| Stage | AMZN | % of rev | GOOG | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $202B | 100.00% | $128B | 100.00% | AMZN ×1.58 |
| Gross profit | $77.4B | 38.31% | $76.2B | 59.70% | GOOG +21.4pp |
| Operating income | $28.1B | 13.90% | $40.6B | 31.81% | GOOG +17.9pp |
| Pre-tax income | $26.9B | 13.31% | $32.4B | 25.36% | GOOG +12.1pp |
| Net income | $20.7B | 10.24% | $26.5B | 20.75% | GOOG +10.5pp |
| Stage | AMZN | GOOG | Gap · A − B |
|---|---|---|---|
| Revenue | $202B100.00% | $128B100.00% | AMZN ×1.58 |
| Gross profit | 38.31%$77.4B | 59.70%$76.2B | GOOG +21.4pp |
| Operating income | 13.90%$28.1B | 31.81%$40.6B | GOOG +17.9pp |
| Pre-tax income | 13.31%$26.9B | 25.36%$32.4B | GOOG +12.1pp |
| Net income | 10.24%$20.7B | 20.75%$26.5B | GOOG +10.5pp |
No disclosed counterparties: GOOG.
None