Compare Stocks: NET vs. AKAM

Market Snapshot

Current market context for the selected companies.

NET

$285.56

Market Cap $97.12B

Sector Technology

Industry Internet Infrastructure

Data through 2026-09-03

AKAM

$105.71

Market Cap $15.10B

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 (+48.5% vs +4.7% 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 (14.6x vs 163.0x for NET).

Performance

Absolute returns and relative performance versus SPY.

Metric	NET	AKAM
1 Month	-2.5%	-13.5%
1 Month vs SPY	-3.0%	-14.1%
3 Months	+6.3%	-33.5%
3 Months vs SPY	+4.1%	-35.7%
6 Months	+48.5%	+4.7%
6 Months vs SPY	+34.9%	-8.9%
1 Year	+38.8%	+36.3%
1 Year vs SPY	+18.6%	+16.1%
2 Years	+251.3%	+4.0%
2 Years vs SPY	+212.8%	-34.5%

Growth & Profitability

Operating growth, margins and capital efficiency.

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

Valuation

Common valuation multiples shown side by side.

Metric	NET	AKAM
P / E	—	38.6
Forward P / E	163.0	14.6
P / S	40.5	3.5
P / B	62.7	3.2
EV / Sales	40.2	4.9
EV / EBIT	-528.9	64.5
P / FCF	146.9	21.5
FCF Yield	0.7%	4.6%

Cash Flow & Balance Sheet

Cash generation and leverage context.

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

Earnings Outlook

Upcoming earnings expectations when available.

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