Compare Stocks: AKAM vs. NET

Market Snapshot

Current market context for the selected companies.

AKAM

$106.47

Market Cap $15.31B

Sector Technology

Industry Internet Infrastructure

Data through 2026-09-03

NET

$284.87

Market Cap $101.31B

Sector Technology

Industry Internet Infrastructure

Data through 2026-09-03

Key Differences

A differences-first view of the selected companies using the same data shown in the comparison tables below.

6M Performance

NET has the stronger six-month price performance (+48.1% vs +5.4% for AKAM).

Revenue Growth

NET currently shows the faster revenue growth rate (35.9% vs 5.4% for AKAM).

Operating Margin

AKAM currently shows the higher operating margin (7.6% vs -7.6% for NET).

Forward P / E

AKAM currently trades at the lower forward earnings multiple (14.8x vs 170.0x for NET).

Performance

Absolute returns and relative performance versus SPY.

Metric	AKAM	NET
1 Month	-12.9%	-2.8%
1 Month vs SPY	-13.3%	-3.1%
3 Months	-33.0%	+6.0%
3 Months vs SPY	-35.1%	+4.0%
6 Months	+5.4%	+48.1%
6 Months vs SPY	-8.0%	+34.7%
1 Year	+37.3%	+38.5%
1 Year vs SPY	+17.2%	+18.4%
2 Years	+4.8%	+250.5%
2 Years vs SPY	-33.6%	+212.1%

Growth & Profitability

Operating growth, margins and capital efficiency.

Metric	AKAM	NET
Revenue Growth	5.4%	35.9%
Earnings Growth	-26.8%	—
Gross Margin	57.5%	72.6%
Operating Margin	7.6%	-7.6%
Net Margin	9.5%	-8.2%
Return on Equity	8.9%	-14.4%
Return on Assets	2.5%	-2.0%

Valuation

Common valuation multiples shown side by side.

Metric	AKAM	NET
P / E	38.1	—
Forward P / E	14.8	170.0
P / S	3.5	38.7
P / B	3.2	59.9
EV / Sales	4.9	40.2
EV / EBIT	63.9	-528.9
P / FCF	21.3	140.4
FCF Yield	4.7%	0.7%

Cash Flow & Balance Sheet

Cash generation and leverage context.

Metric	AKAM	NET
Free Cash Flow	$710.06M	$691.95M
Operating Cash Flow	$1.45B	$633.43M
Debt / Equity	196.7%	217.9%

Earnings Outlook

Upcoming earnings expectations when available.

Metric	AKAM	NET
Next Earnings	2026-11-05	2026-10-29
EPS Estimate	1.68	0.34
Revenue Estimate	1.12B	738.09M
EPS Growth	-9.5%	+27.1%
Revenue Growth	+6.1%	+31.3%
Analyst Coverage	22	29