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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