AMZN vs V: Which Is the Better Buy?
Side-by-side comparison of Amazon.com, Inc. and Visa 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
Visa Inc. · Financial Services
$304.36
+45.0% upside to fair value
High Conviction
Grade A-
QuantHub Verdict
V has more upside to fair value
(+45.0%).
V trades at a lower forward P/E
(23.7x).
These are model outputs — not personalized investment advice.
See all research →
Valuation & Fundamentals
| Metric |
AMZN |
V |
| Current Price |
$259.34 |
$304.36 |
| Fair Value Estimate |
$316.00 |
$441.32 |
| Upside to Fair Value |
+21.8%
|
+45.0%
|
| Market Cap |
$2,789.8B |
$586.8B |
| Forward P/E |
26.5x
|
23.7x
|
| EV / EBITDA |
16.8x
|
22.3x
|
| Price / Sales |
3.9x
|
14.2x
|
| Price / FCF |
—
|
25.6x
|
| Revenue Growth YoY |
+17.0%
|
+11.3%
|
| Gross Margin |
51.8%
|
81.08%
|
| Operating Margin |
13.1%
|
59.18%
|
| Return on Equity |
21.5%
|
54.22%
|
| Dividend Yield |
0% |
0.83% |
| FCF Yield |
-0.81%
|
3.91%
|
| Analyst Consensus |
Strong Buy
|
Strong Buy
|
Investment Thesis
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…
Visa is the world's dominant payment network with $40B in net revenue (FY2025), 50%+ net margins, and a capital-light toll-booth model processing $14.2T in annual payment volume across 257.5B transactions. The business compounds at 10-12% revenue CAGR with operating leverage pushing EPS growth to 12-15% over a cycle, funded by $21.6B in annual free cash flow against only $1.5B in capex. At 28.0x …
Accumulation Zones
| Metric |
AMZN |
V |
| Zone Low |
$237.00 |
$330.99 |
| Zone High |
$268.60 |
$375.12 |
| In Buy Zone? |
Yes
|
Yes
|