AMZN – Market expectations are for Uniform ROA to fade, but management is confident about their international investments, Prime Video, and measurement services
February 9, 2021
- Amazon.com, Inc. (AMZN:USA) currently trades at recent highs relative to UAFRS-based (Uniform) earnings, with a 44.3x Uniform P/E. Even at these levels, the market has bearish expectations for the firm, but management is confident about their international investments, Prime Video content, and unique measurement services
- Specifically, management is confident they are investing in various dimensions internationally ahead of the U.S. and that there are a lot of beneficial competitive factors internationally. Furthermore, management is confident they can produce
top-tier U.S. content through Prime Video and that they can provide unique measurement services to help entrepreneurs grow their business through advertising