AKAM vs NET Stock Comparison

Akamai Technologies and Cloudflare Prices as of Oct 27, 2026 Peers: Industry group
AKAM Akamai Technologies Inc
$99.59 -12.6% 1M +31.9% 1Y
Market cap
$14.30B
P/E
35.1x
Revenue (TTM)
$4.32B
Div. yield
–
Content Delivery Networks Technology
5 wins
NET Cloudflare, Inc.
$327.84 -6.0% 1M +45.6% 1Y
Market cap
$105.62B
P/E
–
Revenue (TTM)
$2.51B
Div. yield
–
Content Delivery Networks Technology
4 wins

Head to Head

9 decided of 12

Akamai Technologies leads on 5 of the 12 questions below (Akamai Technologies 5, Cloudflare 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionAKAMNETLeader
Larger companyMarket capitalisation $14.30B $105.62B NET
Cheaper on earningsLower P/E, profitable companies only 35.1x -563.2x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 15.8x 252.2x AKAM
Faster revenue growthRevenue growth, trailing twelve months +5.9% +33.5% NET
More profitableNet margin, trailing twelve months 9.5% -8.2% AKAM
Better return on capitalReturn on invested capital — -12.4% –
Less leveragedLower net debt / EBITDA -1.4x 252.9x AKAM
Higher dividend yieldTrailing dividend yield — — –
Better 1-year returnPrice return, last 12 months +31.9% +45.6% NET
Better 5-year returnAnnualised price return, 5 years -1.0%/yr +12.2%/yr NET
Less volatileAnnualised volatility, 1 year 61.4% 67.0% AKAM
Higher overall scoreMean of the five percentile scores vs peers 63/100 51/100 AKAM

Percentile Scorecard

AKAMNET

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisAKAMNET
Valuation 87 #6 of 38 22 #30 of 38
Growth 14 #31 of 36 66 #13 of 36
Profitability 79 #8 of 34 46 #19 of 34
Financial Health 78 #9 of 38 60 #16 of 38
Shareholder Returns 55 #10 of 21 65 #8 of 21
Overall 63 51
  • AKAM ranked among 39 companies in Cloud Computing
  • NET ranked among 39 companies in Cloud Computing

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodAKAMNETSPY
1 month -12.6%-6.0% -0.2%
3 months -10.9%+24.1% +3.9%
6 months +4.4%+57.2% +8.2%
Year to date +14.1%+66.3% +12.9%
1 year +31.9%+45.6% +12.3%
3 years -2.4%+492.3% +87.4%
3 years, per year -0.8%+81.0% +23.3%
5 years -4.9%+78.1% +67.9%
5 years, per year -1.0%+12.2% +10.9%
10 years +44.7%— +261.1%
10 years, per year +3.8%— +13.7%

Risk

MeasureAKAMNETSPY
Volatility, 1Y 61.4%67.0% 12.7%
Downside volatility, 1Y 58.4%69.1% 12.7%
Beta vs S&P 500, 1Y 1.411.59 1.00
Return / volatility, 1Y 0.520.68 0.97
Max drawdown, 5Y -46.8%-82.6% -25.4%
From 52-week high -38.2%-9.2% -1.2%
52-week high $161.14$360.95 $779.14
52-week low $71.97$160.19 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleAKAMNET
P/E now vs peer median 35.1xmedian 29.5x -563.2xmedian 29.5x
P/S now vs peer median 3.3xmedian 4.5x 42.0xmedian 4.5x
EV/EBITDA now vs peer median 10.6xmedian 23.9x -9,055xmedian 23.9x
P/FCF now vs peer median 15.0xmedian 15.0x 303.2xmedian 15.0x
P/B now vs peer median 3.0xmedian 4.3x 65.2xmedian 4.3x
PEG now vs peer median -7.03median 0.38 -129.66median 0.38

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsAKAMNET
Revenue $4.32B $2.51B
Gross profit $2.48B $1.82B
Operating income $455.68M -$354.38M
Net income $410.97M -$206.28M
Free cash flow $956.10M $348.41M
R&D $554.57M $573.30M
EPS (diluted) $2.67 $-0.58
Cash & equivalents $1.48B $1.66B
Total debt $1.71B $1.29B
Shares (diluted) 153.69M 354.33M
Enterprise value $7.71B $89.15B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricAKAMNET
P/E 35.1x -563.2x
P/FCF 15.0x 303.2x
P/Operating cash flow 9.9x 166.7x
P/S 3.3x 42.0x
P/B 3.0x 65.2x
P/Tangible book 3.4x 67.6x
EV/EBITDA 10.6x -9,055x
EV/EBIT 27.8x -289.9x
EV/Revenue 2.9x 40.9x
EV/FCF 13.2x 294.9x
EV/Operating cash flow 8.7x 162.2x
PEG (3Y EPS CAGR) -7.03 -129.66

