AMZN
Amazon.com, Inc.
AMZN has the edge over VFS overall, supported by stronger valuation and stronger modeled upside.
VFS
VinFast Auto Ltd.
VFS 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.
VFS Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Weak | |
| Weak | |
| Unavailable |
VFS's revenue is currently healthy, but its profitability and cash flow are weak. There isn't enough data to rate its balance sheet.
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.
VFS PE Valuation
VFS 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 VFS on the outlook, with more favorable earnings expectations.
VFS Forward outlook
| Metric | Outlook |
|---|---|
| -- | |
| Losses steady | |
| Strong growth | |
| Strongly improving | |
| Limited | |
| High |
Analysts expect VFS's revenue to grow and its profitability to improve, with its earnings 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 VFS on earnings quality, reporting a profit while its opponent remains loss making.
VFS Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Q2 2026 | -$2.09 | -$0.73 |
| Q1 2026 | -$1.79 | -$0.45 |
| Q4 2025 | -$1.62 | -$0.33 |
| Q3 2025 | -$1.54 | -$0.45 |
| Q2 2025 | -$1.36 | -$0.24 |
| Q1 2025 | -$1.34 | -$0.32 |
| Q4 2024 | -$1.29 | -$0.28 |
| Q3 2024 | -$1.09 | -$0.13 |
VFS lost $2.09 per share over the past year, a bigger loss than 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 VFS on profitability, with a higher operating margin.
VFS Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q2 2026 | $1.2B | +83% |
| Q1 2026 | $900.2M | +42% |
| Q4 2025 | $1.5B | +139% |
| Q3 2025 | $705M | +47% |
| Q2 2025 | $646.9M | +92% |
| Q1 2025 | $635.1M | +150% |
| Q4 2024 | $642.5M | +70% |
| Q3 2024 | $480.1M | +49% |
VFS has the edge over AMZN on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q2 2026 | -93% | -14 points |
| Q1 2026 | -99% | -25 points |
| Q4 2025 | -74% | +71 points |
| Q3 2025 | -96% | -30 points |
| Q2 2025 | -79% | +76 points |
| Q1 2025 | -74% | +80 points |
| Q4 2024 | -145% | -14 points |
| Q3 2024 | -66% | +42 points |
VFS's operating margin was −93% last quarter, down 14 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.
VFS Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q2 2026 | -$924.2M | -$265.9M |
| Q1 2026 | -$713.8M | +$15.6M |
| Q4 2025 | -$546.8M | -$348.2M |
| Q3 2025 | -$692.2M | -$132.8M |
| Q2 2025 | -$658.3M | -$250.1M |
| Q1 2025 | -$729.5M | -$58.9M |
| Q4 2024 | -$198.6M | +$317.5M |
| Q3 2024 | -$559.4M | +$560.3M |
VFS 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 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 |
VFS Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | 0% | -- |
| 1 year | 0% | +723K shares |
| 3 years | +0.7% | +17.3M shares |
VFS has the edge over AMZN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q2 2026 | — |
| Q1 2026 | — |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | — |
| Q1 2025 | — |
| Q4 2024 | — |
| Q3 2024 | $39.00 |
VFS hasn't bought back shares 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's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
VFS Net Leverage
VFS's operating earnings (EBITDA) were negative over the past year, so its debt can't be measured against them.
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).
VFS Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 44.7 | Neutral |
| Stochastic | 50.6 | Neutral |
VFS's weekly RSI is 45 (neutral) and its Stochastic is 51 (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.
VFS PE vs Consumer Cyclical Sector
VFS 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 VFS on trend strength, trading above more of its moving averages.
VFS Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $3.13 | 2.2% below |
| 20 week MA | $3.13 | 2.2% below |
| 50 week MA | $3.35 | 8.7% below |
| 100 week MA | $3.43 | 11% below |
| 200 week MA | $5.71 | 46% below |
VFS is in a downtrend: it's below all five of its weekly moving averages, and 46% 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 VFS on returns for 2026, with the stronger performance.
VFS Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2021 | $9.68 | $9.68 | 0% |
| 2022 | $9.68 | $10.0 | +3.5% |
| 2023 | $10.0 | $8.37 | -16% |
| 2024 | $8.37 | $4.32 | -48% |
| 2025 | $4.32 | $3.39 | -22% |
| 2026 YTD | $3.39 | $3.06 | -9.7% |
VFS has finished three years in a row lower, and it's down 9.7% so far in 2026.