.1% vs 13.8%
  • Turns less of its sales into cash: −5.9% vs 10.1%
AMZN trades at 25.7x forward earnings, above the sector medianForward p/e, Broadline Retail peers
JD6.9xPDD6.9xBABA12.3xEBAY19.2xAMZN25.7xMELI37.8xSE47.3xCPNG73.7xSector median 19.5xJD6.9xPDD6.9xBABA12.3xEBAY19.2xAMZN25.7xMELI37.8xSE47.3xCPNG73.7xSector median 19.5x
Source: CNBC quotes; Mostly Markets
At 19.4x earnings, AMZN is cheaper than its average since Nov 2024Price over the last 12 months of reported (GAAP) diluted EPS
P/EUsual range (±1 s.d.)
30x40x50xAverage 33.3x2025202619.4x40xAverage 33.3x2025202619.4x
Source: Nasdaq prices; SEC filings

Financials

From Amazon's SEC filings, through the quarter ending 30 Sep 2026. Hover or tap a bar for its value.

Revenue grew 12.1% from a year earlierQuarterly revenue, $bn, latest Q3 ’26
$0bn$100bn$200bnQ4 ’24Q2 ’25Q4 ’25$202bnQ3 ’26$0bn$100bn$200bnQ4 ’24Q2 ’25Q4 ’25$202bnQ3 ’26
Source: SEC filings
Growth slowed to +12.1% last quarterRevenue growth, year on year, %
0%5%10%15%Q4 ’24Q2 ’25Q4 ’2512.1%Q3 ’260%10%Q4 ’24Q2 ’25Q4 ’2512.1%Q3 ’26
Source: SEC filings
Operating margin was 13.9% last quarterOperating income as a share of revenue, %
0%5%10%Q4 ’24Q2 ’25Q4 ’2513.9%Q3 ’260%5%10%Q4 ’24Q2 ’25Q4 ’2513.9%Q3 ’26
Source: SEC filings
Free cash flow was −$46.9 billion over 12 monthsQuarterly free cash flow (operating cash flow minus capex), $bn
$-20bn$0bnQ4 ’24Q2 ’25Q4 ’25−$34.8bnQ3 ’26$-20bn$0bnQ4 ’24Q2 ’25Q4 ’25−$34.8bnQ3 ’26
Source: SEC filings
Last 12 monthsAMZNSector median
Revenue growth+15.4%+8.1%
Gross margin51.4%40.5%
Operating margin13.1%13.8%
Free cash flow margin−5.9%10.1%
Price to earnings19.4x21.0x

Stories on Amazon

Thursday, 29 October
Earnings

Amazon (AMZN) Q3: AWS Speeds Up, but Ads and Earnings Miss Estimates

AWS grew 39%, ahead of estimates, but Amazon missed on earnings per share and ads and guided Q4 operating income below forecasts. The stock slid 6.5% after hours as of 5:20 p.m. ET.

AMZN▼ 6.5%AH
A collage of a conveyor of cardboard parcels rising into glowing server towers, crossed by a red arrow
Big movers

Stocks Making the Biggest Moves After Hours: Intel, Reddit, Stryker, Pinterest and Amazon

Intel plunged 19.6% after hours on a weak forecast, Reddit 16.7% on soft guidance and a traffic warning, and Amazon slid 6.5% after missing on earnings per share and ads.

INTC▼ 19.6%AH
Screens of market charts
Chart

Apple Leads the Magnificent Seven in 2026 as Alphabet Slides Into the Red

Apple is up 28.3% this year as of Thursday's close. Alphabet's 12.6% drop after its results left it down 9.3%, one of three of the seven now below where they started 2026.

AAPL▲ 1.5%
Screens of market charts

Similar companies

Broadline Retail, by market value.

CompanyPriceTodayYTDValue
BABAAlibaba$98.04−1.51%−33.1%$244B
PDDPDD Holdings$78.61−0.85%−30.7%$112B
MELIMercadoLibre$1,624.53−2.14%−19.3%$82.36B
EBAYeBay$121.64+0.37%+39.7%$54.13B
SESea Limited$74.24−3.02%−41.8%$42.09B
JDJD.com$25.68+0.20%−10.5%$36.19B
CPNGCoupang$14.37−1.37%−39.1%$25.83B
ETSYEtsy$88.96−2.87%+60.5%$7.67B