Growth

14 metrics
MetricAKAMNET
Revenue growth (1Y) 5.9% 33.5%
Revenue CAGR (3Y) 5.7% 30.6%
Gross profit growth (1Y) 2.9% 27.3%
Gross profit CAGR (3Y) 3.8% 28.9%
Operating income growth (1Y) -13.2% -90.5%
Operating income CAGR (3Y) -9.0% -21.0%
Net income growth (1Y) -3.2% -76.2%
Net income CAGR (3Y) -4.9% 2.3%
EPS growth (1Y) -8.5% -72.8%
EPS CAGR (3Y) -5.0% 4.3%
Operating cash flow growth (1Y) 0.0% 32.6%
Operating cash flow CAGR (3Y) 3.4% 41.9%
Free cash flow growth (1Y) 16.6% 67.1%
Free cash flow CAGR (3Y) 0.5% 61.1%

Profitability

14 metrics
MetricAKAMNET
Gross margin 57.5% 72.6%
EBITDA margin 27.6% -0.5%
Operating margin 10.5% -14.1%
Pretax margin 11.5% -7.9%
Net margin 9.5% -8.2%
FCF margin 22.1% 13.9%
Operating cash flow margin 33.5% 25.2%
Return on equity 8.5% -13.1%
Return on assets 3.1% -3.3%
Return on invested capital – -12.4%
Return on capital employed 4.3% -9.6%
Asset turnover 0.3x 0.4x
Cash conversion (OCF / net income) 3.5x -3.1x
Stock comp / revenue 11.8% 20.2%

Financial Health

11 metrics
MetricAKAMNET
Debt / assets 11.3% 20.0%
Debt / equity 0.4x 0.8x
Net debt / EBITDA -1.4x 252.9x
Debt / FCF 1.8x 3.7x
Liabilities / assets 68.5% 75.0%
Equity / assets 31.5% 25.0%
Interest coverage 13.7x -30.9x
Current ratio 1.6x 1.8x
Quick ratio 1.5x 1.8x
Cash ratio 1.2x 1.6x
Altman Z-score 1.70 13.36

Shareholder Returns

7 metrics
MetricAKAMNET
Dividend yield – –
Net buyback yield -0.8% -0.1%
Shareholder yield -0.8% -0.1%
Payout ratio (earnings) – –
Payout ratio (FCF) – –
Dividend growth (1Y) – –
Dividend CAGR (3Y) – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusAKAMNET
Forward P/E 15.8xFY2026 252.2xFY2026
EPS, next fiscal year $6.31FY2026 $1.30FY2026
EPS growth, next FY -11.4%FY2026 +39.8%FY2026
EPS growth, the year after -0.2% +22.3%
Revenue, next fiscal year $4.28BFY2026 $3.02BFY2026
Revenue growth, next FY +1.8%FY2026 +39.0%FY2026
Revenue growth, the year after +27.3% +16.4%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersAKAMNET
Held by institutions 100.0% 88.2%
Institutions holding 801 1,220
Change in shares held, QoQ +3.5% +2.8%
Institutions buying 430 704
Institutions selling 282 379
Buyers to sellers 1.52 1.86

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

AKAMNET
AKAM 1.00 0.27
NET 0.27 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, AKAM and NET?

Cloudflare (NET) is the largest by market capitalisation: Akamai Technologies (AKAM) $14.30B, Cloudflare (NET) $105.62B.

Which company is growing faster?

Cloudflare (NET) grew revenue fastest over the trailing twelve months: Akamai Technologies (AKAM) +5.9%, Cloudflare (NET) +33.5%.

Which company is more profitable?

Akamai Technologies (AKAM) has the highest net margin (Akamai Technologies (AKAM) 9.5%, Cloudflare (NET) -8.2%).

Which stock has performed better?

Over the past year Cloudflare (NET) returned the most: Akamai Technologies (AKAM) +31.9%, Cloudflare (NET) +45.6%. Over five years, Cloudflare (NET) compounded fastest (Akamai Technologies (AKAM) -1.0%/yr, Cloudflare (NET) +12.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Akamai Technologies (AKAM) has been the steadiest (Akamai Technologies (AKAM) 61.4%, Cloudflare (NET) 67.0%). Volatility measures how widely the price swings, not the risk of the business.

Do AKAM and NET move together?

Their daily returns over the past year have a correlation of 0.27, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, AKAM and NET?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Akamai Technologies (AKAM) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.