AMZN
Amazon.com, Inc.
AMZN has the edge over TSCO overall, supported by stronger modeled upside and lower modeled downside.
TSCO
Tractor Supply Company
TSCO 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.
TSCO Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Under pressure | |
| Healthy |
TSCO's profitability and balance sheet are currently healthy, and its revenue is stable, but its cash flow is 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 has the edge over TSCO in the historical PE scenario, which offers more potential upside but is not a forecast.
TSCO PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Current | 11x | $36.63 | — |
| Forward | 18x | $36.63 | — |
| Cheap | 20x | $70.96 | +94% |
| Fair | 24x | $85.13 | +132% |
| Expensive | 27x | $94.49 | +158% |
Historical ranges are pointers, not guarantees.
TSCO's PE is in its cheap range at 11x. On analysts' estimates for next year's earnings, today's price would be 18x.
AMZN Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Strong growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
AMZN has the edge over TSCO on the outlook, with more favorable earnings and revenue expectations.
TSCO Forward outlook
| Metric | Outlook |
|---|---|
| Strongly deteriorating | |
| Stable | |
| Stable | |
| Stable | |
| Limited | |
| Moderate |
Analysts expect TSCO's earnings, revenue and profitability to hold roughly 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 TSCO on earnings, with more consistent year-over-year improvement.
TSCO Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $2.02 | -42% |
| Q3 2026 | $3.49 | +68% |
| Q2 2026 | $3.55 | +74% |
| Q1 2026 | $3.67 | +83% |
| Q4 2025 | $3.70 | +81% |
| Q3 2025 | $2.08 | +1% |
| Q2 2025 | $2.04 | -1.4% |
| Q1 2025 | $2.01 | -2% |
| Q4 2024 | $2.04 | +1% |
TSCO earned $3.49 per share over the past year, up 68% 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 has the edge over TSCO 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 has the edge over TSCO on profitability, with a higher operating margin.
TSCO Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $3.9B | +5.1% |
| Q2 2026 | $4.5B | +2.3% |
| Q1 2026 | $3.6B | +3.6% |
| Q4 2025 | $3.9B | +3.3% |
| Q3 2025 | $3.7B | +7.2% |
| Q2 2025 | $4.4B | +4.5% |
| Q1 2025 | $3.5B | +2.1% |
| Q4 2024 | $3.8B | +3.1% |
TSCO's revenue has grown year over year for 11 quarters in a row: $3.9B last quarter, up 5.1% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 7.9% | -1.3 points |
| Q2 2026 | 10% | -2.7 points |
| Q1 2026 | 6.5% | -0.7 points |
| Q4 2025 | 7.6% | -0.8 points |
| Q3 2025 | 9.2% | -0.1 points |
| Q2 2025 | 13% | -0.2 points |
| Q1 2025 | 7.2% | -0.6 points |
| Q4 2024 | 8.4% | -0.7 points |
TSCO's operating margin was 7.9% last quarter, down 1.3 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.
TSCO Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $13.6M | -55% |
| Q2 2026 | $328.9M | -43% |
| Q1 2026 | -$111.5M | -248% |
| Q4 2025 | $59.3M | -78% |
| Q3 2025 | $30.3M | +$132.2M |
| Q2 2025 | $575.4M | +57% |
| Q1 2025 | $75.5M | -25% |
| Q4 2024 | $271.2M | +61% |
TSCO 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 |
TSCO Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -3.1M shares |
| 1 year | -2% | -10.6M shares |
| 3 years | -4.6% | -25.2M shares |
| 5 years | -9.5% | -54.5M shares |
| Available history | -14% | -82.2M shares |
TSCO has the edge over AMZN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $89.1M |
| Q2 2026 | $135.6M |
| Q1 2026 | $118M |
| Q4 2025 | $117.3M |
| Q3 2025 | $74M |
| Q2 2025 | $72.8M |
| Q1 2025 | $95.1M |
| Q4 2024 | $154M |
TSCO spent $460M buying back its own shares over the past year, up 16% from 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 has the edge over TSCO on leverage, with a lower net debt burden relative to earnings.
TSCO Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 1.1x | Healthy |
| Q2 2026 | 1.0x | Healthy |
| Q1 2026 | 1.0x | Very low |
| Q4 2025 | 0.8x | Very low |
| Q3 2025 | 0.8x | Very low |
| Q2 2025 | 0.7x | Very low |
| Q1 2025 | 1.0x | Very low |
| Q4 2024 | 0.8x | Very low |
TSCO's net debt is about 1.1 years of its operating earnings (EBITDA), up from less than a year 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).
TSCO Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 54.6 | Neutral |
| Stochastic | 76.3 | Neutral |
TSCO's weekly RSI is 55 (neutral) and its Stochastic is 76 (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.
TSCO PE vs Consumer Cyclical Sector
| Metric | TSCO | Sector median | Relative |
|---|---|---|---|
| PE | 11x | 18x | 42% below |
| PE % | 8 | 47 | 39 pts below |
TSCO 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 TSCO on trend strength, trading above more of its moving averages.
TSCO Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $33.8 | 8.3% above |
| 20 week MA | $33.3 | 10% above |
| 50 week MA | $39.8 | 7.9% below |
| 100 week MA | $47.3 | 23% below |
| 200 week MA | $47.9 | 23% below |
TSCO has bounced recently, but its long-term trend is still down: it's above its 8- and 20-week averages, but 23% 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 TSCO on returns for 2026, with the stronger performance.
TSCO Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $18.5 | $29.4 | +59% |
| 2021 | $29.4 | $45.7 | +55% |
| 2022 | $45.7 | $43.4 | -4.9% |
| 2023 | $43.4 | $43.0 | -0.9% |
| 2024 | $43.0 | $54.6 | +27% |
| 2025 | $54.6 | $51.4 | -5.8% |
| 2026 YTD | $51.4 | $36.6 | -29% |
TSCO has finished lower in three of the last six years. It's down 29% so far in 2026.