AMZO34 — Amazon.com, Inc.
Tecnologia / Cloud / E-Commerce / Publicidade Digital|Event Impact Analysisstream
Premissas (2026-04-17)USD mode, FX 4.99
revenue
810.00 USD bn
op_margin
0.11 pct
sbc_rate
0.03 pct
fx
4.99 BRL/USD
multiple_adj
0.00 pct
shares
10.8k MM
Modelo
op_income=revenue * op_margin * 1000=88.3k
ebitda_usd=op_income=88.3k USD MM
ebitda_brl=ebitda_usd * fx=440.6k R$ MM
price_per_bdr=price_per_share / 2=0.03
Valuation
EBITDA Ajustado (DB)
US$ 88.290 MM
Dívida Líquida
US$ 0 MM (DL/EBITDA 0.00x)
Preço Atual
R$ 54.48 Implied EV/EBITDA 1.34x
Stream Price (base)
R$ 54.48
Event Impact | Preço Atual R$ 54.48
Clique em um evento para inspecionar referências e citações.
EventoEsperadoGanhoGanho/Preço
Pendentes (7)
+CAPEX normalizes faster — 2027 at US$160 bn or below1 ref1 check2027-12+R$ 10.00+18%+
op_margin 0.11 +0.02 → 0.13 pct
+Advertising revenue reaches US$90+ bn (high-margin incremental)1 ref1 check2028-12+R$ 4.36+8%+
multiple_adj 0 +0.08 → 0.08 pct
+AWS AI revenue exceeds US$30 bn run-rate by 2027 (incremental above baseline)1 ref2 checks2027-12+R$ 2.02+4%+
revenue 810 +30 → 840 USD bn
-Tariff expansion impacts marketplace GMV and supply chain1 ref2 checks2027-06R$ 1.68-3%+
revenue 810 -25 → 785 USD bn
-FTC antitrust adverse ruling forces marketplace restructuring1 ref1 check2028-06R$ 4.36-8%+
multiple_adj 0 -0.08 → -0.08 pct
-Global recession compresses consumer spending and cloud budgets simultaneously1 ref2027-12R$ 8.17-15%+
multiple_adj 0 -0.15 → -0.15 pct
-AI CAPEX does not generate proportional returns — FCF stays compressed1 ref2028-06R$ 10.00-18%+
op_margin 0.11 -0.02 → 0.09 pct