Amazon Com Inc's Competitiveness
A competitive positioning analysis and financial ratio benchmarking of Amazon Com Inc (AMZN) against its publicly traded competitors: sales growth, net income, profitability, valuation and market share, plus each peer's market capitalization, revenue, income and employees. Free below: the top 5 peers. Subscriber access adds the full competitor list and CSV downloads.
Key Findings: Amazon Com Inc vs Its Competitors
- TTM: Trailing 12-month revenue of 798,097M vs 2,292,195M combined for its competitors (25.8% combined share).
- Trending: Latest-quarter revenue run-rate is holding steady (+1.3% annualized vs trailing 12 months), vs accelerating (+5.4%) for its tracked peer group.
- Growth: Amazon Com Inc generated 12.1% revenue growth year over year in Q3 2026, vs 14.0% for its competitors combined.
- Profitability: Its 10.2% net margin compares with 19.1% for the peer group.
- Scale: Amazon Com Inc ranks #1 of 36 companies by market capitalization in the Internet, E-commerce, Online Shops industry, holding 96.7% of industry market cap.
- Peer revenue share: Amazon Com Inc accounted for 25.1% of combined revenue among its tracked peer group, down from 25.4% a year earlier.
- Peer differentiation: Revenue per employee of $0.51M compares with $0.52M for the peer group (1.0x).
- Structure: Amazon Com Inc operates in the following segments: North America, Amazon Web Services, International.
Every figure above is sourced and cited in detail further down this page (Market Structure, Profitability & Cost Structure, Productivity vs Peers).
AMZN Sales vs. its Competitors, Q3 2026
Amazon Com Inc reported revenue growth of 12.14 % year on year in Q3 2026, below its competitors' combined revenue growth of 14.01 %.
With a net margin of 10.24 %, Amazon Com Inc reported lower profitability than its competitors (19.11 %).
Amazon Com Inc generated 25.07 % of the combined sales of its peer group, down from 25.39 % a year earlier.
Amazon Com Inc vs. its Competitors, Q3 2026
Revenue growth, year on year
Net income growth, year on year
Net margin
Revenue run-rate vs trailing 12 months
TTM net margin
TTM = trailing twelve months. Run-rate annualizes the latest quarter (×4) and compares it to TTM. In millions of $. High-Confidence Competitors are named as a competitor directly in Amazon Com Inc reports; Similar-Size Competitors are the closest peers by market-cap rank within the same industry; Similar Growth & Profitability Competitors are the closest peers by combined revenue growth, operating margin and ROIC, all independent of the competitor list.
TTM revenue, latest-quarter run-rate and net income/margin benchmarked across Amazon Com Inc and its 4 competitor groupings. Available under Commercial License.
| Entity | TTM Revenue | Rev Run-rate vs TTM |
|---|---|---|
| Amazon com Inc | $12,345M | +12.3% · Accelerating |
| Competitors combined | $12,345M | +12.3% · Accelerating |
| High-Confidence Competitors (37) | $12,345M | +12.3% · Accelerating |
| Similar-Size Competitors (3) | $12,345M | +12.3% · Accelerating |
| Similar Growth & Profitability (4) | $12,345M | +12.3% · Accelerating |
TTM revenue, run-rate and net margin benchmarking across Amazon Com Inc's competitor groups requires a Commercial License.
For context: the Internet, E-commerce, Online Shops industry grew revenue 45.7% year over year, combined, vs 12.1% for Amazon Com Inc. Amazon Com Inc's share of combined industry revenue moved from 74.81% to 57.58%, a loss of 17.24 percentage points.
Amazon Com Inc's Competitor Quality Breadth
Group definitions: see Methodology: Performance Group Definitions.
| Entity | Profitable | Expanding | Above Industry Growth | Distressed |
|---|---|---|---|---|
| Amazon com Inc | Yes | Yes | Yes | No |
| Competitors combined (139) | ||||
| High-Confidence Competitors (197) | ||||
| Similar-Size Competitors (5) | ||||
| Similar Growth & Profitability (8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 100.00 % (8 of 8) | 0.00 % (0 of 8) |
Source: CSIMarket API, trailing 12 months. Altman Z-Score is not shown here: it is not populated in the underlying data for any company. Percentages are of companies in each group that report the relevant metric, not of the full group size.
