Thursday, December 26, 2024

WMT Vs AMZN -- December 26, 2024

Locator: 44536RETAIL.

Link here. Based on their trajectories, Amazon could displace Walmart as soon as 2027.

But this is the revenue chart that simply blows me away, link here:


Apple comes in at #4 though not by much does it lead #7 - #9, inclusive.

At one time, AAPL represented 40% of Buffett's equity portfolio. 

With regard to investing, I prefer margins:

At "net profit," margins:

  • WMT: 3%
  • Apple: 16%

But as a cautious investor, one can invest in both. 

Costco, interestingly enough, also has a 3% net profit margin.

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Oracle

As long as we're looking at these, one more, a company that has gotten a bit of "talk" on CNBC recently.

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