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AMZN vs PHM

AMZN
Amazon.com, Inc.
NEUTRAL
Price
$263.04
Market Cap
$2.83T
Sector
Consumer Cyclical
AI Confidence
85%
PHM
PulteGroup, Inc.
NEUTRAL
Price
$119.21
Market Cap
$22.71B
Sector
Consumer Cyclical
AI Confidence
85%

Valuation

P/E Ratio
AMZN
36.69
PHM
11.53
Forward P/E
AMZN
27.82
PHM
10.65
P/B Ratio
AMZN
6.87
PHM
1.76
P/S Ratio
AMZN
3.95
PHM
1.35
EV/EBITDA
AMZN
19.78
PHM
7.93

Profitability

Gross Margin
AMZN
50.29%
PHM
26.1%
Operating Margin
AMZN
10.53%
PHM
13.13%
Profit Margin
AMZN
10.83%
PHM
12.14%
ROE
AMZN
22.29%
PHM
16.18%
ROA
AMZN
6.93%
PHM
9.96%

Growth

Revenue Growth
AMZN
13.6%
PHM
-12.4%
Earnings Growth
AMZN
5.0%
PHM
-30.4%

Financial Health

Debt/Equity
AMZN
0.43
PHM
0.19
Current Ratio
AMZN
1.05
PHM
7.14
Quick Ratio
AMZN
0.84
PHM
0.79

Dividends

Dividend Yield
AMZN
--
PHM
0.87%
Payout Ratio
AMZN
0.0%
PHM
9.28%

AI Verdict

AMZN NEUTRAL

Amazon exhibits stable financial health with a Piotroski F-Score of 6/9, though it trades at a massive premium compared to its Graham Number ($78.61) and Intrinsic Value ($103.97). While the company demonstrates exceptional operational execution with 4/4 recent earnings beats and strong ROE (22.29%), the valuation is stretched. This fundamental strength is currently countered by bearish insider sentiment and a very weak technical trend score (10/100), suggesting a potential short-term disconnect between long-term value and immediate price action.

Strengths
Consistent earnings outperformance with 4/4 recent beats and high average surprises (17.34%)
Strong profitability metrics including a 22.29% ROE and 50.29% gross margin
Conservative leverage with a Debt/Equity ratio of 0.43
Risks
Significant valuation gap between current price ($263.04) and deterministic fair value estimates
Bearish insider activity with $28.62M in net sales, including transactions by the CEO
Weak technical trend score (10/100) indicating potential momentum loss
PHM NEUTRAL

PHM exhibits a contradictory profile: a weak Piotroski F-Score of 3/9 indicates deteriorating operational health, yet the balance sheet remains exceptionally clean with a Debt/Equity ratio of 0.19. While the current price of $119.21 sits below the Graham Number ($125.69), it is significantly higher than the growth-based intrinsic value of $72.38, reflecting a premium that is not supported by current negative growth trends. Revenue and earnings are in a sharp cyclical decline (-12.4% and -30.4% YoY respectively), driven by mortgage rate volatility and affordability challenges. The stock is currently a battle between strong solvency and weakening fundamentals.

Strengths
Extremely low leverage (Debt/Equity 0.19)
Strong liquidity position (Current Ratio 7.14)
Low valuation relative to sector average P/E (11.53 vs 31.73)
Risks
Significant earnings contraction (-30.4% YoY)
Gross margin compression (28.9% to 26.3% per 10-K)
High sensitivity to mortgage interest rate volatility

Compare Another Pair

AMZN vs PHM: Head-to-Head Comparison

This page compares Amazon.com, Inc. (AMZN) and PulteGroup, Inc. (PHM) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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