AMZN Stock Performance relative to its Competitors
AMZN Stock Performance relative to High-Confidence Competitors
AMZN Stock Performance relative to Similar-Size Competitors
AMZN Stock Performance relative to Similar Growth & Profitability Competitors
5 Best-Performing Tracked Competitors, Trailing 12 Months
| # | Competitor | TTM Share Price Return | vs U.S.A. 500 |
|---|---|---|---|
| 1 | Gigacloud Technology Inc | 282.9% | Outperformed |
| 2 | Pubmatic Inc | 282.9% | Outperformed |
| 3 | Upland Software Inc | 282.9% | Outperformed |
| 4 | Butler National Corp | 282.9% | Outperformed |
| 5 | Designer Brands Inc | 282.9% | Outperformed |
TTM share price return and U.S.A. 500 outperformance for Amazon Com Inc's best-performing competitors requires a Commercial License.
Source: CSIMarket API, trailing 12 months.
Amazon Com Inc's Comment on Competition and Industry Peers
Publicly Traded Peers of Amazon com Inc
Revenue and income for trailing 12 months, in millions of $, except employees| Company | Market Cap | Revenues |
|---|---|---|
| 2,843,835.09 | 798,097.00 | |
| 5,066,287.72 | 478,834.00 | |
| 3,990,534.78 | 346,445.00 | |
| 3,484,560.32 | 471,097.00 | |
| 1,018,950.16 | 735,840.00 | |
| 630,396.63 | 1,960.73 | |
| SUBTOTAL | 22,571,094.74 | 5,417,782.92 |
Sign in to see all competitors of Amazon com Inc .
Sources: see Methodology: Peer & Competitor Identification, Sourcing.
Updated on:
Focus of this report: publicly traded companies. Ten additional tables on Amazon com Inc versus competitors, including market share analysis, are in the navigation menu under Competition. To download the tables, please subscribe.
Amazon Com Inc's Competitors Named by the Company
Competitive relationships identified from Amazon Com Inc reports and corroborating sources, each with a basis and confidence.| Competitor | Basis | Confidence |
|---|---|---|
| Fastly Inc | Company report | 85% |
| Liveone Inc | Company report | 85% |
| Adt Inc | Company report | 85% |
| Jfrog Ltd | Company report | 85% |
| Snowflake Inc | Company report | 85% |
| Freecast Inc | Company report | 85% |
| Kaltura Inc | Company report | 85% |
| Eva Live Inc | Company report | 85% |
| Amc Global Media Inc | Company report | 85% |
| F5 Inc | Company report | 85% |
| Match Group Inc | Company report | 85% |
| Veritone Inc | Company report | 85% |
| Data Storage Corporation | Company report | 85% |
| Podcastone Inc | Company report | 85% |
| Liberty Media Corporation | Company report | 85% |
| Ast Spacemobile Inc | Company report | 85% |
| L3harris Technologies Inc | Company report | 85% |
| Gamestop Corp | Company report | 85% |
| Digital Turbine Inc | Company report | 85% |
| Iren Limited | Company report | 85% |
| Mongodb Inc | Company report | 85% |
| Veeva Systems Inc | Company report | 85% |
| Glidelogic Corp. | Company report | 85% |
| Tilly s Inc | Company report | 85% |
| Domo Inc | Company report | 85% |
| Gloo Holdings Inc | Company report | 85% |
| Build a bear Workshop Inc | Company report | 85% |
| Barnes and Noble Education Inc | Company report | 85% |
| Prestige Consumer Healthcare Inc | Company report | 85% |
| Goliath Film And Media Holdings | Company report | 85% |
| Sprouts Farmers Market Inc | Company report | 85% |
| Capstone Companies Inc | Company report | 85% |
| Nice Ltd | Company report | 85% |
| Direct Digital Holdings Inc | Company report | 85% |
| Ipower Inc | Company report | 85% |
| Cerence Inc | Company report | 85% |
| Pinterest Inc | Company report | 85% |
| American Well Corporation | Company report | 85% |
| Arlo Technologies Inc | Company report | 85% |
| Carvana Co | Company report | 85% |
| LQR | Company report | 85% |
| Growgeneration Corp | Company report | 85% |
| Unity Software Inc | Company report | 85% |
| Venhub Global Inc | Company report | 85% |
| Our Bond Inc | Company report | 85% |
| Spotify Technology S a | Company report | 85% |
| Picocela Inc | Company report | 85% |
| Amc Robotics Corporation | Company report | 85% |
| Jumia Technologies Ag | Company report | 85% |
| Farmer Brothers Co | Company report | 85% |
