Google vs Amazon: Which Is Better Value and Which Is the Higher-Quality Business?
I don’t think P/E ratios alone tell you whether a stock is good value. What about the quality of the underlying business, its moat, growth runway, competitive position, capital efficiency, and durability?
With that in mind, which do you think offers better value at today’s price: Alphabet (Google) or Amazon?
And separately, ignoring valuation for a moment, which company do you think has the higher-quality business overall and is better positioned for the next 10+ years?