AMZN
Amazon.com, Inc.
AMZN has the edge over BNED overall, supported by lower modeled downside and stronger valuation.
BNED
Barnes & Noble Education, Inc.
BNED trails on the overall score without a compensating advantage in the available component scores.
AMZN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Weak | |
| Healthy |
AMZN's revenue, profitability and balance sheet are currently healthy, but its cash flow is weak.
BNED Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Healthy |
BNED's balance sheet is currently healthy, and its revenue, profitability and cash flow are stable.
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 BNED in the historical PE scenario, which offers more potential upside but is not a forecast.
BNED PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 18x | $11.71 | -7.8% |
| Current | 19x | $12.70 | — |
| Fair | 20x | $13.51 | +6.4% |
| Expensive | 26x | $16.96 | +34% |
Historical ranges are pointers, not guarantees.
BNED's PE is 19x, but its earnings don't support one, so it isn't a reliable read right now.
AMZN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for AMZN, with profitability improving.
BNED Forward outlook
There aren't enough analyst estimates for BNED to show an outlook.
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 BNED on earnings, with more consistent year-over-year improvement.
BNED Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | $0.66 | -25% |
| Q2 2026 | $0.49 | +$6.43 |
| Q1 2024 | -$156.00 | -$31.00 |
| Q4 2023 | -$186.00 | -$38.00 |
| Q3 2023 | -$190.00 | -$41.00 |
| Q2 2023 | -$195.00 | -$61.00 |
| Q1 2023 | -$125.00 | +$79.00 |
| Q4 2022 | -$148.00 | +$81.00 |
BNED's earnings per share have fallen from their peak: $0.66 over the past year, against $0.88 in mid-2025.
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 BNED 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 BNED on profitability, with a higher operating margin.
BNED Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $290.6M | +0.8% |
| Q2 2026 | $267.1M | -5.2% |
| Q1 2026 | $515.1M | +10% |
| Q4 2025 | $644.4M | +7% |
| Q3 2025 | $288.2M | +9.4% |
| Q2 2025 | $281.8M | +19% |
| Q1 2025 | $466.3M | +2.1% |
| Q4 2024 | $602.1M | -1.4% |
BNED's revenue has picked up after three years of holding roughly level: $291M last quarter, about level with the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -5.9% | +2.1 points |
| Q2 2026 | 1.6% | +5.7 points |
| Q1 2026 | 2.8% | -2.1 points |
| Q4 2025 | 6.3% | -3 points |
| Q3 2025 | -8% | +27 points |
| Q2 2025 | -4% | +3.1 points |
| Q1 2025 | 4.9% | +4.7 points |
| Q4 2024 | 9.3% | +3.5 points |
BNED's operating margin was −5.9% last quarter, up 2.1 points from the same quarter a year ago.
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.
BNED Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$56.4M | +$14.9M |
| Q2 2026 | $76.4M | +54% |
| Q1 2026 | -$33.1M | +$11.6M |
| Q4 2025 | $61.9M | +40% |
| Q3 2025 | -$71.3M | +$76.1M |
| Q2 2025 | $49.5M | -37% |
| Q1 2025 | -$44.7M | -$5.7M |
| Q4 2024 | $44.4M | -35% |
BNED has the edge over AMZN on cash generation, producing positive trailing cash flow while its opponent burns cash.
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 BNED 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 |
BNED Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.2% | -82.4K shares |
| 1 year | +1.4% | +478K shares |
| 3 years | +6464% | +34M shares |
| 5 years | +6852% | +34M shares |
| Available history | +6982% | +34M shares |
BNED has 35M diluted shares, up 1.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $1,000 |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $4,000 |
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 has the edge over BNED on leverage, with a lower net debt burden relative to earnings.
BNED Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.6x | Healthy |
| Q2 2026 | 0.9x | Very low |
| Q1 2026 | 2.4x | Moderate |
| Q4 2025 | 1.8x | Healthy |
| Q3 2025 | 2.1x | Moderate |
| Q2 2025 | 6.8x | High |
| Q1 2025 | 13.4x | High |
| Q2 2024 | 10.0x | High |
BNED's net debt is about 1.6 years of its operating earnings (EBITDA), down from 2.1 years a year ago.
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).
BNED Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 55.9 | Neutral |
| Stochastic | 62.1 | Neutral |
BNED's weekly RSI is 56 (neutral) and its Stochastic is 62 (neutral).
AMZN PE vs Consumer Cyclical Sector
| Metric | AMZN | Sector median | Relative |
|---|---|---|---|
| PE | 22x | 18x | 20% above |
| PE % | 4 | 47 | 43 pts below |
AMZN is trading at 22x earnings, a 20% premium to the Consumer Cyclical sector's median of 18x, though its recent earnings include one-off gains.
BNED PE vs Consumer Cyclical Sector
| Metric | BNED | Sector median | Relative |
|---|---|---|---|
| PE | 19x | 18x | 6.8% above |
BNED has the edge over AMZN on valuation relative to its sector.
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 BNED on trend strength, trading above more of its moving averages.
BNED Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $12.5 | 1.6% above |
| 20 week MA | $12.3 | 3.4% above |
| 50 week MA | $10.6 | 20% above |
| 100 week MA | $10.2 | 24% above |
| 200 week MA | $50.4 | 75% below |
BNED has bounced recently, but its long-term trend is still down: it's above its 8-, 20-, 50- and 100-week averages, but 75% below its 200-week average.
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 finished higher in five of the last six years, two of them by more than 50%. It's up 15% so far in 2026.
BNED Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $417.0 | $508.0 | +22% |
| 2021 | $508.0 | $669.0 | +32% |
| 2022 | $669.0 | $159.0 | -76% |
| 2023 | $159.0 | $149.0 | -6.3% |
| 2024 | $149.0 | $10.3 | -93% |
| 2025 | $10.3 | $9.65 | -6.2% |
| 2026 YTD | $9.65 | $12.7 | +32% |
BNED has the edge over AMZN on returns for 2026, with the stronger performance.