| Teladoc Health Inc | Company report | 85% |
| Kwikclick Inc | Company report | 85% |
| Curiositystream Inc | Company report | 85% |
| Grupo Televisa S a b | Company report | 85% |
| Crexendo Inc | Company report | 85% |
| Amcon Distributing Co | Company report | 85% |
| Sharonai Holdings Inc | Company report | 85% |
| Cargurus Inc | Company report | 85% |
| Ai Era Corp | Company report | 85% |
| I3 Verticals Inc | Company report | 85% |
| Smartrent Inc | Company report | 85% |
| Webtoon Entertainment Inc | Company report | 85% |
| Brand House Collective Inc | Company report | 85% |
| Playboy Inc | Company report | 85% |
| Karat Packaging Inc | Company report | 85% |
| Ziff Davis Inc | Company report | 85% |
| Telecom Argentina Sa | Company report | 85% |
| Appsoft Technologies Inc | Company report | 85% |
| Pubmatic Inc | Company report | 85% |
| Couchbase Inc | Company report | 85% |
| Innovative Eyewear Inc | Company report | 85% |
| Movano Inc | Company report | 85% |
| Urban One Inc | Company report | 85% |
| Dropbox Inc | Company report | 85% |
| Healthlynked Corp | Company report | 85% |
| Sirius Xm Holdings Inc | Company report | 85% |
| OneMeta Inc. | Company report | 85% |
| Adtran Holdings Inc | Company report | 85% |
| Vsee Health Inc | Company report | 85% |
| Perion Network Ltd | Company report | 85% |
| Lqr House Inc | Company report | 85% |
| Thredup Inc | Company report | 85% |
| Liberty Global Ltd | Company report | 85% |
| TV Channels Network Inc. | Company report | 85% |
| Doordash Inc | Company report | 85% |
| Magnite Inc | Company report | 85% |
| Shenandoah Telecommunications Company | Company report | 85% |
| Viant Technology Inc | Company report | 85% |
| Pc Connection Inc | Company report | 85% |
| Jeffs Brands Ltd | Company report | 85% |
| Winmark Corporation | Company report | 85% |
| Taboola com Ltd | Company report | 85% |
| Criteo S a | Company report | 85% |
| Applovin Corporation | Company report | 85% |
| Tegna Inc | Company report | 85% |
| Pacific Sports Exchange Inc. | Company report | 85% |
| Trade Desk Inc | Company report | 85% |
| Camping World Holdings Inc | Company report | 85% |
| Qvc Group Inc | Company report | 85% |
| Beasley Broadcast Group Inc | Company report | 85% |
| BMP AI Technologies, Inc. | Company report | 85% |
| Hashicorp Inc | Company report | 85% |
| HRYU | Company report | 85% |
| Alliance Entertainment Holding Corporation | Company report | 85% |
| Godaddy Inc | Company report | 85% |
| Teads Holding Co | Company report | 85% |
| Datchat Inc | Company report | 85% |
| Versus Systems Inc | Company report | 85% |
| Sun Country Airlines Holdings Inc | Company report | 85% |
| Conn s Inc | Company report | 85% |
| Wearable Devices Ltd | Company report | 85% |
| Global Interactive Technologies Inc | Company report | 85% |
| Psq Holdings Inc | Company report | 85% |
| A10 Networks Inc | Company report | 85% |
| Beamr Imaging Ltd | Company report | 85% |
| Carparts com Inc | Company report | 85% |
| LataMed AI Corp. | Company report | 85% |
| Backblaze Inc | Company report | 85% |
| Symbotic Inc | Company report | 85% |
| Prenetics Global Limited | Company report | 85% |
| OB | Company report | 85% |
| Synchronoss Technologies Inc | Company report | 85% |
| Kontoor Brands Inc | Company report | 85% |
| Local Bounti Corporation | Company report | 85% |
| Vado Corp | Company report | 85% |
| Datadog Inc | Company report | 85% |
| Caremax Inc | Company report | 85% |
| Vizio Holding Corp | Company report | 85% |
| Snap One Holdings Corp | Company report | 85% |
| Chicken Soup For The Soul Entertainment inc | Company report | 85% |
| Erayak Power Solution Group Inc | Company report | 85% |
| Vnue Inc | Company report | 85% |
| Innodata inc | Company report | 85% |
| Bubblr Inc. | Company report | 85% |
| Dariohealth Corp | Company report | 85% |
| Paltalk Inc | Company report | 85% |
| Xiao I Corporation | Company report | 85% |
| Corsair Gaming Inc | Company report | 85% |
| Anghami Inc | Company report | 85% |
