AMZN
Amazon.com, Inc.
AMZN has the edge over WSM overall, supported by stronger valuation and stronger modeled upside.
WSM
Williams-Sonoma, Inc.
WSM 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.
WSM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Healthy | |
| Strong | |
| Strong |
WSM'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 WSM in the historical PE scenario, which offers more potential upside but is not a forecast.
WSM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Cheap | 9x | $87.36 | -65% |
| Fair | 17x | $164 | -34% |
| Expensive | 22x | $212 | -15% |
| Forward | 25x | $250 | — |
| Current | 26x | $250 | — |
Historical ranges are pointers, not guarantees.
WSM's PE is in its expensive range at 26x. If earnings grow as analysts expect, today's price would be 25x 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.
WSM Forward outlook
| Metric | Outlook |
|---|---|
| Stable | |
| Growth | |
| Growth | |
| Improving | |
| Moderate | |
| Moderate |
WSM has the edge over AMZN on the outlook, with more favorable valuation expectations.
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 WSM on earnings, with stronger typical year-over-year growth.
WSM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $10.16 | +4.1% |
| Q3 2026 | $9.76 | +10% |
| Q2 2026 | $8.92 | +3.6% |
| Q1 2026 | $8.84 | +0.6% |
| Q4 2025 | $8.87 | +5% |
| Q3 2025 | $8.87 | +6.7% |
| Q2 2025 | $8.61 | +5.9% |
| Q1 2025 | $8.79 | +21% |
| Q4 2024 | $8.45 | +18% |
WSM's earnings per share have climbed steadily: $9.76 over the past year, up 10% from the year before, and higher year over year for 10 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 WSM 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'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.
WSM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $2B | +6.7% |
| Q2 2026 | $1.8B | +4.4% |
| Q1 2026 | $2.4B | -4.3% |
| Q4 2025 | $1.9B | +4.6% |
| Q3 2025 | $1.8B | +2.7% |
| Q2 2025 | $1.7B | +4.2% |
| Q1 2025 | $2.5B | +8% |
| Q4 2024 | $1.8B | -2.9% |
WSM's revenue is recovering but still below its 2022 peak: $2B last quarter, up 6.7% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 23% | +5 points |
| Q2 2026 | 16% | -0.6 points |
| Q1 2026 | 20% | +0.1 points |
| Q4 2025 | 17% | -0.9 points |
| Q3 2025 | 18% | +1.6 points |
| Q2 2025 | 17% | -2.7 points |
| Q1 2025 | 20% | 0 points |
| Q4 2024 | 18% | +0.8 points |
WSM 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.
WSM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $480.8M | +108% |
| Q2 2026 | $98.6M | +63% |
| Q1 2026 | $516M | -8.9% |
| Q4 2025 | $248.1M | +46% |
| Q3 2025 | $230.7M | +7.3% |
| Q2 2025 | $60.7M | -68% |
| Q1 2025 | $566.3M | -8.8% |
| Q4 2024 | $170.1M | -32% |
WSM 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 |
WSM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.8% | -1M shares |
| 1 year | -3.8% | -4.7M shares |
| 3 years | -7.9% | -10.2M shares |
| 5 years | -22% | -34.3M shares |
| Available history | -25% | -39.5M shares |
WSM has the edge over AMZN on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $287.8M |
| Q1 2026 | $298.3M |
| Q4 2025 | $266.6M |
| Q3 2025 | $199.1M |
| Q2 2025 | $90M |
| Q1 2025 | $100M |
| Q4 2024 | $533.9M |
WSM spent $853M buying back its own shares over the past year, down 7.6% 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's net debt is less than a year of its operating earnings (EBITDA), after holding more cash than debt a year ago.
WSM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.6x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.6x | Net Cash |
| Q4 2025 | -0.5x | Net Cash |
| Q3 2025 | -0.6x | Net Cash |
| Q2 2025 | -0.6x | Net Cash |
| Q1 2025 | -0.7x | Net Cash |
| Q4 2024 | -0.5x | Net Cash |
WSM has the edge over AMZN on leverage, with a lower net debt burden relative to earnings.
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).
WSM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 63.1 | Neutral |
| Stochastic | 66.6 | Neutral |
WSM's weekly RSI is 63 (neutral) and its Stochastic is 67 (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 WSM on valuation relative to its sector.
WSM PE vs Consumer Cyclical Sector
| Metric | WSM | Sector median | Relative |
|---|---|---|---|
| PE | 26x | 18x | 42% above |
| PE % | 98 | 47 | 51 pts above |
WSM is trading at 26x earnings, a 42% 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 is in an uptrend: it's above all five of its weekly moving averages, and 40% above its 200-week average.
WSM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $245.7 | 1.9% above |
| 20 week MA | $237.1 | 5.6% above |
| 50 week MA | $213.1 | 18% above |
| 100 week MA | $197.3 | 27% above |
| 200 week MA | $151.3 | 65% above |
WSM is in an uptrend: it's above all five of its weekly moving averages, and 65% 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.
WSM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $36.5 | $53.8 | +47% |
| 2021 | $53.8 | $84.5 | +57% |
| 2022 | $84.5 | $60.1 | -29% |
| 2023 | $60.1 | $100.9 | +68% |
| 2024 | $100.9 | $186.1 | +84% |
| 2025 | $186.1 | $188.6 | +1.4% |
| 2026 YTD | $188.6 | $250.4 | +33% |
WSM has the edge over AMZN on returns for 2026, with the stronger performance.