AMZN
Amazon.com, Inc.
AMZN has the edge over SMP overall, supported by stronger modeled upside and stronger valuation.
SMP
Standard Motor Products, Inc.
SMP offers stronger fundamentals, 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.
SMP Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Healthy | |
| Healthy |
SMP'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 SMP in the historical PE scenario, which offers more potential upside but is not a forecast.
SMP PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 9.2x | $43.95 | — |
| Cheap | 13x | $39.94 | -9.1% |
| Current | 14x | $43.95 | — |
| Fair | 18x | $54.47 | +24% |
| Expensive | 23x | $68.65 | +56% |
Historical ranges are pointers, not guarantees.
SMP's PE is in its cheap range at 14x. If earnings grow as analysts expect, today's price would be 9.2x next year's earnings.
AMZN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
Analysts expect earnings and revenue growth for AMZN, with profitability improving.
SMP Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Growth | |
| Stable | |
| Improving | |
| Limited | |
| High |
Analysts expect SMP's earnings to grow and its profitability to improve, with its revenue holding steady.
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 SMP on earnings, with more consistent year-over-year improvement.
SMP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $4.80 | +58% |
| Q3 2026 | $3.04 | +116% |
| Q2 2026 | $2.23 | +26% |
| Q1 2026 | $2.03 | +44% |
| Q4 2025 | $1.84 | +48% |
| Q3 2025 | $1.41 | -13% |
| Q2 2025 | $1.77 | +1.1% |
| Q1 2025 | $1.41 | +1.4% |
| Q4 2024 | $1.24 | -19% |
SMP earned $3.04 per share over the past year, up 116% from the year before.
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's revenue has grown year over year every quarter since late 2020: $202B last quarter, up 12% from the same quarter a year ago.
| 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 SMP on profitability, with a higher operating margin.
SMP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $507.8M | +1.8% |
| Q2 2026 | $501.6M | +1.6% |
| Q1 2026 | $451.2M | +9.1% |
| Q4 2025 | $385.1M | +12% |
| Q3 2025 | $498.8M | +25% |
| Q2 2025 | $493.9M | +27% |
| Q1 2025 | $413.4M | +25% |
| Q4 2024 | $343.4M | +18% |
SMP has the edge over AMZN on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.9% | +0.3 points |
| Q2 2026 | 10% | +1.5 points |
| Q1 2026 | 7.6% | +1.6 points |
| Q4 2025 | 5.6% | +4.5 points |
| Q3 2025 | 9.6% | +0.3 points |
| Q2 2025 | 8.7% | +2.3 points |
| Q1 2025 | 5.9% | +1.5 points |
| Q4 2024 | 1.1% | -2.3 points |
SMP's operating margin was 9.9% last quarter, about level with 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.
SMP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $140.3M | +72% |
| Q2 2026 | $92M | +108% |
| Q1 2026 | -$48.7M | +$20.7M |
| Q4 2025 | -$37.6M | -$26.2M |
| Q3 2025 | $81.5M | +5.7% |
| Q2 2025 | $44.2M | +94% |
| Q1 2025 | -$69.4M | -$13.6M |
| Q4 2024 | -$11.4M | -1702% |
SMP 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 SMP 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 |
SMP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +0.4% | +102K shares |
| 1 year | +1.8% | +395K shares |
| 3 years | +3.2% | +713K shares |
| 5 years | +1.9% | +423K shares |
| Available history | +0.6% | +148K shares |
SMP has 23M diluted shares, up 1.8% from a year ago.
| Quarter | Spent |
|---|---|
| Q3 2026 | $37,000 |
| Q2 2026 | — |
| Q1 2026 | $283,000 |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | $19,000 |
SMP has spent almost nothing on buybacks in the past year.
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 SMP on leverage, with a lower net debt burden relative to earnings.
SMP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.9x | Healthy |
| Q2 2026 | 2.6x | Moderate |
| Q1 2026 | 3.1x | Elevated |
| Q4 2025 | 3.0x | Elevated |
| Q3 2025 | 3.1x | Elevated |
| Q2 2025 | 4.0x | Elevated |
| Q1 2025 | 4.8x | High |
| Q4 2024 | 4.6x | High |
SMP's net debt is about 1.9 years of its operating earnings (EBITDA), down from 3.1 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).
SMP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.5 | Neutral |
| Stochastic | 79.6 | Neutral |
SMP's weekly RSI is 62 (neutral) and its Stochastic is 80 (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.
SMP PE vs Consumer Cyclical Sector
| Metric | SMP | Sector median | Relative |
|---|---|---|---|
| PE | 14x | 18x | 20% below |
| PE % | 24 | 47 | 23 pts below |
SMP 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 is in an uptrend: it's above all five of its weekly moving averages, and 40% above its 200-week average.
SMP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $39.6 | 11% above |
| 20 week MA | $39.0 | 13% above |
| 50 week MA | $38.8 | 13% above |
| 100 week MA | $35.7 | 23% above |
| 200 week MA | $35.2 | 25% above |
SMP is in an uptrend: it's above all five of its weekly moving averages, and 25% above 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.
SMP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $53.4 | $41.4 | -22% |
| 2021 | $41.4 | $51.9 | +25% |
| 2022 | $51.9 | $35.0 | -32% |
| 2023 | $35.0 | $39.8 | +14% |
| 2024 | $39.8 | $31.0 | -22% |
| 2025 | $31.0 | $37.5 | +21% |
| 2026 YTD | $37.5 | $44.0 | +17% |
SMP has the edge over AMZN on returns for 2026, with the stronger performance.