Yahoo Finance Analysis: Amazon's Capex Expected to Reach $200 Billion by 2026, Shopify Growing Faster and More Efficiently
Yahoo Finance has published an analysis report comparing Amazon and Shopify, two consumer technology stocks. The report indicates that Amazon is projected to invest approximately $200 billion by 2026 to expand its AI and cloud capacity, a massive capital expenditure that is eroding its free cash flow. In contrast, Shopify achieved $2 billion in free cash flow in fiscal year 2025 and has a debt-to-equity ratio of 0.0x, demonstrating higher capital efficiency. In fiscal year 2025, Amazon's revenue was nearly $716.9 billion, a year-over-year increase of 12.4%; Shopify's revenue was approximately $11.6 billion, a year-over-year increase of 30.1%. The analysis suggests that Shopify, with its faster growth rate and lower risk, is a better investment choice.
Source:Yahoo财经 · Source Link
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