Amazon Com vs Alphabet (AMZN vs GOOG)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Amazon Com is the larger company by revenue ($716.9B vs $402.8B). Alphabet carries the larger market value ($4.2T vs $2.8T). Alphabet has grown revenue faster over the last 4 fiscal years (+56.4% cumulative vs +52.6%). Alphabet runs the higher operating margin (32.0% vs 11.2%). Alphabet trades at the lower trailing P/E (17.3x vs 20.2x).
About Amazon Com
Amazon.com Inc operates as a global e-commerce and cloud computing company. It serves consumers through online and physical stores offering a wide range of products, manufactures electronic devices, and provides subscription services like Amazon Prime. The company also offers cloud computing services through Amazon Web Services to developers and enterprises, and provides platforms for sellers, content creators, and advertisers.
About Alphabet
Alphabet Inc. operates as a collection of businesses, with its largest segment being Google. Google provides services including Search, YouTube, advertising platforms, Android, Chrome, and devices like the Pixel series, serving users worldwide. Alphabet also offers Google Cloud services to businesses, delivering cloud computing solutions and productivity tools.
Head to head (AMZN FY2025 vs GOOG FY2025)
| Metric | AMZNFY2025 | GOOGFY2025 |
|---|---|---|
| Revenue | $716.92B | $402.84B |
| Revenue growth (YoY) | 12.4% | 15.1% |
| Gross margin | 50.3% | 59.7% |
| Operating margin | 11.2% | 32.0% |
| Net margin | 10.8% | 32.8% |
| Net income | $77.67B | $132.17B |
| Diluted EPS | $7.17 | $10.81 |
| FCF margin | 1.1% | 18.2% |
| ROE | 18.9% | 31.8% |
| Long-term debt / equity | 0.16× | 0.11× |
| Market cap | $2.76T | $4.21T |
| P/E | 20.2× | 17.3× |
Fundamentals are from each company’s SEC filings (AMZN FY2025, GOOG FY2025). ROE is net income over fiscal-year-end equity; long-term debt / equity counts non-current term debt only. P/E and market cap are derived from stored market prices, last retrieved on a rolling basis and typically within the past week.
Five-year trend (as reported)
| Revenue | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| AMZN | $469.82B | $513.98B | $574.78B | $637.96B | $716.92B |
| GOOG | $257.64B | $282.84B | $307.39B | $350.02B | $402.84B |
Peer standing
These companies are ranked against different peer groups (Amazon Com vs 403 Consumer Discretionary companies; Alphabet vs 331 software companies), so each is shown against its own peers rather than on one scale.
Amazon Com
No standout rankings: Amazon Com sits mid-distribution on most reported metrics.
Alphabet
Alphabet’s operating margin of 32.0% ranks in the 95th percentile of the 302 software companies reporting it. Alphabet’s net margin of 32.8% ranks in the 93rd percentile of the 306 software companies reporting it. Alphabet’s return on equity of 31.8% ranks in the 88th percentile of the 285 software companies reporting it.
Short interest
| FINRA settlement data | AMZN | GOOG |
|---|---|---|
| Shares sold short | 81.4M | 51.8M |
| Change vs prior settlement | -11.5% | +14.3% |
| Days to cover | 2.77 | 3.35 |
| As of settlement | 2026-09-15 | 2026-09-15 |
Source: FINRA Consolidated Short Interest. FINRA is the owner and source of the FINRA-supplied data; republishing or redistributing it is not permitted. Not presented as a percentage of float. No FINRA endorsement of this product is implied.
Insider activity (last 90 days)
| Form 4 activity (codes P/S) | AMZN | GOOG |
|---|---|---|
| Buys | 0 | — |
| Sells | 27 ($365.0M) | — |
Non-derivative purchases (code P) and sales (code S) reported on SEC Form 4, which may be open-market or private (grants, exercises and tax withholding excluded). For context, about 15% of covered companies saw any reported insider purchase (code P) in a 90-day window.
Held by the same investors
16 tracked 13F managers hold both Amazon Com and Alphabet as of their latest quarterly filings: AQR Capital Management, ARK Investment Management, Appaloosa, Baupost Group, Bridgewater Associates, Citadel Advisors, Coatue Management, D. E. Shaw, Dodge & Cox, Gotham Asset Management, Harris Associates (Oakmark), Markel Group and 4 more. See which superinvestors hold your own portfolio with the smart money checker.
Go deeper
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Data sourced from SEC EDGAR. Figures are as-reported and may be unaudited or restated; verify against the source filings before relying on them. Comparisons are descriptive (higher or lower on a reported figure), not a rating or a recommendation. Informational only. Not investment advice.