| Globalstar Inc | Company report | 85% |
| Rigetti Computing Inc | Company report | 85% |
| Inuvo Inc | Company report | 85% |
| Trump Media and Technology Group Corp | Company report | 85% |
| Verisign Inc | Company report | 85% |
| Microsoft Corporation | Company report | 85% |
| Skillz Inc | Company report | 85% |
| Electronic Arts Inc | Company report | 85% |
| Fiee Inc | Company report | 85% |
| YY | Company report | 85% |
| Alteryx Inc | Company report | 85% |
| MINM | Company report | 85% |
| Booking Holdings Inc | Company report | 85% |
| New Relic Inc | Company report | 85% |
| Dolphin Entertainment Inc | Company report | 85% |
| Simply Inc | Company report | 85% |
| Tandy Leather Factory Inc | Company report | 85% |
| Garmin Ltd | Company report | 85% |
| Nutanix Inc | Company report | 85% |
| Vroom Inc | Company report | 85% |
| CMPO | Company report | 85% |
| Vmware Inc | Company report | 85% |
| Cricut Inc | Company report | 85% |
| Joyy inc | Company report | 85% |
| Appyea Inc | Company report | 85% |
| Liquidity Services Inc | Company report | 85% |
| Grom Social Enterprises Inc | Company report | 85% |
| The Cigna Group | Company report | 85% |
| Zoom Communications Inc | Company report | 85% |
| Gpgi Inc | Company report | 85% |
| Turtle Beach Corporation | Company report | 85% |
| Progress Software Corp | Company report | 85% |
| Telos Corporation | Company report | 85% |
| Cue Health Inc | Company report | 85% |
| Cloudera Inc | Company report | 85% |
| QVCD | Company report | 85% |
| HEAR | Company report | 85% |
| Sonos Inc | Company report | 85% |
| Flexshopper Inc | Company report | 85% |
| Innovid Corp | Company report | 85% |
| Calix Inc | Company report | 85% |
| Destination Xl Group Inc | Company report | 85% |
| Commvault Systems Inc | Company report | 85% |
| Ptc Inc | Company report | 85% |
| Aterian Inc | Company report | 85% |
| Qvc inc | Company report | 85% |
| Harmonic Inc | Company report | 85% |
| Informatica Inc | Company report | 85% |
| The Children s Place inc | Company report | 85% |
| Citrix Systems Inc. | Company report | 85% |
| Vnet Group inc | Company report | 85% |
| Ooma Inc | Company report | 85% |
| Purebase Corporation | Company report | 85% |
| Loral Space and Communications Inc | Company report | 85% |
| Jabil Inc | Company report | 85% |
| Cvs Health Corporation | Company report | 85% |
| Natural Grocers By Vitamin Cottage Inc | Company report | 85% |
| Aiadvertising Inc | Company report | 85% |
| Csg Systems International Inc | Company report | 85% |
| Talend S a | Company report | 85% |
| Adeia Inc | Company report | 85% |
| Alarm com Holdings Inc | Company report | 85% |
| Nic Inc | Company report | 85% |
| Splunk Inc | Company report | 85% |
| Cisco Systems Inc | Company report | 85% |
| Emerson Radio Corp | Company report | 85% |
| 8x8 Inc | Company report | 85% |
| Big Lots Inc | Company report | 85% |
| Maplebear Inc | Company report | 85% |
| Apple Inc | Company report | 85% |
| Chewy Inc | Company report | 85% |
| Confluent Inc | Company report | 85% |
| Albertsons Companies Inc | Company report | 85% |
| Best Buy Co Inc | Company report | 85% |
| Kroger Co | Company report | 85% |
| Alibaba Group Holding Limited | Company report | 85% |
| Walgreens Boots Alliance Inc | Company report | 85% |
| Accenture Plc | Company report | 85% |
| Wayfair inc | Company report | 85% |
| Walmart Inc | Company report | 85% |
| Digitalocean Holdings Inc | Company report | 85% |
| Starz Entertainment Corp | Company report | 85% |
| Weis Markets inc | Company report | 85% |
| Freshworks Inc | Company report | 85% |
| Edgio Inc | Company report | 85% |
| Sap Se | Company report | 85% |
| Roku Inc | Company report | 85% |
| Pdd Holdings inc | Company report | 85% |
| Coupang Inc | Company report | 85% |
| Salesforce Inc | Company report | 85% |
| Costco Wholesale Corp | Company report | 85% |
| Ebay Inc | Company report | 85% |
| Groupon Inc | Company report | 85% |
| Iac Inc | Company report | 85% |
| The Odp Corporation | Company report | 85% |
