Key Points
Space Exploration Technologies (SpaceX) has made headlines as it prepares for its public offering. In 2025, SpaceX generated $20.7 billion in revenue but operates at a high valuation, with a market cap of $1.75 trillion, leading to a premium of 210 times projected earnings, which have yet to materialize.
In contrast, Amazon (NASDAQ: AMZN) plans to invest $200 billion in data centers by 2026, leveraging the high profit margins of Amazon Web Services (AWS), which accounted for 59% of its operating profits in Q1. Meanwhile, Meta Platforms (NASDAQ: META) trades at an attractive valuation of 21 times trailing earnings, with a revenue growth rate of 33% last quarter, positioning it as a viable investment over SpaceX. Lastly, Nebius (NASDAQ: NBIS) has seen a staggering 684% year-over-year revenue growth, expecting annual recurring revenue to rise to $7-$9 billion by the end of 2026, significantly outpacing SpaceX’s growth potential.
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