Added to YB: 2024-08-07
Pitch date: 2024-08-05
AXON [bullish]
Axon Enterprise, Inc.
+106.3%
current return
Author Info
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Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$48.1B
Pitch Price
$289.40
Price Target
N/A
Dividend
N/A
EV/EBITDA
393.97
P/E
240.08
EV/Sales
16.50
Sector
Aerospace and Defense
Category
growth
Show full summary:
AGB 2024.5 - Axon Enterprise (AXON)
AXON: Leading TASER & body cam provider, shifting to subscriptions. 61% rev from Software/Sensors. TASER 10 success. Low churn, high retention (121%). $7.1B RPO, 455% of rev. 20%+ rev CAGR, 25% margins. 35-55% ROIC. $77B TAM. Growth in Federal, International markets. Recent acquisitions: Sky-Hero, Fusus, Dedrone. 16-21% intrinsic value growth past 5yrs.
Read full article (12 min)