I have a stake in both Walmart and Amazon. Walmart stock annual gain is about 75% vs 45% for Amazon. In light of your analysis, I might reduce my Walmart shares a bit, keeping a big chunk in place. Thanks for your thorough analysis.
It is interesting that forward p/e is almost the same between both stocks and as well return on capital. I would rather expect amazon there infront. It seems that Walmart is very optmized and effective company
CFO to sales for AMZN, of course, is much higher than WMT -- becuz the margin from AWS is much much higher than from the e-commerce side, and also because within the e-commerce side, advertising and prime membership contribute much more to AMZN cash flow than in WMT case. It is quite meaningless to look at the total cash flow chart, etc, and then draw the conclusion that that is the result of better logistic network etc. No doubt what you say is true, but it not the main reason wht AMZN has higher cash flow to revenue ratio. Even though revenue from the e-commerce side is huge, AWS contibutes greatly to the cash flow and income of AMZN. We can just compare its aggregated figures with WMT's and draw all kinds of conclusions about the differences between these 2 sales businesses.
Hey, I just bought 3 stocks of Honda because Nissan and Honda are merging together. Think it was a good idea? Cause I do have another 3 stocks in Nissan. Think I could make a little extra cash from this?
Great review, I see a fast push towards Walmart as Americans pull back from name brand purchases during post inflation pain. This will probably continue for at least 2-3 more years as the economy recovers. Amazon is still a great buy, a Walmart Amazon merger would aid both companies simultaneously.
I have a stake in both Walmart and Amazon. Walmart stock annual gain is about 75% vs 45% for Amazon. In light of your analysis, I might reduce my Walmart shares a bit, keeping a big chunk in place. Thanks for your thorough analysis.
Good stuff
It is interesting that forward p/e is almost the same between both stocks and as well return on capital. I would rather expect amazon there infront. It seems that Walmart is very optmized and effective company
thanks bro. good perspective!
My pleasure!
CFO to sales for AMZN, of course, is much higher than WMT -- becuz the margin from AWS is much much higher than from the e-commerce side, and also because within the e-commerce side, advertising and prime membership contribute much more to AMZN cash flow than in WMT case.
It is quite meaningless to look at the total cash flow chart, etc, and then draw the conclusion that that is the result of better logistic network etc. No doubt what you say is true, but it not the main reason wht AMZN has higher cash flow to revenue ratio.
Even though revenue from the e-commerce side is huge, AWS contibutes greatly to the cash flow and income of AMZN. We can just compare its aggregated figures with WMT's and draw all kinds of conclusions about the differences between these 2 sales businesses.
Could you do a video on Grab Holdings ?
those are mega large stocks
Hey, I just bought 3 stocks of Honda because Nissan and Honda are merging together. Think it was a good idea? Cause I do have another 3 stocks in Nissan. Think I could make a little extra cash from this?
Great review, I see a fast push towards Walmart as Americans pull back from name brand purchases during post inflation pain. This will probably continue for at least 2-3 more years as the economy recovers. Amazon is still a great buy, a Walmart Amazon merger would aid both companies simultaneously.