AAP
Advance Auto Parts, Inc.
AAP offers stronger fundamentals, but that advantage does not outweigh its weaker overall profile.
AMZN
Amazon.com, Inc.
AMZN has the edge over AAP overall, supported by stronger valuation and lower modeled downside.
AAP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Stable | |
| Strong |
AAP's profitability and balance sheet are currently healthy, and its revenue and cash flow are stable.
AMZN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Weak | |
| Healthy |
AMZN's revenue, profitability and balance sheet are currently healthy, but its cash flow is weak.
AAP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 18x | $29.87 | -35% |
| Fair | 23x | $37.75 | -17% |
| Current | 28x | $45.64 | — |
| Expensive | 77x | $126 | +176% |
Historical ranges are pointers, not guarantees.
AAP's PE is in its expensive range at 28x.
AMZN PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 22x | $267 | — |
| Forward | 27x | $267 | — |
| Cheap | 34x | $415 | +55% |
| Fair | 60x | $745 | +179% |
| Expensive | 102x | $1,262 | +372% |
Historical ranges are pointers, not guarantees.
AMZN has the edge over AAP in the historical PE scenario, which offers more potential upside but is not a forecast.
AAP Forward outlook
There aren't enough analyst estimates for AAP to show an outlook.
AMZN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for AMZN, with profitability improving.
AAP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $1.64 | +$7.94 |
| Q3 2026 | $1.37 | +$7.75 |
| Q2 2026 | $0.72 | +$6.60 |
| Q4 2025 | $0.73 | +$6.34 |
| Q3 2025 | -$6.30 | -963% |
| Q2 2025 | -$6.38 | -63900% |
| Q2 2025 | -$5.88 | -952% |
| Q4 2024 | -$5.61 | -858% |
AAP has returned to profit: it earned $1.64 per share over the past year, after losing money the year before.
AMZN Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $9.87 | -20% |
| Q3 2026 | $12.37 | +75% |
| Q2 2026 | $12.43 | +89% |
| Q1 2026 | $8.36 | +36% |
| Q4 2025 | $7.17 | +30% |
| Q3 2025 | $7.08 | +52% |
| Q2 2025 | $6.56 | +57% |
| Q1 2025 | $6.14 | +72% |
| Q4 2024 | $5.53 | +91% |
AMZN has the edge over AAP on earnings, with more consistent year-over-year improvement.
AAP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2B | -1.2% |
| Q3 2026 | $2B | -0.5% |
| Q2 2026 | $2.6B | +1.2% |
| Q4 2025 | $2B | -1.2% |
| Q3 2025 | $2B | -5.2% |
| Q2 2025 | $2B | -25% |
| Q2 2025 | $2.6B | -24% |
| Q4 2024 | $2B | -19% |
AAP's revenue fell from its 2023 peak and has held roughly level since: $2B last quarter, down 1.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 2.3% | +1.3 points |
| Q3 2026 | 5% | +4 points |
| Q2 2026 | 2.6% | +7.7 points |
| Q4 2025 | 2.2% | +43 points |
| Q3 2025 | 1.1% | +1.1 points |
| Q2 2025 | 1.1% | -1.6 points |
| Q2 2025 | -5.1% | -7.6 points |
| Q4 2024 | -41% | -39 points |
AAP's operating margin was 2.3% last quarter, up 1.3 points from the same quarter a year ago.
AMZN Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $201.9B | +12% |
| Q2 2026 | $200.6B | +20% |
| Q1 2026 | $181.5B | +17% |
| Q4 2025 | $213.4B | +14% |
| Q3 2025 | $180.2B | +13% |
| Q2 2025 | $167.7B | +13% |
| Q1 2025 | $155.7B | +8.6% |
| Q4 2024 | $187.8B | +10% |
AMZN has the edge over AAP on sales, with more consistent year-over-year improvement.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 14% | +4.2 points |
| Q2 2026 | 14% | +2.3 points |
| Q1 2026 | 13% | +1.3 points |
| Q4 2025 | 12% | +0.4 points |
| Q3 2025 | 9.7% | -1.3 points |
| Q2 2025 | 11% | +1.5 points |
| Q1 2025 | 12% | +1.1 points |
| Q4 2024 | 11% | +3.5 points |
AMZN has the edge over AAP on profitability, with a higher operating margin.
AAP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$11M | +$65M |
| Q3 2026 | $195M | +$198M |
| Q2 2026 | -$75M | +$123M |
| Q4 2025 | -$21M | +$103.4M |
| Q3 2025 | -$76M | -331% |
| Q2 2025 | -$3M | -107% |
| Q2 2025 | -$198M | -$151.7M |
| Q4 2024 | -$124.4M | -161% |
AAP has the edge over AMZN on cash generation, producing positive trailing cash flow while its opponent burns cash.
