Amazon.com Inc (AMZN)vsPDD Holdings Inc. (PDD)
AMZN
Amazon.com Inc
$268.26
+1.41%
CONSUMER CYCLICAL · Cap: $2.85T
PDD
PDD Holdings Inc.
$98.03
+0.27%
CONSUMER CYCLICAL · Cap: $139.17B
Smart Verdict
WallStSmart Research — data-driven comparison
Amazon.com Inc generates 66% more annual revenue ($716.92B vs $431.85B). PDD leads profitability with a 23.0% profit margin vs 10.8%. PDD appears more attractively valued with a PEG of 0.70. PDD earns a higher WallStSmart Score of 75/100 (B+).
AMZN
Buy59
out of 100
Grade: C
PDD
Strong Buy75
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-67.8%
Fair Value
$159.91
Current Price
$268.26
$108.35 premium
Margin of Safety
+78.1%
Fair Value
$488.79
Current Price
$98.03
$390.76 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 22 in profit
Attractively priced relative to earnings
Conservative balance sheet, low leverage
Generating 24.1B in free cash flow
Large-cap with strong market position
Every $100 of equity generates 27 in profit
Keeps 23 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Weak financial health signals
Negative free cash flow — burning cash
Weak financial health signals
Earnings declined 10.8%
Comparative Analysis Report
WallStSmart ResearchBull Case : AMZN
The strongest argument for AMZN centers on Market Cap, Return on Equity. Revenue growth of 13.6% demonstrates continued momentum.
Bull Case : PDD
The strongest argument for PDD centers on P/E Ratio, Debt/Equity, Free Cash Flow. Profitability is solid with margins at 23.0% and operating margin at 22.4%. Revenue growth of 12.0% demonstrates continued momentum.
Bear Case : AMZN
The primary concerns for AMZN are PEG Ratio, P/E Ratio, Piotroski F-Score.
Bear Case : PDD
The primary concerns for PDD are Piotroski F-Score, EPS Growth.
Key Dynamics to Monitor
AMZN profiles as a value stock while PDD is a mature play — different risk/reward profiles.
AMZN carries more volatility with a beta of 1.38 — expect wider price swings.
AMZN is growing revenue faster at 13.6% — sustainability is the question.
PDD generates stronger free cash flow (24.1B), providing more financial flexibility.
Bottom Line
PDD scores higher overall (75/100 vs 59/100), backed by strong 23.0% margins and 12.0% revenue growth. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amazon.com Inc
CONSUMER CYCLICAL · INTERNET RETAIL · USA
Amazon.com, Inc. is an American multinational technology company which focuses on e-commerce, cloud computing, digital streaming, and artificial intelligence. It is one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Microsoft, and Facebook. The company has been referred to as one of the most influential economic and cultural forces in the world, as well as the world's most valuable brand.
Visit Website →PDD Holdings Inc.
CONSUMER CYCLICAL · INTERNET RETAIL · China
Pinduoduo Inc., operates an electronic commerce platform in the People's Republic of China. The company is headquartered in Shanghai, the People's Republic of China.
Visit Website →Compare with Other INTERNET RETAIL Stocks
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