| Amplitude Inc | Company report | 85% |
| D wave Quantum Inc | Company report | 85% |
| Palantir Technologies Inc | Company report | 85% |
| Walt Disney Co | Company report | 85% |
| Adobe Inc | Company report | 85% |
| Hubspot Inc | Company report | 85% |
| Lowe s Companies inc | Company report | 85% |
| Netflix Inc | Company report | 85% |
| Mercadolibre Inc | Company report | 85% |
| Cinemark Holdings Inc | Company report | 85% |
| On24 Inc | Company report | 85% |
| Publix Super Markets Inc | Company report | 85% |
| Village Super Market Inc | Company report | 85% |
| Alphabet Inc | Company report | 85% |
| Servicenow Inc | Company report | 85% |
| Etsy Inc | Company report | 85% |
| Vipshop Holdings Limited | Company report | 85% |
| Oracle Corporation | Company report | 85% |
| Shopify Inc | Company report | 85% |
| Sony Group Corporation | Company report | 85% |
| C3 ai Inc | Company report | 85% |
| Pagerduty Inc | Company report | 85% |
| First Foods Group Inc | Company report | 85% |
| Cloudflare Inc | Company report | 85% |
| Amc Entertainment Holdings Inc | Company report | 85% |
| Home Depot inc | Company report | 85% |
| International Business Machines Corporation | Company report | 85% |
| Lightinthebox Holding Co Ltd | Company report | 85% |
| Target Corporation | Company report | 85% |
| Jd com Inc | Company report | 85% |
| Dish Network Corp | Company report | 85% |
| Sumo Logic Inc | Company report | 85% |
| Spartannash Company | Company report | 85% |
| Elastic N v | Company report | 85% |
| Alphabet Inc | Company report | 85% |
| Liveperson Inc | Company report | 85% |
| Newegg Commerce Inc | Company report | 85% |
Company report basis, confidence, active dates and source counts for Amazon Com Inc's named competitors require a Commercial License.
Methodology: see Methodology: Peer & Competitor Identification, Sourcing.
Amazon Com Inc's Business Segment Mix vs Peers
Revenue by operating segment or division, as named and reported by each company. Segment names are the filer's own and are not standardized across companies. Do not assume a same-named or similarly-named segment is defined identically between two companies. Shares are of each company's own total revenue and are not required to sum to 100% (intersegment revenue, unallocated items).| Company | Largest Segment |
|---|---|
| Amazon com Inc | North America 55.86 % |
| Apple Inc | Americas 41.84 % |
| Microsoft Corporation | Agents and Infra 83.22 % |
| Alphabet Inc | Google Services 75.49 % |
| Walmart Inc | Walmart US 66.44 % |
| Taboola com Ltd | Reportable 100.00 % |
Source: operating segment revenue as reported in each company's reports (10-K/10-Q), via the CSIMarket API, leaf-level reportable segments only (parent roll-up segments are excluded where sub-segments are separately disclosed).
Amazon Com Inc's Productivity vs Peers Comparison
Revenue and income per employee, trailing 12 months, in $; market cap in millions of $| Company | Market Cap | Revenue / Employee | Income / Employee |
|---|---|---|---|
| Amazon com Inc | 2,843,835 | 506,407 | 85,520 |
| Apple Inc | 5,066,288 | 2,867,269 | 791,467 |
| Microsoft Corporation | 3,990,535 | 1,553,565 | 639,601 |
| Alphabet Inc | 3,484,560 | 10,191,610 | 5,098,953 |
| Walmart Inc | 1,018,950 | 350,400 | 10,714 |
| Taboola com Ltd | 630,397 | 980,366 | 59,381 |
| PEERS TOTAL | 19,727,260 | 519,352 | 80,438 |
Amazon Com Inc's Geographic Revenue Exposure vs Peers
Revenue by country/region as reported in each company's most recent report. Disclosure granularity varies by filer (some report by country, others by broad region) and is shown as disclosed.| Company | Largest Market |
|---|---|
| Apple Inc | Other countries 47.76 % |
| Microsoft Corporation | US 53.60 % |
| Alphabet Inc | United States 53.05 % |
| Home Depot inc | United States 92.74 % |
| Oracle Corporation | Americas 63.46 % |
Source: revenue geography as reported in each company's reports (10-K/10-Q), via the CSIMarket API. Percentages are of that company's own total consolidated revenue for its most recent reported period.
