LIVE
SPCX
Space Exploration Technologies Corp. (SpaceX) · Aerospace & Defense
$138.85
-13.73% this month
VERSUS
⟷
COMPARE
AMZN
Amazon.com, Inc. · Technology
$247.31
+3.67% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
SPCX
1
AMZN
1
Comparison scoreboard
MIXED SETUPAI Score
SPCX N/A
AMZN 60.8
1Y Return
SPCX N/A
AMZN +9.91%
Fwd P/E
SPCX 160.19
AMZN ✓24.81
Target Up.
SPCX ✓+74.45%
AMZN +27.54%
Op. Margin
SPCX N/A
AMZN 13.14%
Metrics last refreshed: 7/14/2026
Quick take
SPCX vs AMZN: SpaceX vs Amazon Stock Comparison: AI Score, Valuation, Performance and Upside
SpaceX's Starlink is the world's dominant LEO satellite broadband service with a massive head start in subscribers and constellation size, while Amazon's Project Kuiper is the well-capitalized challenger backed by AWS enterprise distribution and cloud integration advantages. SpaceX leads on operational scale and launch cost; Amazon leads on enterprise distribution and capital depth.
SPCX vs AMZN in satellite broadband is a head-start advantage versus a capital-unlimited challenger — Starlink must maintain pricing and service superiority while Kuiper builds out; Amazon can afford to subsidize Kuiper as part of a broader AWS ecosystem play for enterprise customers.
Live analysis · updated 7/14/2026
SPCX and AMZN are closely matched — they split the tracked metrics evenly. Analyst consensus implies meaningfully more upside for SPCX (+74.45%) than for AMZN (+27.54%).
Normalized 1Y performance
SPCX
AMZN
Recent returns
SPCX
AMZN
Analyst price targets & sentiment
SPCX · 18 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.6/5.0)
Price target range
analyst low$62.00
analyst high$800.00
analyst mean$242.22
current price$138.85
+74.4% upside to analyst mean
AMZN · 65 analysts
STRONG BUYHOLDSTRONG SELL
Strong Buy (1.4/5.0)
Price target range
analyst low$195.00
analyst mean$312.91
current price$247.31
+27.5% upside to analyst mean
Who should consider this stock?
SPCX may suit investors who:
- →want Starlink's subscriber head start and proven consumer product in the satellite broadband market
- →believe SpaceX's launch cost advantage is a durable competitive moat vs Amazon
- →prefer a pure-play space and satellite broadband company over a diversified e-commerce and cloud giant
- →are comfortable with SpaceX's premium post-IPO valuation for a generational space company
AMZN may suit investors who:
- →want diversified exposure to AWS cloud leadership, advertising, and e-commerce alongside Kuiper upside
- →believe Kuiper's AWS integration will make it the preferred enterprise satellite broadband solution
- →prefer the financial strength, diversification, and profitability of Amazon vs a pure-play space company
- →value AWS's AI, cloud, and enterprise customer relationships as compounding advantages
Performance & AI score
| Metric | SPCX | AMZN |
|---|---|---|
| AI score | N/A | 60.8 |
| AI rank | N/A | #192 |
| Latest close | $138.85 | $247.31 |
| 1M return | -13.73% | +3.67% |
| 6M return | N/A | -0.03% |
| 1Y return | N/A | +9.91% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | SPCX | AMZN |
|---|---|---|
| 1Y ago | $8.63K (-13.7%) started 2026-06-12 | $10.96K (+9.6%) started 2025-07-14 |
| 5Y ago | $8.63K (-13.7%) started 2026-06-12 | $13.43K (+34.3%) started 2021-07-14 |
| 10Y ago | $8.63K (-13.7%) started 2026-06-12 | $66.73K (+567.3%) started 2016-07-14 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | SPCX | AMZN |
|---|---|---|
| Market cap | $1.83T | $2.64T |
| Trailing P/E | N/A | 29.31 |
| Forward P/E | 160.19 | 24.81 |
| Price/Sales | 94.77 | 3.49 |
| EV/Revenue | 42.52 | 3.68 |
| Analyst target | $242.22 | $312.91 |
| Target upside | +74.45% | +27.54% |
Growth, profitability & risk
| Metric | SPCX | AMZN |
|---|---|---|
| Revenue growth | 15.40% | 16.60% |
| Earnings growth | N/A | 74.80% |
| EPS growth | N/A | +74.80% |
| FCF margin | N/A | +1.32% |
| Operating margin | N/A | 13.14% |
