AMZN
Amazon.com, Inc.
AMZN has the edge over ROL overall, supported by stronger modeled upside and lower modeled downside.
ROL
Rollins, Inc.
ROL offers stronger valuation, but that advantage does not outweigh its weaker overall profile.
AMZN Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Healthy | |
| Weak | |
| Healthy |
AMZN's revenue, profitability and balance sheet are currently healthy, but its cash flow is weak.
ROL Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
ROL's profitability, cash flow and balance sheet are currently healthy, and its revenue is 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 ROL in the historical PE scenario, which offers more potential upside but is not a forecast.
ROL PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 31x | $37.91 | — |
| Current | 35x | $37.91 | — |
| Cheap | 48x | $52.17 | +38% |
| Fair | 53x | $57.70 | +52% |
| Expensive | 60x | $65.31 | +72% |
Historical ranges are pointers, not guarantees.
ROL's PE is in its cheap range at 35x. On analysts' estimates for next year's earnings, today's price would be 31x.
AMZN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for AMZN, with profitability improving.
ROL Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Stable | |
| Growth | |
| Weakening | |
| Limited | |
| Moderate |
Analysts expect ROL's revenue to grow, but its profitability to weaken.
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 ROL on earnings, with stronger typical year-over-year growth.
ROL Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $1.20 | +11% |
| Q3 2026 | $1.09 | +1.9% |
| Q2 2026 | $1.10 | +8.9% |
| Q1 2026 | $1.09 | +10% |
| Q4 2025 | $1.09 | +14% |
| Q3 2025 | $1.07 | +10% |
| Q2 2025 | $1.01 | +6.3% |
| Q1 2025 | $0.99 | +10% |
| Q4 2024 | $0.96 | +7.9% |
ROL's earnings per share have climbed steadily: $1.09 over the past year, up 1.9% from the year before, and higher year over year for 16 quarters in a row.
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 ROL on sales, with stronger typical year-over-year growth.
| 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's operating margin was 14% last quarter, up 4.2 points from the same quarter a year ago, near the top of its range since 2019.
ROL Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.1B | +6.2% |
| Q2 2026 | $1.1B | +7.9% |
| Q1 2026 | $906.4M | +10% |
| Q4 2025 | $912.9M | +9.7% |
| Q3 2025 | $1B | +12% |
| Q2 2025 | $999.5M | +12% |
| Q1 2025 | $822.5M | +9.9% |
| Q4 2024 | $832.2M | +10% |
ROL's revenue has grown year over year every quarter since late 2020: $1.1B last quarter, up 6.2% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 20% | -1.5 points |
| Q2 2026 | 19% | -1.2 points |
| Q1 2026 | 16% | -1.3 points |
| Q4 2025 | 18% | -0.6 points |
| Q3 2025 | 22% | +1 points |
| Q2 2025 | 20% | -0.6 points |
| Q1 2025 | 17% | -0.4 points |
| Q4 2024 | 18% | -0.3 points |
ROL has the edge over AMZN on profitability, with a higher operating margin.
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.
ROL Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $235.5M | +29% |
| Q2 2026 | $166.1M | -1.2% |
| Q1 2026 | $111.2M | -21% |
| Q4 2025 | $159M | -14% |
| Q3 2025 | $182.8M | +31% |
| Q2 2025 | $168M | +23% |
| Q1 2025 | $140.1M | +17% |
| Q4 2024 | $184M | +30% |
ROL 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 10.9B diluted shares, up 0.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
| Q2 2023 | — |
| Q1 2023 | — |
| Q4 2022 | — |
| Q3 2022 | — |
| Q2 2022 | $3.3B |
ROL Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.5% | -2.4M shares |
| 1 year | -1.2% | -5.7M shares |
| 3 years | -2.4% | -12M shares |
| 5 years | -2.7% | -13.1M shares |
| Available history | -2.5% | -12.2M shares |
ROL has the edge over AMZN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $120.1M |
| Q2 2026 | $20M |
| Q1 2026 | $22.4M |
| Q4 2025 | $198.3M |
| Q3 2025 | $3.7M |
| Q2 2025 | $251,000 |
| Q1 2025 | $14.7M |
| Q4 2024 | $72,000 |
ROL spent $361M buying back its own shares over the past year, more than ten times what it spent the year before.
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.
ROL Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.7x | Very low |
| Q2 2026 | 0.7x | Very low |
| Q1 2026 | 0.6x | Very low |
| Q4 2025 | 0.6x | Very low |
| Q3 2025 | 0.4x | Very low |
| Q2 2025 | 0.5x | Very low |
| Q1 2025 | 0.4x | Very low |
| Q4 2024 | 0.4x | Very low |
ROL's net debt is less than a year of its operating earnings (EBITDA).
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).
ROL Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 45.0 | Neutral |
| Stochastic | 72.8 | Neutral |
ROL's weekly RSI is 45 (neutral) and its Stochastic is 73 (neutral).
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 ROL on valuation relative to its sector.
ROL PE vs Consumer Cyclical Sector
| Metric | ROL | Sector median | Relative |
|---|---|---|---|
| PE | 35x | 18x | 93% above |
| PE % | 4 | 47 | 43 pts below |
ROL is trading at 35x earnings, a 93% premium to the Consumer Cyclical sector's median of 18x.
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 ROL on trend strength, trading above more of its moving averages.
ROL Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $33.9 | 12% above |
| 20 week MA | $36.5 | 3.7% above |
| 50 week MA | $48.2 | 21% below |
| 100 week MA | $51.5 | 26% below |
| 200 week MA | $47.3 | 20% below |
ROL has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 20% 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 the edge over ROL on returns for 2026, with the stronger performance.
ROL Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $21.8 | $40.1 | +84% |
| 2021 | $40.1 | $32.8 | -18% |
| 2022 | $32.8 | $37.1 | +13% |
| 2023 | $37.1 | $43.7 | +18% |
| 2024 | $43.7 | $46.7 | +6.9% |
| 2025 | $46.7 | $60.6 | +30% |
| 2026 YTD | $60.6 | $37.9 | -37% |
ROL is down 37% so far in 2026, after finishing higher in five of the previous six years.