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Amazon.com, Inc (AMZO34) Fair Value & Analysis

Consumer Cyclical · BR · Market cap R$13.6T

AC Amazon.com, Inc AMZO34 · SA
PriceR$62.59
Fair ValueR$6.63
Upside-89.4%
Quality49/100
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Evidence: High Range R$3.71 – R$8.30

Fair value as of: Jul 14, 2026

From 23 valuation models · updated yesterday

Fair value updated Jul 14, 2026 — revised from R$6.91 to R$6.63 (−4.1%) since Jun 24, 2026. Share price +3.3% over the past month.

Price vs Fair Value (12 months)

R$68.74 R$51.76 Fair Value R$6.63 Jul 2025 Jul 2026

12‑month range R$51.76 – R$68.74 · fair‑value band R$3.71 – R$8.30 · the R$62.59 price screens above the R$6.63 fair value. As of Jul 14, 2026.

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Analysis

Amazon.com, Inc (AMZO34) currently trades at R$62.59, while our model-based Fair Value estimate is R$6.63 — implying the stock looks roughly 89.4% overvalued today. We read business quality at 49/100 (below-average quality), in the Consumer Cyclical sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium — the entry price still matters most (evidence: high).

Over the trailing twelve months, Amazon.com, Inc generated revenue of R$743B at a net margin of 12.2%. Revenue grew 16.6% year over year. It earns a return on equity of 24.3%. Net debt stands at R$13.3B. Fundamentals as of Jul 14, 2026

Our scenario range runs from R$3.71 (bear case) to R$8.30 (bull case); at R$62.59, the current price sits above that range. The share trades about 10% below its 52-week high and 22% above its 52-week low, currently above its 200-day average. For context, the median of 10 Consumer Cyclical peers we cover trades at -20% fair-value upside — at -89%, AMZO34 screens richer than that median.

Key figures & financial health

Revenue (TTM) R$743B
Revenue growth (YoY) +16.6%
Net margin 12.2%
Return on equity 24.3%
Free cash flow R$7.7B FY2025
P/E ratio 31.6
More key figures
Operating margin 13.1%
EPS (TTM) R$2.00
EPS growth (YoY) +74.8%
Net debt R$13.3B FY2022

Figures from reported company fundamentals (EODHD) · as of Jul 14, 2026. TTM = trailing twelve months.

About the company

Amazon.com, Inc. engages in the retail sale of consumer products, advertising, and subscriptions service through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). It also manufactures and sells electronic devices, including Kindle, fire tablets, fire TVs, echo, ring, blink, and eero; and develops and produces media content. In addition, the company offers programs that enable sellers to sell their products in its stores; and programs that allow authors, independent publishers, musicians, filmmakers, Twitch streamers, skill and app developers, and others to publish and sell content. Further, it provides compute, storage, Artificial intelligence, database, analytics, machine learning, and other services, as well as advertising services through programs, such as sponsored ads, display, and video advertising. Additionally, the company offers Amazon Prime, a …

Revenue & earnings trend

FY2021 – FY2025 · reported fiscal years

Amazon.com, Inc reported revenue of R$717B in FY2025 versus R$470B in FY2021, a compound +11.1%/yr. Reported net income was R$77.7B in FY2025, compounding +23.5%/yr from FY2021.

Revenue +11.1%/yr
FY21 R$470B
FY22 R$514B
FY23 R$575B
FY24 R$638B
FY25 R$717B
Net income +23.5%/yr
FY21 R$33.4B
FY22 −R$2.7B
FY23 R$30.4B
FY24 R$59.2B
FY25 R$77.7B

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Cite: Fair Value Calculator (2026). "Amazon.com, Inc Fair Value". https://www.fairvalue-calculator.com/stock/AMZO34

Recent news

External third-party headlines (Yahoo Finance, Reuters and others) — not an editorial selection, not financial advice.

Similar stocks

10 more Internet Retail stocks, each showing price versus our Fair Value estimate (as of Jul 14, 2026).

Stock Price Fair Value vs Fair Value
Alibaba Group BABA $125.95 $30.54 -76%
Naspers Limited NAPRF $52.01 $14.91 -71%
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MercadoLibre, Inc MELI $1,584 $798.98 -50%
DoorDash, Inc DASH $172.08 $102.62 -40%
Meituan MPNGF $9.20 $15.97 +74%
Sea Limited S2EA34 R$18.49 R$20.94 +13%
eBay Inc EBAY $109.15 $44.52 -59%
JD.com, Inc 9618 HK$115.80 HK$92.23 -20%

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Frequently asked questions

Is Amazon.com, Inc (AMZO34) undervalued?
As of Jul 14, 2026, our model estimates a fair value of R$6.63 versus a price of R$62.59 — about −89% (overvalued). Model-based estimate, not financial advice.
What is the fair value of AMZO34?
Our model-based fair value for Amazon.com, Inc is R$6.63 (as of Jul 14, 2026), built from audited fundamentals. The current price is R$62.59.
What is the quality score of AMZO34?
Amazon.com, Inc has a Quality Score of 49/100, measuring profitability, growth and balance-sheet strength from non-valuation factors.
What is the revenue of Amazon.com, Inc (AMZO34)?
Amazon.com, Inc reported trailing-twelve-month revenue of about R$743B (latest available figure, as of Jul 14, 2026).
What is the net profit margin of AMZO34?
The net profit margin of Amazon.com, Inc is about 12.2%, meaning it keeps roughly 12.2% of revenue as net income. Based on the latest reported figures.

How we calculate Fair Value

Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data — nothing guessed.

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Not financial advice · no buy/sell recommendation. Model-based estimates are not certainties; their reliability depends on data quality and assumptions.