COMPARE · Data as of August 14, 2026
AMZN vs PDD
Verdict: Side-by-side breakdown using the Bull Rankings model. AMZN scored 56.6, PDD scored 67.7 — PDD leads.
Compare another set
Different reporting periods. AMZN's fundamentals are as of June 2026, but PDD's are as of December 2025 — a 6-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
AMZN
Amazon.com, Inc.
56.6
$262.65 · $2.8T
fundamentals as of
Score gap
11.1
PDD leads
PDD
PDD Holdings Inc.
67.7
$84.79 · $120.7B
fundamentals as of
The model, pillar by pillar (0–100 each)
AMZN
stronger →← stronger
PDD
63
Qualityreturns · margins · balance sheet
89
57
Growthrevenue & earnings expansion
81
51
Valuevaluation vs sector peers
78
PDD is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
AMZN
PDD
-$11.6bF
FCF
$15.8bA-
+15.8%B+
Rev
+9.7%B
0.46B+
D/E
0.01A
3.7xC
P/S
—
1.42B
PEG
0.85B+
—
P/E
8.9xA
Winner per row is the stronger grade in our model; a tie or a missing value shows no highlight.
Valuation · DCF cross-check
AMZN
PDD
—
Price vs fair valuelower is cheaper
65% below
—
Growth the price implies10-yr FCF · lower = less priced in
~-13%/yr
—
1-yr DCF upside
+127%
—
5-yr DCF upside
+185%
—
10-yr DCF upside
+297%
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
AMZN
No notable signals flagged.
PDD
Why this score
- Durable high returns
- Foreign reporter (CNY)
The companies
AMZNAmazon.com, Inc.
Why now
Internet Retail · market cap $2.8T. 9% off the 52-week high of $287.20. Revenue growing +16%, comfortably above the S&P median. 60 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $326.82 (implying +24% upside).
Moat
Net margin 17% beats the market median by a meaningful margin — the company is keeping more of every revenue dollar than the average S&P constituent. ROE 25% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. $2.8T market cap places it among the largest companies in the sector — distribution, R&D, and customer-acquisition costs amortize across a base peers can't replicate.
Risk
Free cash flow is negative (-$11.6b) — capital raises or debt issuance likely required; dilution / leverage risk. Beta 1.45 implies above-market volatility — position-size to the drawdowns this name will produce in a market correction, not to its bull-case return. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
PDDPDD Holdings Inc.
Why now
Internet Retail · market cap $120.7b. Down 39% from 52-week high of $139.41 — deep drawdown territory. PEG 0.85 — paying under fair value for the growth rate. 34 sell-side analysts rate this a Buy with a mean 1-yr target of $116.66 (implying +38% upside).
Moat
Net margin 23% sits well above the S&P median (~11%) — suggests structural pricing advantage or cost discipline competitors can't quickly close. ROE 24% sits above Buffett's preferred 15% threshold — the equity base is compounding at a rate the market struggles to discount accurately. FCF converts 112% of net income — earnings translate cleanly into cash, a sign that working capital and capex are well-disciplined.
Risk
Down 39% from the 52-week high — the market is pricing in something the screen can't see; verify the bear case before sizing up. E-commerce competition — Amazon, Walmart, Shein, and Temu have each forced the rest of the category to compete on price, fulfillment speed, or assortment; sustaining margins requires one of those being structurally defended.
Verdict — model-derived comparison
Generating verdict… typically 5–10 seconds
Not investment advice. The Bull Rankings publishes a quantitative ranking model and accompanying analysis for general informational purposes only. Nothing on this page is a recommendation to buy, sell, or hold any security; nothing is personalized to your circumstances, risk tolerance, or tax situation. Investing carries the risk of loss — invest at your own risk and consider consulting a licensed financial professional before acting on anything you read here. See terms and methodology for full disclosures.
Where AMZN and PDD diverge
On the headline score the gap is 11.1 points in favor of PDD. The widest single difference is Value, where PDD leads by 27.1 points.
- ValueAMZN 50.6 · PDD 77.7PDD +27.1
- QualityAMZN 62.6 · PDD 89.3PDD +26.7
- GrowthAMZN 57.3 · PDD 81.1PDD +23.8
Pillars run 0–100 against sector peers, so a score is a statement about a company relative to its own industry rather than to the other name here. A wide Value gap usually means the market already prices the difference in quality or growth — which is the trade-off this comparison comes down to.