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Side-by-side financial comparison of Amazon (AMZN) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
Amazon is the larger business by last-quarter revenue ($213.4B vs $9.8B, roughly 21.8× US Foods Holding Corp.). Amazon runs the higher net margin — 9.9% vs 1.9%, a 8.1% gap on every dollar of revenue. On growth, Amazon posted the faster year-over-year revenue change (13.6% vs 3.3%). Amazon produced more free cash flow last quarter ($14.9B vs $159.0M). Over the past eight quarters, Amazon's revenue compounded faster (22.0% CAGR vs 4.6%).
Amazon.com, Inc. engages in the retail sale of consumer products and subscriptions through online and physical stores in North America and internationally. The company operates through three segments: North America, International, and Amazon Web Services (AWS). Its products offered through its stores include merchandise and content purchased for resale; and products offered by third-party sellers The company also manufactures and sells electronic devices, including Kindle, Fire tablets, Fire ...
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
AMZN vs USFD — Head-to-Head
Income Statement — Q4 2025 vs Q4 2025
| Metric | | |
|---|---|---|
| Revenue | $213.4B | $9.8B |
| Net Profit | $21.2B | $184.0M |
| Gross Margin | 48.5% | 17.6% |
| Operating Margin | 11.7% | 3.3% |
| Net Margin | 9.9% | 1.9% |
| Revenue YoY | 13.6% | 3.3% |
| Net Profit YoY | 5.9% | 178.8% |
| EPS (diluted) | $1.95 | $0.82 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $213.4B | $9.8B | ||
| Q3 25 | $180.2B | $10.2B | ||
| Q2 25 | $167.7B | $10.1B | ||
| Q1 25 | $155.7B | $9.4B | ||
| Q4 24 | $187.8B | $9.5B | ||
| Q3 24 | $158.9B | $9.7B | ||
| Q2 24 | $148.0B | $9.7B | ||
| Q1 24 | $143.3B | $8.9B |
| Q4 25 | $21.2B | $184.0M | ||
| Q3 25 | $21.2B | $153.0M | ||
| Q2 25 | $18.2B | $224.0M | ||
| Q1 25 | $17.1B | $115.0M | ||
| Q4 24 | $20.0B | $66.0M | ||
| Q3 24 | $15.3B | $148.0M | ||
| Q2 24 | $13.5B | $198.0M | ||
| Q1 24 | $10.4B | $82.0M |
| Q4 25 | 48.5% | 17.6% | ||
| Q3 25 | 50.8% | 17.2% | ||
| Q2 25 | 51.8% | 17.6% | ||
| Q1 25 | 50.6% | 17.3% | ||
| Q4 24 | 47.3% | 17.6% | ||
| Q3 24 | 49.0% | 17.1% | ||
| Q2 24 | 50.1% | 17.6% | ||
| Q1 24 | 49.3% | 16.7% |
| Q4 25 | 11.7% | 3.3% | ||
| Q3 25 | 9.7% | 2.8% | ||
| Q2 25 | 11.4% | 3.7% | ||
| Q1 25 | 11.8% | 2.4% | ||
| Q4 24 | 11.3% | 3.2% | ||
| Q3 24 | 11.0% | 2.9% | ||
| Q2 24 | 9.9% | 3.6% | ||
| Q1 24 | 10.7% | 1.8% |
| Q4 25 | 9.9% | 1.9% | ||
| Q3 25 | 11.8% | 1.5% | ||
| Q2 25 | 10.8% | 2.2% | ||
| Q1 25 | 11.0% | 1.2% | ||
| Q4 24 | 10.7% | 0.7% | ||
| Q3 24 | 9.6% | 1.5% | ||
| Q2 24 | 9.1% | 2.0% | ||
| Q1 24 | 7.3% | 0.9% |
| Q4 25 | $1.95 | $0.82 | ||
| Q3 25 | $1.95 | $0.67 | ||
| Q2 25 | $1.68 | $0.96 | ||
| Q1 25 | $1.59 | $0.49 | ||
| Q4 24 | $1.86 | $0.28 | ||
| Q3 24 | $1.43 | $0.61 | ||
| Q2 24 | $1.26 | $0.80 | ||
| Q1 24 | $0.98 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $123.0B | $41.0M |
| Total DebtLower is stronger | $68.8B | $5.1B |
| Stockholders' EquityBook value | $411.1B | $4.3B |
| Total Assets | $818.0B | $13.9B |
