AMZN vs ONON

Amazon's Q1 2026 performance was exceptional, beating revenue and EPS estimates, driven by a re-accelerating AWS (+28% YoY growth) and strong operating margins across segments. Strategic investments in AI, reflected by significant Anthropic gains and a massive $200B FY2026 CapEx plan, bolster its long-term potential across e-commerce, cloud, and advertising. Operating cash flow grew robustly (+30%...

The score has been adjusted upwards by 0.3 points (from 8.0 to 8.3) due to On Holding AG's strong Q1 2026 operational performance. While revenue slightly missed estimates (CHF 8.5M), the company delivered a significant EPS beat (CHF 0.37 vs CHF 0.27) and demonstrated remarkable year-over-year expansion in gross margin (64.2% vs 59.9%), adjusted EBITDA margin (21.0% vs 16.5%), and net income margin...