Added to YB: 2025-07-11
Pitch date: 2025-07-09
AXON [neutral]
Axon Enterprise, Inc.
-48.5%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
Axon Enterprise, Inc. provides public safety technology solutions in the United States and internationally.
Market Cap
$40.6B
Pitch Price
$802.11
Price Target
N/A
Dividend
N/A
EV/EBITDA
550.88
P/E
335.48
EV/Sales
14.68
Sector
Aerospace and Defense
Category
growth
Axon Enterprise: Building the Future of Public Safety
AXON (update - trimmed position): Public safety tech leader with 30%+ rev growth for 3 years, $2.1B annual rev, 33.8% ARR growth to $1.1B, 123% NDR. Strong moat via TASER IP, 94% retention rate. TAM expanded to $129B. Trading at all-time high 21.8x EV/S, 125x fwd P/E, despite improving margins. SBC at 23% of rev is concern.
Read full article (12 min)