Amazon: See The Company From A Different Perspective

Summary:

  • Amazon’s success in Brazil highlights its ability to replicate this growth in other emerging countries, benefiting from favorable economic conditions.
  • The welcome interest rate cut in America should create conditions for other central banks in the world, such as those in emerging countries, to do the same, benefiting the businesses.
  • Trading at low valuation levels compared to the last 3 years, Amazon shares could be a good opportunity.

Amazon

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Investment Thesis

I recommend buying Amazon.com, Inc. (NASDAQ:AMZN) shares, and I want to bring a completely different perspective on the company’s business. Amazon has approximately 23% of its revenue coming from abroad, and one of those countries is Brazil.

Ticker AMZN SE BABA MELI
Country USA Singapore China Argentina
Market Cap $1.96T $46B $197B $107B
Revenue Estimated $635B $15B $142B $20B
Revenue Growth 5 Years [CAGR] 19% 62% 18% 57%
EBITDA Margin 17.2% 2.6% 18.6% 17%
Net Income Margin 7.3% -1.4% 7.4% 8.1%
ROE 22% -2.9% 5.7% 47%


Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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