Amazon.com, Inc. (AMZN) Competitors & Peers
The 5 companies closest to Amazon.com, Inc. on the factors that matter — each comparable links to its own dossier. Numbers are code-computed, never estimated.
| Ticker | Relationship | Price | Comparables |
|---|---|---|---|
| BABAF | Customer | $16.55 | P/E 20.4RSI 60Cap 317.3 B |
| BABA | Peer | $127.93 | P/E 19.7RSI 64Cap 308.3 B |
| PDD | Competitor | $90.34 | P/E 9.5RSI 60Cap 129.2 B |
| DASH | Supplier | $214.62 | P/E 112.1RSI 67Cap 92.8 B |
| MELI | Peer | $1,907.38 | P/E 51.7RSI 60Cap 96.1 B |
How these relationships were derived
Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.
Confirmed relationships (cited)
Sourced from a public filing or disclosure — each links to its origin.
- HBISupplier
Amazon is Hanesbrands' second-largest customer at 13% of FY2024 net sales (HBI FY2024 10-K).
Confirmed — SEC filing / public disclosuresec.gov ↗ - HUBSSupplier
HubSpot hosts its core SaaS platform and customer databases on Amazon Web Services (AWS). It also partners with AWS to utilize generative AI capabilities through Amazon Bedrock.
Confirmed — SEC filing / public disclosuresec.gov ↗ - NVDASupplier
NVIDIA is a primary supplier of high-performance GPU hardware (A100, H100, Blackwell) used in AWS accelerated cloud instances for general AI and deep learning workloads.
Confirmed — SEC filing / public disclosuresec.gov ↗ - SNOWPartner
Snowflake signed a $6B multi-year AWS infrastructure commitment with AWS as primary cloud provider and distribution channel for the Snowflake AI Data Cloud.
Confirmed — SEC filing / public disclosuresec.gov ↗
Model-inferred relationships (unverified)
Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.
- VRNSSupplier
Varonis hosts its cloud analytics platforms on AWS.
Model-inferred, unverified — treat as a lead, not evidence - DTSupplier
Dynatrace hosts SaaS infrastructure and integrates with AWS Cloud.
Model-inferred, unverified — treat as a lead, not evidence - TDCPartner
Teradata hosts VantageCloud databases on AWS infrastructure.
Model-inferred, unverified — treat as a lead, not evidence - BRZESupplier
Braze hosts its real-time customer platform on AWS.
Model-inferred, unverified — treat as a lead, not evidence - FRSHSupplier
Freshworks hosts its customer engagement SaaS software on AWS.
Model-inferred, unverified — treat as a lead, not evidence - GWRESupplier
Guidewire hosts its cloud InsuranceSuite on AWS.
Model-inferred, unverified — treat as a lead, not evidence - FIGSupplier
Figma hosts its cloud collaborative platforms on AWS.
Model-inferred, unverified — treat as a lead, not evidence - LOGICustomer
Amazon is the largest retail distribution channel for Logitech products.
Model-inferred, unverified — treat as a lead, not evidence - IOTSupplier
Samsara hosts its fleet cloud tracking application on AWS.
Model-inferred, unverified — treat as a lead, not evidence - MSFTCompetitor
Azure + AWS top-2 hyperscalers.
Model-inferred, unverified — treat as a lead, not evidence - YETICustomer
Amazon serves as a core direct-to-consumer shipping storefront and distribution hub for YETI products.
Model-inferred, unverified — treat as a lead, not evidence - BOXSupplier
Box uses AWS storage and compute services for its cloud software.
Model-inferred, unverified — treat as a lead, not evidence - KVYOSupplier
Klaviyo hosts its marketing platform and user databases on AWS.
Model-inferred, unverified — treat as a lead, not evidence - SSupplier
SentinelOne uses Amazon Web Services (AWS) as its primary cloud hosting and infrastructure provider to deploy the Singularity Platform, and integrates with over 20 AWS services.
Model-inferred, unverified — treat as a lead, not evidence - TLNCustomer
Amazon Web Services signed an agreement to purchase power and land directly from Talen's nuclear facility.
Model-inferred, unverified — treat as a lead, not evidence - HIMSCompetitor
Amazon Clinic and Amazon Pharmacy are direct competitors in the telehealth and direct-to-consumer pharmacy space.
Model-inferred, unverified — treat as a lead, not evidence - NDAQSupplier
AWS provides cloud infrastructure solutions and hybrid edge computing (AWS Outposts) directly inside Nasdaq's primary data center to host Nasdaq's ultra-low-latency options exchanges (like MRX and GEMX).
Model-inferred, unverified — treat as a lead, not evidence - IONQSupplier
IonQ's trapped-ion quantum computers (including IonQ Aria and Harmony) are available for cloud access via Amazon Braket.
Model-inferred, unverified — treat as a lead, not evidence - DDOGSupplier
AWS is the primary hosting infrastructure provider for Datadog's SaaS platform. The two companies share an expanded multi-year Strategic Collaboration Agreement (SCA) focused on migration, security, and joint sales on AWS Marketplace.