Amazon Com Inc's Position in Industry Market Structure
Market-capitalization share and concentration across all 32 companies in Amazon Com Inc's industry classification, broader than the peer set above. Market cap in millions of $.Amazon Com Inc ranks #1 of 32 companies by market capitalization in its industry, holding 96.75 % of total industry market cap. The industry's Herfindahl-Hirschman Index (HHI) is 9,362, indicating a highly concentrated market structure (see Methodology: Market Structure & Concentration).
| Rank | Company | Market Cap | Industry Share |
|---|---|---|---|
| 1 | Amazon com Inc | 2,939,918 | 96.75 % |
| 2 | Coupang Inc | 29,710 | 0.98 % |
| 3 | Cdw Corp | 21,091 | 0.69 % |
| 4 | Wayfair inc | 15,439 | 0.51 % |
| 5 | Chewy Inc | 1,234 | 5.2% |
| 6 | Insight Enterprises Inc | 1,234 | 5.2% |
| 7 | Pattern Group Inc | 1,234 | 5.2% |
| 8 | Gigacloud Technology Inc | 1,234 | 5.2% |
| 9 | Pc Connection Inc | 1,234 | 5.2% |
| 10 | Vipshop Holdings Limited | 1,234 | 5.2% |
Market cap and industry share for the rest of Amazon Com Inc's industry peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation) across CSIMarket's industry classification, market capitalization as of 2026-11-05.
Amazon Com Inc's Same-Size Peers & Stock Performance
Peers chosen by closeness in market-cap rank within the same industry classification (not the named-competitor list above). Trailing 12-month total return, 3-month price momentum, beta and Sharpe ratio vs the broad U.S. market.| Rank | Company | Market Cap | TTM Return |
|---|---|---|---|
| 1 | Amazon com Inc | 2,939,918 | 8.15 % |
| 2 | Coupang Inc | 29,710 | -48.60 % |
| 3 | Cdw Corp | 1,234 | 12.3% |
| 4 | Wayfair inc | 1,234 | 12.3% |
| 5 | Chewy Inc | 1,234 | 12.3% |
| 6 | Insight Enterprises Inc | 1,234 | 12.3% |
Market cap, return, momentum, beta and Sharpe ratio for the rest of Amazon Com Inc's same-size peers requires a Commercial License.
Source: CSIMarket API (daily market-structure computation); returns and risk metrics as of 2026-11-05. Beta and Sharpe ratio are versus the broad U.S. equity market, not this industry.
Amazon Com Inc's Profitability & Cost Structure
Trailing 12-month margins from SEC-filed financials. Operating margin is compared to the Internet, E-commerce, Online Shops industry median; gross margin, EBITDA margin and capital intensity are compared to the live industry average (56 companies). See the full Internet, E-commerce, Online Shops industry profitability benchmarks.| Metric | Company | Industry | Difference |
|---|---|---|---|
| Gross Margin | 51.41 % | 37.54 % (avg) | +13.9 pp |
| Operating Margin | 13.08 % | industry median | - |
| EBITDA Margin | 34.15 % | -3.31 % (avg) | +37.5 pp |
| Capital Intensity (Capex / Revenue) | 31.92 % | 2.14 % (avg) | +29.8 pp |
Source: CSIMarket API, trailing 12 months. SG&A and R&D as a share of revenue have limited coverage as this data is backfilled and appear only where reported. Higher capital intensity is not inherently negative; it reflects the industry's asset requirements.
