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Amazon and Walmart are the two largest retailers in the world, and their stocks have delivered strong returns for long-term investors. Both companies have outperformed the S&P 500 year to date, but the comparison between the two is largely driven by differences in revenue growth, profit margins, and valuation.
Amazon has the advantage on revenue growth. Over the past three years, Amazon’s revenue growth rate is a 12.7% compound annual growth rate (CAGR), compared with Walmart’s 5.1% CAGR over the same period. Amazon also leads across longer time horizons, with higher revenue CAGRs over 5-year, 10-year, 15-year, and 20-year periods.
Both companies have seen revenue growth rates accelerate over the past five years, but the data suggests Amazon is gaining market share at a faster pace. This trend continued in the most recent quarter.
Amazon reported Q4 revenue growth of 14% year over year. The company also posted more than 20% growth in both its cloud computing (AWS) and online advertising segments. Amazon’s custom AI chips are also generating more than $10 billion in annual revenue at this point. Total company sales were $213.4 billion in the fourth quarter.
Walmart, by contrast, delivered 5.6% year-over-year revenue growth in Q4 of fiscal 2026, which ended on Jan. 31. While e-commerce and online advertising are growing, the article notes that nearly all of Walmart’s revenue still comes from its physical locations. It also argues that Amazon has diversified more effectively over time, which is reflected in its results.
Amazon’s higher revenue growth is paired with stronger profitability. The article states that Amazon’s profit margins are higher than Walmart’s. While Walmart has improved margins through online ads and e-commerce, its margins remain lower than Amazon’s.
Valuation also tilts toward Amazon. Amazon’s price-to-earnings (P/E) ratio is 34.7, compared with Walmart’s 45.3 P/E. The lower valuation is presented alongside faster revenue and net income growth, as well as additional long-term catalysts.
The article suggests Walmart may be more suitable for retirees or investors seeking steadier income, noting that Walmart is less volatile than the S&P 500 and pays a dividend. However, it adds that a dividend yield below 1% is not a major deciding factor.
Despite Walmart’s stronger performance versus Amazon over the past five years, the article concludes that a reversal appears more likely, positioning Amazon as the winner in this comparison.
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