InvestMoat

Amazon vs Google

Closer than you think?

Amazon wins, 88 to 82, on all three scores.

AMZN · Platforms

Amazon.com Inc.

…

Strong BuyFull analysis

GOOGL · Platforms

Alphabet Inc.

…

Strong BuyFull analysis

AMZN

GOOGL

Composite
88
(higher)
82
Moat
89
(higher)
83
Growth
81
(higher)
76
Valuation
82
(higher)
78

AMZN

GOOGL

Bear
$205
$235
Base
$330
$350
Bull
$420
$500
Upside to base
—
—

AMZN

GOOGL

Revenue CAGR, 3–5 yr
16–21%
17-22%

AMZN

GOOGL

Proprietary Data
Strong
Strong
Regulatory Lock-In
Intact
Intact
Network Effects
Strong
Strong
Transaction Embedding
Strong (higher)
Intact
System of Record
Strong (higher)
Intact
Scale Economics
Strong
Strong
Brand & Pricing Power
N/A
N/A

AMZN

GOOGL

Learned Interfaces
Weakened
Strong (higher)
Business Logic
Weakened
Weakened
Public Data Access
Weakened
Intact (higher)
Talent Scarcity
Weakened
Intact (higher)
Bundling
Strong
Strong

Shaded cells mark the higher score or stronger moat on each row. Valuation and composite use the live price when it is available, the same as each stock page.

Which is the better stock, Amazon or Google?

Amazon wins, 88 to 82, on all three scores. Our rating: Amazon Strong Buy, Google Strong Buy.

Does Amazon or Google have the wider moat?

Amazon scores 89 on moat to Google's 83. Amazon is rated stronger on transaction embedding and system of record. Google is rated stronger on learned interfaces, public data access and talent scarcity.

Which is growing faster, Amazon or Google?

Amazon scores 81 on growth to Google's 76. We expect Amazon to grow 16–21% a year, Google 17–22%.

Is Amazon or Google cheaper right now?

Amazon scores 82 on valuation to Google's 78. In our base case, Amazon has more upside: +35% vs +20%.

Scores in the answers use the price each valuation was last struck at; the table above updates with the live price. Not investment advice.