Scan to Download Gate App
qrCode
More Download Options
Don't remind me again today

Amazon.. Is it the biggest "underrated" opportunity in the market today?


-
When you look at the current market value of (2.5 trillion dollars), you might think that the stock is saturated.
But if we break the company down into parts, you will find that the market is still mispricing this giant, especially when looking at the next five years.
-
Here's the calculation simply:

1. Digital Advertisements ( The Hidden Treasure ):
This is the most overlooked part of Wall Street. Revenues reaching $70 billion with incredible operating profit margins approaching 50%.

We are talking about a sector that generates an operational income of 25 billion dollars. If we value it separately at a multiple of 25x, this sector alone is worth 800 billion dollars. With the advertising market growing to 1.5 trillion by 2030, this is an exceptional trillion-dollar opportunity.
-
2. E-commerce ( More than just a store ):
By 2040, the volume of global trade will reach 17 trillion dollars.
Amazon owns 15% of the global market today.
With the introduction of robots and the improvement of the logistics network, free cash flow margins (FCF) will rise to 8-10%.
Compared to ‎$COST and ‎$WMT , which are trading at high multiples (50x),
The valuation of Amazon's trade at $2.4 trillion over a decade is a very fair estimate.
-
3. Cloud Engine (AWS):
The American cloud market is heading towards $2.3 trillion. AWS grows by 20% annually with elite margins.
The evaluation of this sector alone ranges from 1.3 to 2 trillion dollars.
-
Summary:
If we combine these parts ( without considering projects like Kuiper or Twitch),
We reach a fair future value of approximately 5.5 trillion dollars.
The market today sells you all this for just 2.5 trillion.

In the world of investment, true profit lies in the gap between "current price" and "intrinsic value." The gap in Amazon seems very enticing for patient investors.

Do you agree with this assessment, or do you think Amazon has reached the peak of its growth? .. #JoinGrowthPointsDrawToWiniPhone17
View Original
❤️
❤️❤️
MC:$3.6KHolders:1
0.00%
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
0/400
No comments
  • Pin
Trade Crypto Anywhere Anytime
qrCode
Scan to download Gate App
Community
  • 简体中文
  • English
  • Tiếng Việt
  • 繁體中文
  • Español
  • Русский
  • Français (Afrique)
  • Português (Portugal)
  • Bahasa Indonesia
  • 日本語
  • بالعربية
  • Українська
  • Português (Brasil)