Added to YB: 2025-11-17
Pitch date: 2025-11-14
AKAM [neutral]
Akamai Technologies, Inc.
-2.13%
current return
Author Info
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Company Info
Akamai Technologies, Inc. engages in the provision of security, delivery, and cloud computing solutions in the United States and internationally.
Market Cap
$12.6B
Pitch Price
$87.75
Price Target
N/A
Dividend
N/A
EV/EBITDA
10.31
P/E
25.67
EV/Sales
3.88
Sector
IT Services
Category
value
Akamai in Plain English
AKAM (quick overview): CDN-to-cloud transformation story trading at 13x P/E, 9x EV/EBITDA vs peers. Security growing ~10%, Cloud Computing ARR +40-45%, offsetting declining Content Delivery. Strong FCF, active buybacks, but high 10% SBC/revenue (62% of op profit) concern. Cheapest vs F5/peers despite necessity products in multi-cloud world.
Read full article (4 min)