AMAZON COM INC vs PDD Holdings Inc.. A side-by-side on valuation, growth, margins, returns, and what each price is betting.
Where AMZN and PDD diverge most: on debt / equity, AMZN reads 0.28 and PDD reads 0.00; on revenue growth, AMZN reads +14.2% and PDD reads +45.5%. The rest of the comparable metrics sit closer together. What AMZN's price implies is a demanding bet versus history and the cohort (whole-company basis). What PDD's price implies is an extreme bet versus history and the cohort (whole-company basis). The bull and bear cases for each are in their full reports below.
| Metric | AMZN | PDD |
|---|---|---|
| Price | $245.35 | $85.11 |
| Market cap | $2.67T | $504.7B |
| Sector | Retail | Internet Retail |
| Stage | Mature | Growth |
| P/E | 29.4 | — |
| P/B | 6.04 | — |
| P/S | 3.59 | — |
| EV/EBITDA | 17.3 | — |
| Revenue growth | +14.2% | +45.5% |
| Operating margin | 13.1% | 21.6% |
| Net margin | 8.9% | 22.7% |
| Return on equity | 15.0% | 23.7% |
| Return on assets | 7.2% | 15.5% |
| Return on invested capital | 11.9% | 18.4% |
| FCF yield | -0.1% | — |
| Debt / equity | 0.28 | 0.00 |
| Current ratio | 1.18 | 2.43 |
| Altman Z (solvency) | 7.38 | 8.39 |
| Piotroski F (quality) | 5 / 9 | 5 / 9 |
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The stronger value is highlighted per metric where one is strictly better on that single number; it is not an overall verdict on either company. For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.