Talk:Amazon.com, Inc.
Reviewing this reportEdit
I've been advised that this report is now complete. I've, therefore, started reviewing it. I will complete the review by this coming Monday (i.e. 10th July 2023).
Manos (talk) 20:56, 7 July 2023 (BST)
- I believe the report is very good and suitable for public dissemination. Some suggestions to improve the report as follows:
- The EV/sales ratio is a relatively common metric used by investors, especially when valuing a tech company (many investors consider Amazon as a tech company), so I suggest including that metric into the relative valuation table.
- To account for the different stages of the business lifecycle, add to the relative valuation table, the following metrics:
- Growth adjusted EV/sales ratio; and
- PEG ratio
- Consider including into the DCF model, the 1) concept of different business lifecycles and 2) data from peers. For example, use the operating margin of Amazon's peers for say stage four of the business lifecycle, rather than Amazon's historic margins, in its current stage of the business lifecycle, which seems to be stage two. See this report as an example: Freetrade.
- Add information to the summary section of the report about the company's valuation and risks. Also, add references to each paragraph/sentence.
- Add more references throughout the report. For example, in the Valuation>DCF section, it mentions about how the terminal growth rate (of between 3% and 5%) is derived from sources. Which is the source(s)?
Research report exampleEdit
Take a look at this commended research report on Tesla, Inc. from the Stockhub platform: https://stockhub.co/research/Tesla,_Inc. While it has garnered positive feedback, remember that it's simply a reference - there's no obligation to adhere to its style or content.
Manos (talk) 20:57, 7 July 2023 (BST)
Key source(s) of informationEdit
A prime source of insightful information about this company is the company itself. Specifically, the annual report provides comprehensive details about its financial status and business progress. You can access this valuable resource at the following link: Amazon.com's Annual Report. Another key source is that of the company's competitors.