AKAM
Akamai Technologies, Inc.
AKAM trails on the overall score without a compensating advantage in the available component scores.
MSFT
Microsoft Corporation
MSFT has the edge over AKAM overall, supported by stronger valuation and stronger fundamentals.
AKAM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Weak |
AKAM's revenue, profitability and cash flow are currently stable, but its balance sheet is weak.
MSFT Fundamentals
| Metric | Status |
|---|---|
| Healthy | |
| Strong | |
| Healthy | |
| Strong |
MSFT's revenue, profitability, cash flow and balance sheet are all currently healthy.
AKAM PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 13x | $86.56 | — |
| Cheap | 25x | $65.50 | -24% |
| Fair | 30x | $77.92 | -10% |
| Expensive | 34x | $88.53 | +2.3% |
| Current | 34x | $86.56 | — |
Historical ranges are pointers, not guarantees.
AKAM's PE is in its expensive range at 34x. On analysts' estimates for next year's earnings, today's price would be 13x, in its cheap range.
MSFT PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 25x | $523 | — |
| Cheap | 27x | $525 | +0.4% |
| Current | 27x | $523 | — |
| Fair | 34x | $652 | +25% |
| Expensive | 37x | $711 | +36% |
Historical ranges are pointers, not guarantees.
MSFT has the edge over AKAM in the historical PE scenario, which offers more potential upside but is not a forecast.
AKAM Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Stable | |
| Growth | |
| Strongly weakening | |
| Moderate | |
| Moderate |
Analysts expect AKAM's revenue to grow, but its profitability to weaken.
MSFT Forward outlook
| Metric | Outlook |
|---|---|
| Improving | |
| Strong growth | |
| Strong growth | |
| Stable | |
| Moderate | |
| High |
MSFT has the edge over AKAM on the outlook, with more favorable earnings and profitability expectations.
AKAM Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $6.44 | +150% |
| Q3 2026 | $2.57 | -25% |
| Q2 2026 | $2.77 | -2.1% |
| Q1 2026 | $2.96 | -0.7% |
| Q4 2025 | $3.07 | -6.1% |
| Q3 2025 | $3.42 | +1.5% |
| Q2 2025 | $2.83 | -30% |
| Q1 2025 | $2.98 | -26% |
| Q4 2024 | $3.27 | -7.1% |
AKAM's earnings per share have fallen from their peak: $2.57 over the past year, against $4.03 in mid-2024.
MSFT Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $20.79 | +8.6% |
| Q3 2026 | $19.15 | +36% |
| Q2 2026 | $17.95 | +32% |
| Q1 2026 | $16.80 | +30% |
| Q4 2025 | $15.99 | +29% |
| Q3 2025 | $14.06 | +16% |
| Q2 2025 | $13.64 | +16% |
| Q1 2025 | $12.93 | +12% |
| Q4 2024 | $12.41 | +12% |
MSFT has the edge over AKAM on earnings, with more consistent year-over-year improvement.
AKAM Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $1.1B | +6.4% |
| Q2 2026 | $1.1B | +5.4% |
| Q1 2026 | $1.1B | +5.8% |
| Q4 2025 | $1.1B | +7.4% |
| Q3 2025 | $1.1B | +5% |
| Q2 2025 | $1B | +6.5% |
| Q1 2025 | $1B | +2.9% |
| Q4 2024 | $1B | +2.5% |
AKAM's revenue has grown year over year every quarter since late 2020: $1.1B last quarter, up 6.4% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 9.7% | -6.1 points |
| Q2 2026 | 7.3% | -7.2 points |
| Q1 2026 | 11% | -4.6 points |
| Q4 2025 | 8.7% | -5.8 points |
| Q3 2025 | 16% | +8.7 points |
| Q2 2025 | 15% | -0.6 points |
| Q1 2025 | 15% | -1.7 points |
| Q4 2024 | 15% | -4.1 points |
AKAM's operating margin was 9.7% last quarter, down 6.1 points from the same quarter a year ago.
MSFT Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $92.3B | +19% |
| Q2 2026 | $90B | +18% |
| Q1 2026 | $82.9B | +18% |
| Q4 2025 | $81.3B | +17% |
| Q3 2025 | $77.7B | +18% |
| Q2 2025 | $76.4B | +18% |
| Q1 2025 | $70.1B | +13% |
| Q4 2024 | $69.6B | +12% |
MSFT has the edge over AKAM on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 50% | +0.9 points |
| Q2 2026 | 45% | +0.2 points |
| Q1 2026 | 46% | +0.7 points |
| Q4 2025 | 47% | +1.6 points |
| Q3 2025 | 49% | +2.3 points |
| Q2 2025 | 45% | +1.8 points |
| Q1 2025 | 46% | +1.1 points |
| Q4 2024 | 45% | +1.9 points |
MSFT has the edge over AKAM on profitability, with a higher operating margin.
AKAM Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | -$81.9M | -125% |
| Q2 2026 | $181.3M | -42% |
| Q1 2026 | $210.8M | +58% |
| Q4 2025 | $234.9M | -6.4% |
| Q3 2025 | $329.1M | +18% |
| Q2 2025 | $313.6M | -7.8% |
| Q1 2025 | $133.4M | -48% |
| Q4 2024 | $250.9M | -21% |
AKAM has the edge over MSFT on cash flow, with stronger typical year-over-year growth.
