Amazon Com vs Walmart (AMZN vs WMT)
Side by side from their SEC filings: revenue, margins, growth, returns and valuation, plus short interest, insider activity and institutional ownership.
Amazon Com has grown revenue faster over the last 4 fiscal years (+52.6% cumulative vs +24.4%). Amazon Com runs the higher operating margin (11.2% vs 4.2%). Amazon Com trades at the lower trailing P/E (20.9x vs 38.0x).
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 Walmart
Walmart Inc. is a global retailer operating retail stores and eCommerce platforms in 19 countries. It serves approximately 280 million customers weekly through over 10,900 stores and various online websites and mobile applications. The company offers a wide range of products including groceries, general merchandise, health and wellness items, and provides services such as advertising, financial products, and supply chain solutions.
Head to head (AMZN FY2025 vs WMT FY2026)
| Metric | AMZNFY2025 | WMTFY2026 |
|---|---|---|
| Revenue | $716.92B | $706.41B |
| Revenue growth (YoY) | 12.4% | 4.7% |
| Gross margin | 50.3% | 24.2% |
| Operating margin | 11.2% | 4.2% |
| Net margin | 10.8% | 3.1% |
| Net income | $77.67B | $21.89B |
| Diluted EPS | $7.17 | $2.73 |
| FCF margin | 1.1% | 2.1% |
| ROE | 18.9% | 20.7% |
| Long-term debt / equity | 0.16× | 0.33× |
| Market cap | $2.75T | $842.92B |
| P/E | 20.9× | 38.0× |
Fundamentals are from each company’s SEC filings (AMZN FY2025, WMT FY2026). 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)
| AMZN by fiscal year | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Revenue | $469.82B | $513.98B | $574.78B | $637.96B | $716.92B |
| Net income | $33.36B | $-2.72B | $30.43B | $59.25B | $77.67B |
| Operating margin | 5.3% | 2.4% | 6.4% | 10.8% | 11.2% |
| WMT by fiscal year | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|
| Revenue | $567.76B | $605.88B | $642.64B | $674.54B | $706.41B |
| Net income | $13.67B | $11.68B | $15.51B | $19.44B | $21.89B |
| Operating margin | 4.6% | 3.4% | 4.2% | 4.4% | 4.2% |
Amazon Com and Walmart use different fiscal calendars (AMZN's FY2025 ended 2025-12-31, WMT's FY2026 ended 2026-01-31), so their fiscal years are shown separately rather than forced into one timeline.
Peer standing
These companies are ranked against different peer groups (Amazon Com vs 403 Consumer Discretionary companies; Walmart vs 113 Consumer Staples 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.
Walmart
Walmart’s P/E of 38.0 ranks in the 85th percentile of the 73 peers with a meaningful P/E.
Short interest
| FINRA settlement data | AMZN | WMT |
|---|---|---|
| Shares sold short | 95.3M | 63.1M |
| Change vs prior settlement | -3.2% | -12.4% |
| Days to cover | 2.27 | 3.09 |
| As of settlement | 2026-08-14 | 2026-08-14 |
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 | WMT |
|---|---|---|
| Buys | 0 | 0 |
| Sells | 26 ($364.8M) | 12 ($544.5M) |
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
11 tracked 13F managers hold both Amazon Com and Walmart as of their latest quarterly filings: AQR Capital Management, Bridgewater Associates, Citadel Advisors, D. E. Shaw, Dodge & Cox, Gotham Asset Management, Harris Associates (Oakmark), Millennium Management, Renaissance Technologies, Soros Fund Management, Two Sigma Investments. See which superinvestors hold your own portfolio with the smart money checker.
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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.