July Charts of Interest: The Widespread Influence of AI Spending
In this month’s charts of interest, we look at current trends and reasons to be optimistic about the second half of 2026.
Charles Rotblut
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| Consumer Discretionary | Broadline Retail |
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In this month’s charts of interest, we look at current trends and reasons to be optimistic about the second half of 2026.
Charles Rotblut
The high level of concentration in the S&P 500 continues to drive its performance and distorts how the index and its typical constituent are performing.
Charles Rotblut
Sustainable value creation requires a competitive advantage that has both magnitude and duration.
Brian Haughey
This month’s charts of interest highlight stock/bond correlations, gasoline prices and why investment expenses still matter.
Charles Rotblut
Your adjusted gross income (AGI) carries more importance on your tax return than many taxpayers likely realize.
Charles Rotblut
| Share Statistics | AMZN | Industry Median |
Percentile (All Stocks) |
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| Market Cap (Mil) | $2,928,447.1 | $6,565.7 | 100% |
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| Shares Out (Mil) | 10,874.0 | 121.0 | 100% |
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| Institutional Ownership | 88.2% | 56.8% | 56% |
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| Float (Mil) | 9,779.8 | 185.2 | 99% |
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| Beta | 1.46 | 0.84 | 81% |
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| Avg Daily Volume (000s) | 53,142 | 454 | 100% |
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| Price Change (52-week) |
18.0% | 70.4% | 60% |
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| Growth | AMZN | Industry Median |
Percentile (All Stocks) |
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| Sales (5yr) | 13.2% | 8.1% | 68% |
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| Net Income (5yr) | 29.5% | 13.6% | 84% |
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| EPS (5yr) | 28.0% | 20.1% | 78 |
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| Dividends (5yr) | 0.0% | 0.0% | 0% |
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| Cash Flow (5yr) | 4.0% | (16.5%) | 67% |
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| Estimates | Qtrly | Current Fiscal Year |
Next Fiscal Year |
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| # of Estimates | 31 | 46 | 50 | |
| Current EPS | $1.914 | $11.139 | $10.159 | |
| Month Ago EPS | $1.908 | $8.694 | $9.902 | |
| # Rev Up | 1 | 3 | 1 | |
| # Rev Down | 0 | 0 | 0 | |
| Three Months Ago EPS | $1.909 | $8.589 | $9.835 | |
| Year/Year Chg | (31.2%) | 55.4% | 82.2% | |
| Financials | AMZN | Industry Median |
Percentile (All Stocks) |
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| Sales (TTM) (Mil) | $742,776 | $5,488 | 100% |
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| Net Income (TTM) (Mil) | $90,798 | $261 | 100% |
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| EPS (TTM) | $8.493 | $0.700 | 93% |
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| Operating Cash Flow (TTM) (Mil) | $148,531 | $972 | 100% |
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| Net Cash Flow (TTM) (Mil) | $34,799 | $78 | 100% |
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| Long-Term Debt (Q1) (Mil) | $218,088 | $1,145 | 100% |
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| Enterprise Value (Q1) (Mil) | $2,625,750 | $6,724 | 100% |
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| Valuation | AMZN | Industry Median |
Percentile (All Stocks) |
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| P/B | 6.61 | 2.48 | 84% |
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| P/E | 32.5 | 25.0 | 71% |
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| Dividend Yield | 0.0% | 0.0% | 0% |
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| PEG (5yr hist) | 1.2 | 0.8 | 49% |
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| Ratios | AMZN | Industry Median |
Percentile (All Stocks) |
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| Gross Margin | 50.8% | 44.3% | 63% |
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| Net Margin | 17.4% | 4.5% | 76% |
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| ROA | 11.6% | 5.1% | 90% |
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| ROE | 24.3% | 14.4% | 84% |
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| Liabilities to Assets | 51.8% | 58.4% | 44% |
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| F-Score | 6 | 5 | 69% |
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Passing Stock Screens
As of 7/31/2026, from a list of 60 stock screening strategies,
| Performance Since Inception: | 21.5% |
| +/- S&P 500: | +14.0 |
Price and market data provided by QuoteMedia and delayed a minimum of 15 minutes unless otherwise indicated. Fundamental data provided by AAII's Stock Investor Pro and S&P Global Market Intelligence and are updated through the previous trading day.
Ⓒ 2026 American Association of Individual Investors