Best Stock to Buy Right Now: Amazon vs. Coupang

Core Viewpoint - Amazon and Coupang are both strong contenders in the e-commerce space, with Amazon being a global leader and Coupang emerging as a significant competitor in Asia, particularly South Korea [1][2][3]. Group 1: Amazon - Amazon's stock has increased by 33% over the past year, driven by a 10% year-over-year increase in net sales and an 86% rise in earnings per share (EPS) to $1.86 [4][5]. - The company benefits from a resilient macroeconomic environment and has improved operational efficiencies, leading to higher margins [5]. - Amazon's diversification in consumer spending and technology positions it well for continued growth, with projected revenue growth of 10$30 billion in revenue in the past year and is the dominant e-commerce player in South Korea [8][9]. - The company is expanding its operations in Asia, with logistics hubs in Singapore and Taiwan, and has diversified its offerings with acquisitions like Farfetch and services such as Coupang Eats and Coupang Pay [10]. - Analysts forecast a 24% revenue growth for 2024 and a 15% growth for 2025, with EPS projected to rise from $0.01 in 2024 to$0.50 in 2025 [11]. - Coupang's stock trades at a forward P/E ratio of 51, which is higher than Amazon's 35, reflecting its stronger earnings momentum and growth potential in emerging markets [12]. Group 3: Investment Comparison - Both Amazon and Coupang are compelling investment options, but Coupang may have an edge in 2025 as it approaches a profitability inflection point, potentially leading to higher stock performance compared to Amazon [13].