Amazon Com Inc's Valuation vs Competitive Position
Valuation multiples vs the Internet, E-commerce, Online Shops industry average (56 companies, excluding loss-making/negative-equity outliers), alongside returns on capital for context on whether a premium or discount lines up with measurably stronger or weaker returns. See the full Internet, E-commerce, Online Shops industry valuation benchmarks.| Metric | Company | Industry Average | Difference |
|---|---|---|---|
| P/E | 20.5x | 19.4x | +1.2x |
| EV / EBITDA | 10.4x | 14.9x | -4.5x |
| P/B | 5.5x | 3.8x | +1.7x |
| Return on Equity | 26.71 % | industry aggregate | 15.82 % |
| Return on Invested Capital | 8.53 % | 2.25 % (avg) | 6.28 % |
Source: CSIMarket API, trailing 12 months. A valuation premium or discount is not, by itself, a judgment of over- or under-valuation. Compare it against the return and growth context shown elsewhere on this page.
Amazon Com Inc's Multi-Year Financial Trajectory
Fiscal-year revenue growth, operating margin, return on invested capital and P/E, as reported in company reports.| Metric | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|
| Revenue Growth | 30.93 % | 20.45 % | 37.62 % | 21.70 % | 9.40 % | 11.83 % | 10.99 % | 12.38 % |
| Operating Margin | 5.33 % | 5.18 % | 5.93 % | 5.30 % | 2.38 % | 6.41 % | 10.75 % | 11.16 % |
| Return on Invested Capital | 10.07 % | 8.07 % | 9.19 % | 6.80 % | 3.25 % | 8.85 % | 12.38 % | 10.45 % |
| P/E | 80.0x | 79.0x | 1,523.2x | 1,036.8x | - | 48.2x | 36.9x | 31.9x |
Source: CSIMarket API, fiscal-year figures. P/E is this company's own historical ratio at each fiscal year end and can swing sharply around an earnings trough: that is real, not a data error.
Amazon Com Inc's Strategic Group Map
Amazon Com Inc is shown in red; its closest peers by combined growth, margin and ROIC are labeled. See Methodology: Strategic Group Map for how this chart is built.
Amazon Com Inc's trailing-12-month revenue growth of 15.4% and operating margin of 13.1% compares with an average of 16.2% growth and 12.9% margin across its 8 closest peers by combined growth, margin and ROIC -- Amazon Com Inc sits below that peer average on growth and above it on margin.
Source: CSIMarket API, trailing 12 months. Extreme outlier values (from near-zero-revenue companies) are excluded from the plotted cloud but never from the highlighted company or its labeled peers.
Amazon Com Inc's BCG Growth-Share Matrix
See Methodology: BCG Growth-Share Matrix for how relative share and growth are calculated and thresholded.
Amazon Com Inc falls in the Cash Cow quadrant: relative market share of 98.95x vs its largest competitor, in an industry growing revenue 3.9% (median, trailing 12 months).
Source: CSIMarket API (market-cap share and industry revenue growth). The 10% growth and 1.0x share lines are standard textbook thresholds, not derived from this industry's own distribution.
Amazon Com Inc's Competitive Forces (Porter's Five Forces)
Only the forces this data can support honestly are shown; the other three are marked as such rather than guessed.| Force | Assessment | Basis |
|---|---|---|
| Competitive Rivalry | Low | Industry HHI of 9,362 (see Industry Market Structure & Concentration above) |
| Barriers to Entry | High (capital intensive) | Capital intensity (capex / revenue) of 31.92 % vs industry average 2.14 % (see Profitability & Cost Structure above) |
Note: see Methodology: Porter's Five Forces. Supplier power and buyer power are covered on Amazon Com Inc's dedicated Suppliers and Customers pages, not here.
Amazon Com Inc's Industry Attractiveness & Competitive Strength
See Methodology: GE/McKinsey Matrix for how the two axes are built.
Amazon Com Inc falls in the Medium attractiveness / High strength cell: Invest / Grow.
Source: CSIMarket API, trailing 12 months. Each axis score is a simple 1(low)/2(medium)/3(high) average across its three inputs -- a transparent, disclosed simplification, not a validated academic scoring model.
Amazon Com Inc's SWOT
Every point below is a fixed rule applied to a metric already shown elsewhere on this page (Market Structure, Profitability, Valuation, Run-Rate, Stock Performance, Quality Breadth) not an independent strategic assessment. A blank quadrant means no rule was met, not that none apply.Strengths
- Market leader by capitalization in its industry (#1 of 32, 96.75 % share).
