Amazon (AMZN) is a broadline retail company in the Consumer Discretionary sector. Listed on the NASDAQ, Amazon is a component of the S&P 500 index. As of 2026-06-10, the stock is trading at $238.00.
Key Metrics & Risk
Based on 5-year historical data from Yahoo Finance (daily returns, annualized using 252 trading days).
| Metric | Value |
|---|---|
| Latest Price | $238.00 |
| Latest Date | 2026-06-10 |
| Expected Return (Annualized) | 13.39% |
| Risk / Std Dev (Annualized) | 35.55% |
| Sharpe Ratio (rf=4.5%) | 0.25 |
S&P 500 Context
- Sector: Consumer Discretionary
- Sub-Industry: Broadline Retail
- Exchange: NASDAQ
- Index: S&P 500 Component
Risk/Return Profile
The stock shows an annualized expected return of 13.39% with an annualized volatility of 35.55%. The Sharpe ratio of 0.25 (assuming 4.5% risk-free rate) indicates below-average risk-adjusted returns relative to the risk-free rate.
Modern Portfolio Theory Positioning
This stock is plotted on the S&P 500 Modern Portfolio Theory chart which visualizes the risk/return trade-off across all S&P 500 components. The chart uses Sharpe ratio as the color dimension, allowing quick identification of stocks with superior risk-adjusted performance.
Fundamentals
| Metric | Value |
|---|---|
| Market Cap | 2560.19B |
| Enterprise Value | 2652.64B |
| Trailing P/E | 31.65 |
| Forward P/E | 24.14 |
| Price to Book | 5.79 |
| Price to Sales | 3.45 |
| EV/Revenue | 3.57 |
| EV/EBITDA | 17.02 |
| Profitability | | | Profit Margin | 12.22% | | Operating Margin | 13.14% | | ROE | 24.29% | | ROA | 6.84% |
| Growth | | | Revenue Growth | 16.6% | | Earnings Growth | 74.8% |
| Financial Health | | | Total Revenue | 742.78B | | Total Debt | 235.54B | | Total Cash | 143.09B | | Free Cash Flow | 9.81B | | Operating Cash Flow | 148.53B |
| Price & Technical | | | 52W High | $278.56$ | | 52W Low | $196.0$ | | 50-Day Avg | $252.81$ | | 200-Day Avg | $232.35$ | | Beta | 1.44 | | Shares Outstanding | 10.76B | | Float Shares | 9.78B | | Insider Holdings | 8.9% | | Institutional Holdings | 68.02% | | Short Ratio | 2.12 | | Short % of Float | 0.94% |
| Analyst Targets | | | Target High | $370.0$ | | Target Low | $207.0$ | | Target Mean | $312.71$ | | Target Median | $317.0$ | | # of Analysts | 62 | | Recommendation | strong_buy |
Disclaimer
This analysis is for educational purposes only and does not constitute financial advice. Past performance is not indicative of future results. Always conduct your own research or consult a qualified financial advisor before making investment decisions.