MSFT Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $18.6B | -27% |
| Q2 2026 | $19.6B | -23% |
| Q1 2026 | $15.8B | -22% |
| Q4 2025 | $5.9B | -9.3% |
| Q3 2025 | $25.7B | +33% |
| Q2 2025 | $25.6B | +9.6% |
| Q1 2025 | $20.3B | -3.2% |
| Q4 2024 | $6.5B | -29% |
MSFT's free cash flow has been positive every quarter for seven years: $60B over the past year, down 23% from the year before.
AKAM Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -1.6% | -2.5M shares |
| 1 year | +4.4% | +6.4M shares |
| 3 years | -2.5% | -3.8M shares |
| 5 years | -9.1% | -15.2M shares |
| Available history | -8.1% | -13.4M shares |
AKAM has 151M diluted shares, up 4.4% from a year ago, despite $616M in buybacks over the past year.
| Quarter | Spent |
|---|---|
| Q3 2026 | — |
| Q2 2026 | $409.9M |
| Q1 2026 | $205.9M |
| Q4 2025 | — |
| Q3 2025 | — |
| Q2 2025 | $300M |
| Q1 2025 | $500M |
| Q4 2024 | $138.4M |
AKAM spent $616M buying back its own shares over the past year, down 34% from the year before.
MSFT Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.1% | -7M shares |
| 1 year | -0.3% | -20M shares |
| 3 years | -0.2% | -16M shares |
| 5 years | -1.6% | -121M shares |
| Available history | -3.2% | -245M shares |
MSFT has the edge over AKAM on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $4.4B |
| Q2 2026 | $4.6B |
| Q1 2026 | $4.6B |
| Q4 2025 | $7.4B |
| Q3 2025 | $5.7B |
| Q2 2025 | $4.5B |
| Q1 2025 | $4.8B |
| Q4 2024 | $5B |
MSFT spent $21B buying back its own shares over the past year, up 5.2% from the year before.
AKAM Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 5.6x | High |
| Q2 2026 | 5.1x | High |
| Q1 2026 | 2.8x | Moderate |
| Q4 2025 | 2.5x | Moderate |
| Q3 2025 | 2.4x | Moderate |
| Q2 2025 | 2.7x | Moderate |
| Q1 2025 | 2.1x | Moderate |
| Q4 2024 | 2.6x | Moderate |
AKAM's net debt is about 5.6 years of its operating earnings (EBITDA), up from 2.4 years a year ago.
MSFT Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | 0.1x | Very low |
MSFT has the edge over AKAM on leverage, with a lower net debt burden relative to earnings.
AKAM Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 39.1 | Neutral |
| Stochastic | 15.0 | Oversold |
AKAM's weekly RSI is 39 (neutral) and its Stochastic is 15 (oversold).
MSFT Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 62.1 | Neutral |
| Stochastic | 68.0 | Neutral |
MSFT's weekly RSI is 62 (neutral) and its Stochastic is 68 (neutral).
AKAM PE vs Technology Sector
| Metric | AKAM | Sector median | Relative |
|---|---|---|---|
| PE | 34x | 28x | 21% above |
| PE % | 79 | 35 | 44 pts above |
AKAM is trading at 34x earnings, a 21% premium to the Technology sector's median of 28x.
MSFT PE vs Technology Sector
| Metric | MSFT | Sector median | Relative |
|---|---|---|---|
| PE | 27x | 28x | 2% below |
| PE % | 16 | 35 | 19 pts below |
MSFT has the edge over AKAM on valuation relative to its sector.
AKAM Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $96.7 | 10% below |
| 20 week MA | $106.7 | 19% below |
| 50 week MA | $107.8 | 20% below |
| 100 week MA | $94.7 | 8.6% below |
| 200 week MA | $96.5 | 10% below |
AKAM is in a downtrend: it's below all five of its weekly moving averages, and 10% below its 200-week average.
MSFT Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $524.7 | 0.3% below |
| 20 week MA | $484.8 | 7.9% above |
| 50 week MA | $446.9 | 17% above |
| 100 week MA | $453.8 | 15% above |
| 200 week MA | $411.5 | 27% above |
MSFT has the edge over AKAM on trend strength, trading above more of its moving averages.
AKAM Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $86.5 | $107.5 | +24% |
| 2021 | $107.5 | $116.2 | +8.1% |
| 2022 | $116.2 | $83.2 | -28% |
| 2023 | $83.2 | $118.4 | +42% |
| 2024 | $118.4 | $97.0 | -18% |
| 2025 | $97.0 | $88.4 | -8.8% |
| 2026 YTD | $88.4 | $86.6 | -2.1% |
AKAM has finished lower in three of the last six years. It's down 2.1% so far in 2026.
MSFT Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $159.0 | $222.8 | +40% |
| 2021 | $222.8 | $334.7 | +50% |
| 2022 | $334.7 | $238.7 | -29% |
| 2023 | $238.7 | $376.0 | +58% |
| 2024 | $376.0 | $430.5 | +14% |
| 2025 | $430.5 | $487.7 | +13% |
| 2026 YTD | $487.7 | $523.0 | +7.2% |
MSFT has the edge over AKAM on returns for 2026, with the stronger performance.