- Return on equity 15.8 points above the industry aggregate.
Weaknesses
- Underperforming the U.S.A. 500 over the trailing 12 months.
Opportunities
No rule matched.
Threats
- Losing revenue share to the broader industry (-17.2 points over the past year).
- High capital intensity requires continuous reinvestment just to keep pace with the industry.
Methodology: see Methodology: SWOT Analysis.
Amazon Com Inc's Financial Strength vs Peers Comparison
Quick ratio, working capital, debt to equity and asset turnover, trailing 12 months| Company | Quick Ratio | Working Capital | Debt / Equity |
|---|---|---|---|
| Amazon com Inc | 0.35 | 1.06 | 0.25 |
| Apple Inc | 0.27 | 1.02 | 0.88 |
| Microsoft Corporation | 0.16 | 1.27 | 0.10 |
| Alphabet Inc | 0.63 | 2.40 | 0.16 |
| Walmart Inc | 0.10 | 0.78 | 0.38 |
| Taboola com Ltd | 0.27 | 1.09 | 0.09 |
Quick ratio = cash / current liabilities; working capital ratio = current assets / current liabilities; asset turnover = revenue / total assets. Peers in the Blank Checks industry are excluded.
Amazon Com Inc's Revenue and Income Growth vs Peers
Quarterly revenue and net income growth, year over year and quarter over quarter| Company | Period | Revenue Y/Y | Income Y/Y |
|---|---|---|---|
| Amazon com Inc | Q3 2026 | +12.1 % | -2.4 % |
| Apple Inc | Q3 2026 | +11.7 % | +11.8 % |
| Microsoft Corporation | Q3 2026 | +18.8 % | +32.0 % |
| Alphabet Inc | Q3 2026 | +24.7 % | -24.3 % |
| Walmart Inc | Q2 2026 | +5.9 % | -8.7 % |
| Taboola com Ltd | Q2 2026 | +2.4 % | - |
| PEERS TOTAL | +14.7 % | -5.0 % |
Growth is shown only where both periods are positive. Peers in the Blank Checks industry are excluded.
Amazon Com Inc's Peers' Costs of Sales and Capital Expenditures
Context for revenue growth: peer costs and capex, year over year and quarter over quarter| Company | Period | Costs Y/Y | Capex Y/Y |
|---|---|---|---|
| Amazon com Inc | Q3 2026 | +6.7 % | +20.1 % |
| Apple Inc | Q3 2026 | +10.2 % | -30.8 % |
| Microsoft Corporation | Q3 2026 | +23.6 % | +103.0 % |
| Alphabet Inc | Q3 2026 | +24.3 % | +114.4 % |
| Walmart Inc | Q2 2026 | +4.5 % | +16.7 % |
| Taboola com Ltd | Q2 2026 | +2.3 % | +5.3 % |
Amazon Com Inc's Returns and Turnover vs Peers
ROA, ROI and ROE (trailing 12 months), receivables and inventory turnover| Company | ROA | ROI | ROE |
|---|---|---|---|
| Amazon com Inc | 13.23% | 18.74% | 26.71% |
| Apple Inc | 34.37% | 57.35% | 127.61% |
| Microsoft Corporation | 20.01% | 23.87% | 34.15% |
| Alphabet Inc | 29.24% | 34.26% | 42.62% |
| Walmart Inc | 7.78% | 13.37% | 21.78% |
| Taboola com Ltd | 7.61% | 10.84% | 12.80% |
ROA = net income / total assets; ROI = net income / investments; ROE = net income / equity; turnover ratios use trailing 12 month revenue (receivables) and cost of sales (inventory).
Amazon Com Inc's Valuation vs Peers
P/E, price to sales, PEG, price to cash flow and price to book| Company | P/E | Price / Sales |
|---|---|---|
| Amazon com Inc | 21.02 | 3.56 |
| Apple Inc | 38.41 | 10.58 |
| Microsoft Corporation | 27.99 | 11.52 |
| Alphabet Inc | 14.70 | 7.40 |
| Walmart Inc | 46.44 | 1.38 |
| Taboola com Ltd | 0.01 | 321.51 |
| PEERS AVERAGE | 26.55 | 4.17 |
P/E = price / diluted EPS (trailing 12 months); PEG = P/E divided by EPS growth; the average row divides the peers' combined market cap by their combined income, sales, cash flow and equity.
