The analysis compares Amazon and Apple across several financial categories including revenue growth, operating cash flow, and valuations. Amazon's revenue has nearly five-folded in the previous 10 years while Apple has nearly doubled its revenue. Amazon had revenue of 670 billion in the trailing twelve month period versus Apple's 409 billion, however Apple's cash flow to sales ratios are better than Amazon. Amazon's cash flow to sales is improving while Apple's is getting worse. A discounted cash flow model forecasts a present value of over 2.6 trillion for Amazon and 2.8 trillion for Apple. Based on these metrics, the speaker prefers Amazon, believing it deserves the premium despite forward P/E ratios of 33 for Amazon and 30 for Apple. It is infer that the speaker believes Apple stock price is slightly overvalued.