AMZN vs META: Which Is the Better Buy?

Side-by-side comparison of Amazon.com, Inc. and Meta Platforms, Inc. — fair value, conviction, valuation metrics, and QuantHub research signals. Updated 2026-05-20.
Amazon.com, Inc. · Consumer Cyclical
$259.34
+21.8% upside to fair value
Grade B High Quality
VS
Meta Platforms, Inc. · Communication Services
$671.34
+36.4% upside to fair value
Grade B High Quality
QuantHub Verdict
META has more upside to fair value (+36.4%). AMZN trades at a lower forward P/E (26.5x). These are model outputs — not personalized investment advice. See all research →
Valuation & Fundamentals
Metric AMZN META
Current Price $259.34 $671.34
Fair Value Estimate $316.00 $916.00
Upside to Fair Value +21.8% +36.4%
Market Cap $2,789.8B $1,698.2B
Forward P/E 26.5x 28.0x
EV / EBITDA 16.8x 16.5x
Price / Sales 3.9x 8.4x
Price / FCF 36.8x
Revenue Growth YoY +17.0% +23.8%
Gross Margin 51.8% 82.0%
Operating Margin 13.1% 41.4%
Return on Equity 21.5% 30.6%
Dividend Yield 0% 0%
FCF Yield -0.81% 2.72%
Analyst Consensus Strong Buy Strong Buy
Investment Thesis
AMZN — Amazon.com, Inc.
Amazon delivered a landmark Q1 2026 with revenue of $181.5 billion up 17% year over year and diluted EPS of $2.78 versus the $1.63 consensus, driven by AWS reaccelerating to 28% growth, its fastest pace in fifteen quarters, and a record consolidated operating margin of 13.1%. AWS generated $37.6 billion in revenue at a 37.7% segment operating margin, contributing $14.2 billion in operating income…
META — Meta Platforms, Inc.
Meta Platforms, Inc. operates a leading global social media and technology platform primarily through its Family of Apps segment, which generates over 98% of its $201 billion 2025 revenue, driven by strong advertising growth. The company maintains a high-quality business with a durable competitive moat supported by network effects, brand strength, and intangible assets, reflected in a 30.6% retur…
Accumulation Zones
Metric AMZN META
Zone Low $237.00 $687.00
Zone High $268.60 $778.60
In Buy Zone? Yes Yes
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