Verdict: Side-by-side breakdown using the Bull Rankings model. W scored 24.6, AMZN scored 67.9 — AMZN leads.
Compare another set
Different reporting periods. W's fundamentals are as of June 2026, but AMZN's are as of March 2026 — a 3-month gap. Growth, margin and valuation figures below therefore describe different windows and aren't strictly like-for-like.
W
Wayfair Inc.
Internet Retail · Quality-Growth
24.6
$105.74 · $14.5B
fundamentals as of
Score gap
43.3
AMZN leads
AMZN
Amazon.com, Inc.
Internet Retail · Quality-Growth
67.9
$262.43 · $2.8T
fundamentals as of
At a glance · who leads each dimension, on the model's own rules
CheapestW1.1x
Fastest growthAMZN+12.4%
Highest qualityAMZN63 / 100
Side by side · every name on one set of axes
Growth against the P/S multiple. Up and to the right is cheaper and faster — the quality-growth idea in one picture. Points beyond the axis are pinned to the edge and marked off-scale rather than allowed to compress everything else.
The model, pillar by pillar (0–100 each)
W
stronger →← stronger
AMZN
33
Qualityreturns · margins · balance sheet
63
43
Growthrevenue & earnings expansion
86
10
Valuevaluation vs sector peers
58
AMZN is stronger on 3 of 3 pillars.
Fundamentals, head-to-head
W
AMZN
$562mC+
FCF
-$2.5bF
+7.5%B
Rev
+12.4%B+
Negative equity
D/E
0.46B+
1.1xB
P/S
3.6xC
23.50D
PEG
1.48B
Winner per row is the stronger grade; where grades tie, the better figure breaks it. A true tie or a missing value shows no highlight.
Valuation · DCF cross-check
W
AMZN
158% above
Price vs fair valuelower is cheaper
—
~32%/yr
Growth the price impliesyr-1 FCF growth, fading to 4% · lower = less priced in
—
-63%
1-yr DCF upside
—
-61%
5-yr DCF upside
—
-59%
10-yr DCF upside
—
The DCF is a cross-check on intrinsic value, separate from the quality-growth score above.
Model signals
W
Why this score
Diluting shareholders
AMZN
No notable signals flagged.
The companies
WWayfair Inc.
Internet Retail · $105.74 · beta 3.02
Why now
Internet Retail · market cap $14.5b. 12% off the 52-week high of $119.98. 29 sell-side analysts rate this a Buy with a mean 1-yr target of $123.72 (implying +17% upside).
Moat
Turnaround / out-of-favor name — GAAP-unprofitable for now, so the durability case is forward-looking: it rests on a recovery (margin normalization, a cyclical upturn or restructuring) or an un-monetized asset (IP / network effects / first-mover position) rather than on current reported results.
Risk
Currently unprofitable (margin -2.5%) — path to GAAP profitability is the core thesis risk. Beta 3.02 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.
AMZNAmazon.com, Inc.
Internet Retail · $262.43 · beta 1.46
Why now
Internet Retail · market cap $2.8T. 9% off the 52-week high of $287.20. Revenue growing +12%, comfortably above the S&P median. 58 sell-side analysts rate this a Strong Buy with a mean 1-yr target of $331.53 (implying +26% 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 31% — top-decile capital efficiency. Either pricing leverage, low capital intensity, or aggressive buybacks; the durability story depends on which. $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 (-$2.5b) — capital raises or debt issuance likely required; dilution / leverage risk. Beta 1.46 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.
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 W and AMZN diverge
On the headline score the gap is 43.3 points in favor of AMZN. The widest single difference is Value, where AMZN leads by 47.7 points.
ValueW 10.5 · AMZN 58.2AMZN +47.7
GrowthW 42.5 · AMZN 86.0AMZN +43.5
QualityW 33.4 · AMZN 62.7AMZN +29.3
Pillars run 0–100. Value is judged against each company's own sector, so a Value 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.
Common questions
Is AMZN or W the better stock?
AMZN scores higher: AMZN 67.9, W 24.6 out of 100 on the Bull Rankings quality-growth score, which blends business quality, growth and valuation into one number. A higher score means a stronger business at a more reasonable price — it is not a price target or a recommendation.
Where do AMZN and W differ most?
The widest gap is value, where AMZN leads by 48 points on the 0–100 pillar scale. AMZN leads all three pillars, so the gap is broad rather than a single-measure difference.
How are AMZN and W scored?
Each carries the same 0–100 quality-growth score used everywhere on the site, built from three pillars — quality (profitability and returns on capital), growth (revenue and earnings), and value (what you pay for them) — combined as a geometric mean, so a weak pillar cannot be papered over by a strong one.
How current is this comparison?
The whole universe is re-scored every trading day after the US market close, so the scores and fundamentals here reflect the latest published edition.