21/36 against 28/36 checks · to 2026-09-11
AMZN vs NVDA.
AmazonRuns the largest US online store and, more profitably, the AWS cloud.
NVIDIADesigns the GPUs that train and run most of the world's AI models.→Amazon (AMZN) and NVIDIA (NVDA) are within reach of each other at $2.77T and $5.26T, and on the filings NVIDIA passes more, 28 checks of 36 against 21.
Which passes more checks?
widest gap first→The two are furthest apart on Shareholder returns, where NVIDIA passes 5 more of the six.
→Amazon turns over $775.7B to NVIDIA's $303.0B, 2.6 times as much. Amazon keeps 17.4% of revenue as profit against 63.7% at NVIDIA.
Which hands more back to owners?
→NVIDIA pays 0.5% at today's price and Amazon effectively pays nothing, which is the clearest difference in what each hands back.
Which is cheaper?
→Amazon is the cheaper of the two on earnings, 20.6x against 27.7x. Against their own histories, Amazon is below its 77.8x median and NVIDIA is below its 33.9x.
Which is growing faster, AMZN or NVDA?
→NVIDIA grew revenue faster over the last twelve months, +83.4% against +15.8% at Amazon - 68 points apart. Over three years the order is reversed: NVIDIA compounds at +100.0% against +11.7%.
Which keeps more of each sale?
→NVIDIA keeps more of each sale: gross margin of 74.7% against 50.8%, a gap of 24 points that flows into everything below it.
Which balance sheet is stronger?
→Both lean on debt to a similar degree, 0.24x to equity at Amazon and 0.15x at NVIDIA.
Where they differ most
the checks behind the gapShareholder returns: NVIDIA 5 ahead
- Share count isn't climbing shares down 2.2% over 3 years
- Buybacks outpace the stock issued to staff $55.3B bought back vs $7.2B of stock compensation
- What it hands back fits inside its cash flow 48.9% vs 100.0%
- Share count isn't climbing shares up 6.3% over 3 years
- Buybacks outpace the stock issued to staff no buybacks against $19.3B of stock compensation
- Hands cash back to owners no dividends and no buybacks in the last twelve months
Trend: NVIDIA 2 ahead
- Price above the Kumo cloud $218.29 against a cloud top of $210.67
- Tenkan above the Kijun Tenkan $224.68 above the Kijun $220.76, 23 sessions since they crossed
- The Senkou cloud ahead is rising the Senkou spans already drawn for the next 26 sessions are rising and it turns up partway through
- Price above the Tenkan and the Kijun $256.78 against the Tenkan (9 sessions) at $256.97 and the Kijun (26) at $264.86
- Tenkan above the Kijun Tenkan $256.97 below the Kijun $264.86, 5 sessions since they crossed
- Chikou above the price 26 sessions back $256.78 against $272.65 26 sessions ago