| Debt / EquityLower = less leverage | 0.17× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $123.0B | $41.0M | ||
| Q3 25 | $94.2B | $56.0M | ||
| Q2 25 | $93.2B | $61.0M | ||
| Q1 25 | $94.6B | $101.0M | ||
| Q4 24 | $101.2B | $59.0M | ||
| Q3 24 | $88.1B | $81.0M | ||
| Q2 24 | $89.1B | $405.0M | ||
| Q1 24 | $85.1B | $267.0M |
| Q4 25 | $68.8B | $5.1B | ||
| Q3 25 | $55.1B | $4.8B | ||
| Q2 25 | $56.1B | $4.7B | ||
| Q1 25 | $58.8B | $4.7B | ||
| Q4 24 | $58.0B | $4.8B | ||
| Q3 24 | $60.5B | $4.7B | ||
| Q2 24 | $62.7B | $4.6B | ||
| Q1 24 | $66.9B | $4.6B |
| Q4 25 | $411.1B | $4.3B | ||
| Q3 25 | $369.6B | $4.5B | ||
| Q2 25 | $333.8B | $4.6B | ||
| Q1 25 | $305.9B | $4.6B | ||
| Q4 24 | $286.0B | $4.5B | ||
| Q3 24 | $259.2B | $4.6B | ||
| Q2 24 | $236.4B | $5.0B | ||
| Q1 24 | $216.7B | $4.8B |
| Q4 25 | $818.0B | $13.9B | ||
| Q3 25 | $727.9B | $14.0B | ||
| Q2 25 | $682.2B | $13.8B | ||
| Q1 25 | $643.3B | $13.7B | ||
| Q4 24 | $624.9B | $13.4B | ||
| Q3 24 | $584.6B | $13.5B | ||
| Q2 24 | $554.8B | $13.7B | ||
| Q1 24 | $531.0B | $13.4B |
| Q4 25 | 0.17× | 1.18× | ||
| Q3 25 | 0.15× | 1.08× | ||
| Q2 25 | 0.17× | 1.02× | ||
| Q1 25 | 0.19× | 1.02× | ||
| Q4 24 | 0.20× | 1.06× | ||
| Q3 24 | 0.23× | 1.01× | ||
| Q2 24 | 0.27× | 0.92× | ||
| Q1 24 | 0.31× | 0.95× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $54.5B | $293.0M |
| Free Cash FlowOCF − Capex | $14.9B | $159.0M |
| FCF MarginFCF / Revenue | 7.0% | 1.6% |
| Capex IntensityCapex / Revenue | 18.5% | 1.4% |
| Cash ConversionOCF / Net Profit | 2.57× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $7.7B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $54.5B | $293.0M | ||
| Q3 25 | $35.5B | $351.0M | ||
| Q2 25 | $32.5B | $334.0M | ||
| Q1 25 | $17.0B | $391.0M | ||
| Q4 24 | $45.6B | $283.0M | ||
| Q3 24 | $26.0B | $270.0M | ||
| Q2 24 | $25.3B | $482.0M | ||
| Q1 24 | $19.0B | $139.0M |
| Q4 25 | $14.9B | $159.0M | ||
| Q3 25 | $430.0M | $236.0M | ||
| Q2 25 | $332.0M | $257.0M | ||
| Q1 25 | $-8.0B | $307.0M | ||
| Q4 24 | $17.8B | $178.0M | ||
| Q3 24 | $3.4B | $190.0M | ||
| Q2 24 | $7.7B | $413.0M | ||
| Q1 24 | $4.1B | $52.0M |
| Q4 25 | 7.0% | 1.6% | ||
| Q3 25 | 0.2% | 2.3% | ||
| Q2 25 | 0.2% | 2.5% | ||
| Q1 25 | -5.1% | 3.3% | ||
| Q4 24 | 9.5% | 1.9% | ||
| Q3 24 | 2.1% | 2.0% | ||
| Q2 24 | 5.2% | 4.3% | ||
| Q1 24 | 2.8% | 0.6% |
| Q4 25 | 18.5% | 1.4% | ||
| Q3 25 | 19.5% | 1.1% | ||
| Q2 25 | 19.2% | 0.8% | ||
| Q1 25 | 16.1% | 0.9% | ||
| Q4 24 | 14.8% | 1.1% | ||
| Q3 24 | 14.2% | 0.8% | ||
| Q2 24 | 11.9% | 0.7% | ||
| Q1 24 | 10.4% | 1.0% |
| Q4 25 | 2.57× | 1.59× | ||
| Q3 25 | 1.68× | 2.29× | ||
| Q2 25 | 1.79× | 1.49× | ||
| Q1 25 | 0.99× | 3.40× | ||
| Q4 24 | 2.28× | 4.29× | ||
| Q3 24 | 1.69× | 1.82× | ||
| Q2 24 | 1.87× | 2.43× | ||
| Q1 24 | 1.82× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AMZN
| Products | $90.0B | 42% |
| Third Party Seller Services | $52.8B | 25% |
| Other | $49.9B | 23% |
| Subscription Services | $13.1B | 6% |
| Physical Stores | $5.9B | 3% |
| Other Services | $1.7B | 1% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
