AMZN
Amazon.com, Inc.
AMZN has the edge over TDUP overall, supported by lower modeled downside and stronger valuation.
TDUP
ThredUp Inc.
TDUP 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.
TDUP Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Under pressure | |
| Under pressure | |
| Strong |
TDUP's revenue and balance sheet are currently healthy, but its profitability and cash flow are under pressure.
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's PE is in its cheap range at 22x, but its recent earnings include one-off gains. On analysts' estimates for next year's earnings, today's price would be 27x.
TDUP PE Valuation
TDUP has no meaningful PE right now: it lost money over the past year.
AMZN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
AMZN has the edge over TDUP on the outlook, with more favorable earnings and revenue expectations.
TDUP Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses growing | |
| Stable | |
| Strongly weakening | |
| Limited | |
| Low |
Analysts expect TDUP's losses to grow, with revenue holding steady. However, they disagree widely on these estimates.
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 TDUP on earnings quality, reporting a profit while its opponent remains loss making.
TDUP Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q3 2026 | -$0.20 | +$0.10 |
| Q2 2026 | -$0.19 | +$0.30 |
| Q1 2026 | -$0.18 | +$0.40 |
| Q4 2025 | -$0.17 | +$0.52 |
| Q3 2025 | -$0.30 | +$0.34 |
| Q2 2025 | -$0.49 | +$0.10 |
| Q1 2025 | -$0.58 | +$0.06 |
| Q4 2024 | -$0.69 | -$0.01 |
TDUP is still losing money, but far less than before: $0.20 per share over the past year, against $1.35 at its worst in late 2021.
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 TDUP 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 TDUP on profitability, with a higher operating margin.
TDUP Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $88.2M | +7.4% |
| Q2 2026 | $90.8M | +17% |
| Q1 2026 | $81.7M | +15% |
| Q4 2025 | $79.7M | +188% |
| Q3 2025 | $82.2M | +13% |
| Q2 2025 | $77.7M | -2.6% |
| Q1 2025 | $71.3M | -10% |
| Q4 2024 | $27.7M | -66% |
TDUP's revenue has grown year over year for five quarters in a row: $88M last quarter, up 7.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | -6% | -0.6 points |
| Q2 2026 | -6.7% | 0 points |
| Q1 2026 | -8.1% | -0.5 points |
| Q4 2025 | -8.4% | -64 points |
| Q3 2025 | -5.3% | +29 points |
| Q2 2025 | -6.8% | +11 points |
| Q1 2025 | -7.6% | +13 points |
| Q4 2024 | 55% | +73 points |
TDUP's operating margin was −6% last quarter, down 0.6 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.
TDUP Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $12K | -99% |
| Q2 2026 | $1.8M | +$4.7M |
| Q1 2026 | $643K | -84% |
| Q4 2025 | -$3.2M | -182% |
| Q3 2025 | $2.4M | +207% |
| Q2 2025 | -$2.9M | +$3.2M |
| Q1 2025 | $3.9M | +$4.2M |
| Q4 2024 | $3.9M | +$14.1M |
TDUP has the edge over AMZN on cash flow, with more consistent year-over-year improvement.
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 TDUP 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 |
TDUP Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | +1.5% | +2M shares |
| 1 year | +6.4% | +7.9M shares |
| 3 years | +24% | +25.9M shares |
| 5 years | +40% | +37.4M shares |
| Available history | +70% | +54.3M shares |
TDUP has 132M diluted shares, up 6.4% from a year ago.
| Quarter | Spent |
|---|---|
| Q4 2020 | — |
| Q3 2020 | — |
| Q2 2020 | — |
| Q1 2020 | — |
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.
TDUP Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2025 | -2.2x | Net Cash |
TDUP has more cash than debt.
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).
TDUP Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 30.1 | Neutral |
| Stochastic | 5.4 | Oversold |
TDUP's weekly RSI is 30 (neutral) and its Stochastic is 5 (oversold).
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.
TDUP PE vs Consumer Cyclical Sector
TDUP has no meaningful PE right now: it lost money over the past year.
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 TDUP on trend strength, trading above more of its moving averages.
TDUP Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $2.00 | 25% below |
| 20 week MA | $3.36 | 55% below |
| 50 week MA | $4.39 | 66% below |
| 100 week MA | $5.27 | 72% below |
| 200 week MA | $3.68 | 59% below |
TDUP is in a downtrend: it's below all five of its weekly moving averages, and 59% 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 TDUP on returns for 2026, with the stronger performance.
TDUP Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $20.0 | $13.3 | -34% |
| 2022 | $13.3 | $1.34 | -90% |
| 2023 | $1.34 | $2.25 | +68% |
| 2024 | $2.25 | $1.39 | -38% |
| 2025 | $1.39 | $6.23 | +348% |
| 2026 YTD | $6.23 | $1.50 | -76% |
TDUP's yearly returns have swung widely, from +348% in 2025 to −90% in 2022. It's down 76% so far in 2026.