Obermatt

Akamai Technologies

NSQ:AKAM · US00971T1016
IT ServicesX-Large

360

14
EV / EBIT28
Price / Owner Earnings13
Owner Earnings Yield30
Dividend Yield1
Price/Sales22
EV / Gross Profit30
Price/Book35
Return on Capital25
Cash Return on Capital28
Return on Equity30
EBIT Margin60
Gross Profitability34
Cash Conversion88
Accruals24
Owner Earnings Margin74
Sales growth57
Profit Growth85
Long-Term EPS Growth53
Owner Earnings Growth100
Reinvestment89
Price momentum90
Debt load42
Refinancing53
Debt Payback8
Liquidity85
Analyst ratings36
Opinion Changes59
Price Target Upside39
Market mood39
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Akamai Technologies clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryIT Services
SizeX-Large
TypePublic Company
ExchangeNASDAQGS
Founded1998
Employees11,050
Websiteakamai.com
ISINUS00971T1016
Last UpdateApr 2, 2026
Themes
Anti-FraudProcess AutomationNetwork SecurityDevSecOpsCloud InfrastructureCloud Data ServicesCloud SecurityCloud StorageArtificial IntelligenceSecurity ManagementCloud ManagementCyber SecurityInformation TechnologyInternetIT ManagementSecuritySoftware

Description

Akamai Technologies, Inc. (Akamai) develops and provides solutions for global enterprises to build, secure, and accelerate their applications and digital experiences. As of December 31, 2025, the company’s massively distributed global infrastructure…

Analysis

Hope premium

Akamai Technologies, Inc. is priced well ahead of what the underlying numbers justify, a pattern we describe as a hope premium.

On valuation, the picture is expensive. The owner-earnings multiple stands at 38.2×; owner earnings: the cash an owner could take out each year. The implied growth embedded in that price is around 15% a year, against analyst forecasts of 9%. The gap between price and consensus is worth watching: demanding expectations.

Growth is moderate; the safety picture is fragile. The company scores 8/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
82
2023202420252026

All-time high

82

Jun 2026

All-time low

50

Jan 2024

Average rank

65

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
22
58
50
61
Price/Earnings
34
87
81
90
Price/Book
35
71
61
63
Dividend Yield
1
1
1
1
Value (overall)
18
76
68
81

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →