𝛼SK or Searchbullish
아마존 vs 월마트, 소매 판매 및 은행 + 10년 단위 투자 테마
SUMMARY
- Valuation in Retail Sales diverging — Walmart (WMT) bricks and mortar seller with 82% in-store sales & 18% online) VS Amazon (AMZN) with 95% online & 5% in-store):
- Walmart with a bonkers 45.8x forward P/E as it hit $1 trillion market capitalisation — also now trading at 3x its average (pre-2024) EV/EBIT multiple and 65x P/FCF for a business that grew revenues less than 4% CAGR for the last decade
- Amazon with a colling 27.4x forward P/E
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- 아마존 vs 월마트, 소매 판매 및 은행 + 10년 단위 투자 테마10 Feb 2026
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