Monday, May 20, 2024

Amazon Could Be A Dominant Leader In AI Infrastructure Alongside Nvidia (NASDAQ:AMZN)

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gorodenkoff

I analyzed Amazon (NASDAQ:AMZN) on Seeking Alpha in January, and since then, my research into the company has deepened, and my overall thesis has developed significantly. I still believe Amazon is a fantastic long-term Buy. A large part of why I

AMZN NVDA META GOOGL MSFT
Market Cap $1.88T $2.16T $1.10T $2.06T $2.99T
P/E GAAP FWD 43.65 38.32 21.44 22.01 34.05
PEG Non-GAAP FWD 1.82 1.04 1.03 1.17 2.48
EPS FWD Long-Term Growth (3-5Y CAGR) 23.8% 33.86% 21.13% 18.91% 13.72%
TTM R&D Expenses ($85,622 million) ($8,675 million) ($36,606 million) ($43,897 million) ($28,193 million)
TTM Net Capital Expenditure ($48,133 million) ($1,069 million) ($26,622 million) ($37,974 million) ($39,547 million)
TTM R&D as % of Market Cap 4.55% 0.40% 3.33% 2.13% 0.94%
TTM Net Capital Expenditure as % of Market Cap 2.56% 0.05% 2.42% 1.84% 1.32%

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