AMZN Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$34.8B | -8202% |
| Q2 2026 | -$8.8B | -2757% |
| Q1 2026 | -$18.2B | -$10.2B |
| Q4 2025 | $14.9B | -16% |
| Q3 2025 | $430M | -87% |
| Q2 2025 | $332M | -96% |
| Q1 2025 | -$8B | -297% |
| Q4 2024 | $17.8B | -36% |
AMZN's free cash flow was −$46.9B over the past year, against $10.6B the year before.
AAP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -100K shares |
| 1 year | +1.5% | +900K shares |
| 3 years | +2.1% | +1.3M shares |
| 5 years | -3.9% | -2.4M shares |
| Available history | -14% | -10.3M shares |
AAP has 61M diluted shares, up 1.5% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2025 | $1M |
| Q2 2025 | $1M |
| Q2 2025 | $2M |
| Q4 2024 | $900,000 |
| Q3 2024 | $984,000 |
| Q2 2024 | $1.3M |
| Q2 2024 | $3.3M |
| Q4 2023 | $281,000 |
AMZN Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.2% | +26M shares |
| 1 year | +0.8% | +84M shares |
| 3 years | +3.5% | +371M shares |
| 5 years | +6.1% | +629M shares |
| Available history | +8.2% | +829M shares |
AMZN has the edge over AAP on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | $3.3B |
AAP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.6x | Very low |
| Q3 2026 | 0.5x | Very low |
| Q2 2026 | 1.1x | Healthy |
| Q4 2025 | 1.3x | Healthy |
| Q3 2024 | 3.3x | Elevated |
| Q2 2024 | 3.5x | Elevated |
| Q2 2024 | 3.1x | Elevated |
| Q4 2023 | 2.9x | Moderate |
AAP has the edge over AMZN on leverage, with a lower net debt burden relative to earnings.
AMZN Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.3x | Very low |
| Q1 2026 | 0.1x | Very low |
| Q4 2025 | -0.1x | Net Cash |
| Q3 2025 | -0.1x | Net Cash |
| Q2 2025 | -0.0x | Net Cash |
| Q1 2025 | -0.1x | Net Cash |
| Q4 2024 | -0.2x | Net Cash |
AMZN's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
AAP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.6 | Neutral |
| Stochastic | 33.7 | Neutral |
AAP's weekly RSI is 46 (neutral) and its Stochastic is 34 (neutral).
AMZN Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 57.1 | Neutral |
| Stochastic | 50.0 | Neutral |
AMZN's weekly RSI is 57 (neutral) and its Stochastic is 50 (neutral).
AAP PE vs Consumer Cyclical Sector
| Metric | AAP | Sector median | Relative |
|---|---|---|---|
| PE | 28x | 18x | 54% above |
| PE % | 70 | 47 | 23 pts above |
AAP is trading at 28x earnings, a 54% premium to the Consumer Cyclical sector's median of 18x.
AMZN PE vs Consumer Cyclical Sector
| Metric | AMZN | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 18x | 20% above |
| PE % | 4 | 47 | 43 pts below |
AMZN has the edge over AAP on valuation relative to its sector.
AAP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $43.8 | 4.2% above |
| 20 week MA | $48.3 | 5.5% below |
| 50 week MA | $50.7 | 9.9% below |
| 100 week MA | $49.4 | 7.5% below |
| 200 week MA | $61.4 | 26% below |
AAP has bounced recently, but its long-term trend is still down: it's above its 8-week average, but 26% below its 200-week average.
AMZN Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $253.6 | 5.5% above |
| 20 week MA | $254.9 | 4.9% above |
| 50 week MA | $242.5 | 10% above |
| 100 week MA | $229.6 | 17% above |
| 200 week MA | $191.4 | 40% above |
AMZN has the edge over AAP on trend strength, trading above more of its moving averages.
AAP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $158.4 | $160.7 | +1.5% |
| 2021 | $160.7 | $232.1 | +44% |
| 2022 | $232.1 | $143.3 | -38% |
| 2023 | $143.3 | $61.0 | -57% |
| 2024 | $61.0 | $44.1 | -28% |
| 2025 | $44.1 | $41.3 | -6.4% |
| 2026 YTD | $41.3 | $45.6 | +11% |
AAP has finished four years in a row lower, and it's up 11% so far in 2026.
AMZN Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $93.5 | $158.6 | +70% |
| 2021 | $158.6 | $171.1 | +7.8% |
| 2022 | $171.1 | $85.3 | -50% |
| 2023 | $85.3 | $151.9 | +78% |
| 2024 | $151.9 | $223.8 | +47% |
| 2025 | $223.8 | $232.5 | +3.9% |
| 2026 YTD | $232.5 | $267.4 | +15% |
AMZN has the edge over AAP on returns for 2026, with the stronger performance.