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Company Analysis

Akamai Technologies, Inc. AKAM

A comprehensive view of key metrics, scores, and financial health for Akamai Technologies, Inc.

Overview of Akamai Technologies, Inc.

AKAM NMS
Technology Software - Infrastructure Framework: Software & SaaS Large Cap
Akamai Technologies, Inc. (AKAM), is a Large Cap company, in the Software - Infrastructure industry, last closed at $86.69, about 44.4% undervalued vs fair value, +18.8% 1Y return, ranked 239/780 in sector.
Metrics P/E 28.4× Rev Growth 5.4% ROE 9.2% Gross Margin 59.0%
USD 86.69
-6.50%
(Delayed)
• Vol 90d: 56.8%
52-Week Range
Market Cap
$12.46B
Enterprise Value
$18.54B
Overall Score
View breakdown
Overall
Growth
Fair
Profitability
Good
Health
Good
Efficiency
Fair
Valuation
Fair
Growth
Fair
Profitability
Good
Health
Good
Efficiency
Fair
Valuation
Fair
Completeness: 88%
Confidence: 93%
Updated: Oct 31
Top Beats

Quick Facts

Website https://www.akamai.com
HQ Cambridge, MA
Employees 11,000
Fiscal year Dec 31

Next Events

Earnings Nov 5 Call: Nov 5

Fair Value Snapshot

Bear Base Bull
$114
$125
$138
Current: $86.69 +44% vs base

Engine Room Money Flow™

Large Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$4.2B
5.4%%
Gross Profit
$2.5B
4.7%%
Operating Income (GAAP)
$566.9M
6.3%%
Operating Cash Flow
$1.5B
-0%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
58.9%
Good

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
5
Active Leaks
0/5
Improving
0
High Impact
1
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

Evaluating Akamai Technologies, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
62
/100
Moderate
Scores based on quantitative metrics and qualitative factors
Full moat analysis

Key strengths

  • Consistent Subscription Growth Revenue consistency is strong (score 0.98), pointing to a sticky customer base.
  • Revenue Converts Cleanly to Cash Cash conversion is strong (score 0.80), showing scalable economics.

Key risks

  • FCF Trend Is Softening FCF trend is weak (score 0.24), suggesting cash scalability is deteriorating.
  • Contracted Demand Looks Thin Contracted demand signal is weak (score 0.30), limiting evidence of strong subscription stickiness.

The dashed ring is the peer median. Defense scores are percentile ranks against peers, so 50 is roughly the typical company in this group.

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Pricing Power

Moderate
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Signals, strengths and risks for Pricing Power

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Signals, strengths and risks for Recurring Revenue Stickiness

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Signals, strengths and risks for Innovation Engine

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Signals, strengths and risks for Cash Scalability

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Signals, strengths and risks for Capital Efficiency

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Signals, strengths and risks for Balance Sheet Resilience

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 100% Coverage
Trade-Off Triangle Visualization A ternary plot showing AKAM's balance between Growth (28.3%), Profitability (40.5%), and Safety (31.2%). Growth 28% Safety 31% Profitability 40%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

45th percentile vs peers
45
Key Signals
Rev Growth YoY 5.4% 39p TSR 40.4% 77p Revenue CAGR 3Y 5.2% 41p Buyback % -3.5% 86p Def Rev Growth -4.1% 29p
Strengths
  • Interest Coverage Ratio in top 20% of peers (20.58, 84th percentile)
  • Operating Cash Flow Margin in top 20% of peers (36.1%, 91th percentile)
  • Operating Margin in top 20% of peers (13.5%, 80th percentile)
  • Consistently strong margins across 3 metrics
Risks

No significant risks identified for this axis.

Profitability

64th percentile vs peers
65
Key Signals
Strengths
Risks
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Safety

49th percentile vs peers
50
Key Signals
Strengths
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Two Futures

Scenario-based fair value ranges for Akamai Technologies, Inc..

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Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

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  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$125.19
- - -
+44.4% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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