Compare Stocks: GEO vs. AXON

Market Snapshot

Current market context for the selected companies.

GEO

$32.71

Market Cap $4.31B

Sector Industrials

Industry Security & Protection Services

Data through 2026-08-21

AXON

$627.75

Market Cap $51.00B

Sector Industrials

Industry Public Safety Technology

Data through 2026-08-21

Key Differences

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

6M Performance

GEO has the stronger six-month price performance (+146.7% vs +44.7% for AXON).

Revenue Growth

AXON currently shows the faster revenue growth rate (35.3% vs 15.1% for GEO).

Operating Margin

GEO currently shows the higher operating margin (13.9% vs 5.2% for AXON).

Forward P / E

GEO currently trades at the lower forward earnings multiple (19.1x vs 59.4x for AXON).

Performance

Absolute returns and relative performance versus SPY.

Metric	GEO	AXON
1 Month	+5.3%	+27.6%
1 Month vs SPY	+1.5%	+23.9%
3 Months	+41.5%	+61.0%
3 Months vs SPY	+38.4%	+57.9%
6 Months	+146.7%	+44.7%
6 Months vs SPY	+135.6%	+33.6%
1 Year	+49.6%	-17.5%
1 Year vs SPY	+29.6%	-37.5%
2 Years	+151.2%	+68.0%
2 Years vs SPY	+113.1%	+29.8%

Growth & Profitability

Operating growth, margins and capital efficiency.

Metric	GEO	AXON
Revenue Growth	15.1%	35.3%
Earnings Growth	71.4%	-18.2%
Gross Margin	26.0%	59.5%
Operating Margin	13.9%	5.2%
Net Margin	10.3%	6.2%
Return on Equity	20.1%	6.2%
Return on Assets	6.0%	0.5%

Valuation

Common valuation multiples shown side by side.

Metric	GEO	AXON
P / E	15.0	257.0
Forward P / E	19.1	59.4
P / S	1.5	15.5
P / B	2.8	13.6
EV / Sales	1.9	16.7
EV / EBIT	14.0	322.2
P / FCF	-1,149.3	224.6
FCF Yield	-0.1%	0.4%

Cash Flow & Balance Sheet

Cash generation and leverage context.

Metric	GEO	AXON
Free Cash Flow	-$3.63M	$222.16M
Operating Cash Flow	$198.69M	$265.81M
Debt / Equity	106.1%	50.4%

Earnings Outlook

Upcoming earnings expectations when available.

Metric	GEO	AXON
Next Earnings	2026-11-05	2026-11-03
EPS Estimate	0.34	1.96
Revenue Estimate	772.73M	942.99M
EPS Growth	+38.0%	+67.6%
Revenue Growth	+13.2%	+32.7%
Analyst Coverage	4	17