Model-inferred, unverified — treat as a lead, not evidence - SAPSupplier
Amazon Web Services (AWS) is a core cloud hosting partner for RISE with SAP, enabling customers to migrate and scale enterprise S/4HANA Cloud environments.
Model-inferred, unverified — treat as a lead, not evidence - ESTCCompetitor
Amazon OpenSearch Service, a fork of Elasticsearch (Apache 2.0 version 7.10), directly competes with Elastic Cloud managed offerings on AWS.
Model-inferred, unverified — treat as a lead, not evidence - PYPLSupplier
AWS is a cloud hosting provider for PayPal's core services, and PayPal's Venmo/PayPal payment options are integrated into Amazon's retail checkout platforms.
Model-inferred, unverified — treat as a lead, not evidence - ACNPartner
Accenture is a Premier Tier Services Partner for AWS, driving massive cloud migration, application modernization, and data lake deployments.
Model-inferred, unverified — treat as a lead, not evidence - VSTPartner
Vistra signed a 20-year PPA with Amazon Web Services (AWS) for up to 1,200 MW of carbon-free power from the Comanche Peak Nuclear Power Plant.
Model-inferred, unverified — treat as a lead, not evidence - ARMLicensor
Amazon licenses the Arm instruction set architecture and Arm Neoverse processor core IP to design its proprietary Graviton CPU series for AWS cloud servers.
Model-inferred, unverified — treat as a lead, not evidence - TSMManufacturer
TSMC is the primary foundry partner fabricating Amazon's custom silicon portfolio, including Graviton CPUs, Trainium/Inferentia AI processors, and Nitro networking controllers, utilizing advanced nodes like 3nm.
Model-inferred, unverified — treat as a lead, not evidence - ESTCSupplier
AWS hosts Elastic Cloud and partners strategically with Elastic under a 5-year Strategic Collaboration Agreement (SCA) to integrate with Amazon Bedrock and support Elasticsearch migrations.
Model-inferred, unverified — treat as a lead, not evidence - WDAYSupplier
AWS is a primary cloud hosting infrastructure provider for Workday's HCM, Financial Management, and Adaptive Planning applications.
Model-inferred, unverified — treat as a lead, not evidence - MDBSupplier
MongoDB Atlas runs primarily on AWS.
Model-inferred, unverified — treat as a lead, not evidence - ALABSupplier
Amazon $6.5B warrant-linked purchase agreement with Astera Labs.
Model-inferred, unverified — treat as a lead, not evidence - ADBESupplier
Amazon Web Services (AWS) is a core cloud infrastructure partner for Adobe, hosting AI training and data pipelines including EC2 P5 and P4d GPU instances, EKS for container orchestration, and Amazon S3 as the primary data lake for Firefly training datasets.
Model-inferred, unverified — treat as a lead, not evidence - MRVLSupplier
Marvell co-designs AWS Trainium 2 + Inferentia.
Model-inferred, unverified — treat as a lead, not evidence - UPSSupplier
Amazon is reducing UPS volume by ~50% by 2026 per Jan 2025 announcement.
Model-inferred, unverified — treat as a lead, not evidence - NFLXCompetitor
Netflix + Prime Video top global streaming.
Model-inferred, unverified — treat as a lead, not evidence - PLDSupplier
Amazon is Prologis's largest single tenant globally.
Model-inferred, unverified — treat as a lead, not evidence - RIVNSupplier
Amazon EDV electric vans from Rivian (100K order).
Model-inferred, unverified — treat as a lead, not evidence - GOOGLCompetitor
Google Cloud + AWS hyperscaler competition.
Model-inferred, unverified — treat as a lead, not evidence - MRVLSupplier
Marvell co-designs AWS Trainium 2 + Inferentia silicon; AWS is largest custom-silicon customer.
Model-inferred, unverified — treat as a lead, not evidence - NFLXSupplier
Netflix runs core infrastructure on AWS, plus its own Open Connect CDN.
Model-inferred, unverified — treat as a lead, not evidence - TSMSupplier
TSMC fabricates AWS Graviton + Trainium + Inferentia custom silicon.
Model-inferred, unverified — treat as a lead, not evidence - ANTHROPICPartner
Amazon invested $8B in Anthropic; AWS primary cloud + Trainium AI silicon.
Model-inferred, unverified — treat as a lead, not evidence - PLDSupplier
Amazon is Prologis's largest single tenant globally.
Model-inferred, unverified — treat as a lead, not evidence - RIVNSupplier
Amazon ordered 100,000 EDV electric vans from Rivian; remains anchor commercial customer.
Model-inferred, unverified — treat as a lead, not evidence - DATABRICKSSupplier
Databricks runs on AWS (primary), Azure, GCP.
Model-inferred, unverified — treat as a lead, not evidence - WMTCompetitor
Walmart + Amazon compete in US e-commerce + grocery delivery.
Model-inferred, unverified — treat as a lead, not evidence - ALABSupplier
Astera Labs entered a $6.5B cumulative warrant-linked purchase agreement with Amazon for AI connectivity silicon.
Model-inferred, unverified — treat as a lead, not evidence