| Profit margin | -45.00% | 12.22% |
| ROIC proxy | N/A | 24.29% |
| Return on equity | N/A | 24.29% |
| Dividend yield | 0.00% | N/A |
| Beta | 5.79 | 1.46 |
| Debt/equity | 73.60 | 53.30 |
| Current ratio | 1.22 | 1.18 |
| Quick ratio | 1.09 | 0.97 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
SPCX max drawdown34.32%
AMZN max drawdown21.74%
SPCX max wkly drop26.89%
AMZN max wkly drop14.09%
5Y risk snapshot
SPCX max drawdown34.32%
AMZN max drawdown55.77%
SPCX max wkly drop26.89%
AMZN max wkly drop20.35%
10Y risk snapshot
SPCX max drawdown34.32%
AMZN max drawdown56.15%
SPCX max wkly drop26.89%
AMZN max wkly drop20.35%
Performance metrics by period
| Period | Metric | SPCX | AMZN |
|---|---|---|---|
| 1Y | Growth | -13.73% | +9.58% |
| CAGR | -81.47% | +9.62% | |
| Sharpe ratio | -1.05 | 0.31 | |
| Max drawdown | 34.32% | 21.74% | |
| Max daily drop | 16.43% | 8.27% | |
| Max wkly drop | 26.89% | 14.09% | |
| 5Y | Growth | -13.73% | +34.35% |
| CAGR | -81.47% | +6.09% | |
| Sharpe ratio | -1.05 | 0.22 | |
| Max drawdown | 34.32% | 55.77% | |
| Max daily drop | 16.43% | 14.05% | |
| Max wkly drop | 26.89% | 20.35% | |
| 10Y | Growth | -13.73% | +567.32% |
| CAGR | -81.47% | +20.91% | |
| Sharpe ratio | -1.05 | 0.61 | |
| Max drawdown | 34.32% | 56.15% | |
| Max daily drop | 16.43% | 14.05% | |
| Max wkly drop | 26.89% | 20.35% |
Business comparison
| Category | SPCX | AMZN |
|---|---|---|
| Company | Space Exploration Technologies Corp. (SpaceX) | Amazon.com, Inc. |
| Sector | Aerospace & Defense | Consumer Cyclical |
| Industry | N/A | Internet Retail |
| Core business | SpaceX operates Starlink, the world's largest and most subscribed LEO satellite broadband network, alongside its commercial launch and spacecraft businesses. Starlink competes directly with Amazon's Project Kuiper for global broadband connectivity. | AWS cloud infrastructure, e-commerce, advertising, Prime Video, logistics, and Project Kuiper — a LEO satellite broadband constellation targeting rural and enterprise markets to complement AWS edge computing. |
| Investor focus | Starlink's subscriber scale advantage, revenue per subscriber, geographic expansion, enterprise and government contracts, and whether Starlink can sustain its head start before Kuiper reaches scale. | AWS revenue growth and margin, Kuiper satellite deployment and commercialization, advertising growth, e-commerce profitability, and AI services expansion. |
SPCX strengths
- →Starlink has a 5+ year head start on Kuiper with 7,000+ satellites already operational and millions of paying subscribers
- →SpaceX's own launch capability gives Starlink dramatically lower satellite deployment costs than any competitor using third-party rockets
- →Starlink's operational history across consumer, enterprise, maritime, and government segments provides product-market fit evidence
AMZN strengths
- →Project Kuiper can integrate with AWS edge computing and enterprise cloud services — a powerful bundle Starlink cannot replicate
- →Amazon has essentially unlimited capital to fund Kuiper satellite manufacturing and launch
- →AWS's global enterprise customer base provides a ready Kuiper distribution channel for enterprise broadband
Risks to watch — SPCX
- →Amazon's Kuiper is backed by essentially unlimited capital and AWS cloud integration advantages for enterprise customers
- →SpaceX's post-IPO valuation demands Starlink grow into a very large, high-margin business
- →Spectrum congestion and orbital debris risk increase as more LEO satellites are deployed
Risks to watch — AMZN
- →Kuiper is years behind Starlink in deployment — meaningful consumer revenue is multiple years away
- →Amazon must use third-party launch (Blue Origin, Arianespace, ULA) for Kuiper — higher cost than Starlink's own Falcon 9
- →Kuiper capex adds to Amazon's already heavy AI and logistics infrastructure investment load
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