AKAM
Akamai Technologies, Inc.
AKAM trails on the overall score without a compensating advantage in the available component scores.
NVDA
NVIDIA Corporation
NVDA 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.
NVDA Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
NVDA's revenue, profitability, cash flow and balance sheet are all currently strong.
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.
NVDA PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 12x | $166 | — |
| Current | 21x | $166 | — |
| Cheap | 44x | $345 | +108% |
| Fair | 65x | $511 | +207% |
| Expensive | 93x | $734 | +342% |
Historical ranges are pointers, not guarantees.
NVDA 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.
NVDA Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Weakening | |
| Broad | |
| Moderate |
NVDA has the edge over AKAM on the outlook, with more favorable earnings 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.
NVDA Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $13.77 | +74% |
| Q3 2026 | $7.91 | +125% |
| Q2 2026 | $6.53 | +111% |
| Q1 2026 | $4.90 | +67% |
| Q4 2025 | $4.03 | +59% |
| Q3 2025 | $3.51 | +65% |
| Q2 2025 | $3.10 | +81% |
| Q1 2025 | $2.94 | +147% |
| Q4 2024 | $2.54 | +234% |
NVDA 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.
NVDA Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $96.2B | +106% |
| Q2 2026 | $81.6B | +85% |
| Q1 2026 | $68.1B | +73% |
| Q4 2025 | $57B | +62% |
| Q3 2025 | $46.7B | +56% |
| Q2 2025 | $44.1B | +69% |
| Q1 2025 | $39.3B | +78% |
| Q4 2024 | $35.1B | +94% |
NVDA has the edge over AKAM on sales, with stronger typical year-over-year growth.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 66% | +5.4 points |
| Q2 2026 | 66% | +17 points |
| Q1 2026 | 65% | +3.9 points |
| Q4 2025 | 63% | +0.8 points |
| Q3 2025 | 61% | -1.2 points |
| Q2 2025 | 49% | -16 points |
| Q1 2025 | 61% | -0.5 points |
| Q4 2024 | 62% | +4.9 points |
NVDA 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 usually generates cash, though not every quarter: the latest was −$82M, but it generated $545M over the past year.
NVDA Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $21.4B | +59% |
| Q2 2026 | $48.6B | +86% |
| Q1 2026 | $34.9B | +124% |
| Q4 2025 | $22.1B | +32% |
| Q3 2025 | $13.5B | -0.3% |
| Q2 2025 | $26.2B | +75% |
| Q1 2025 | $15.6B | +38% |
| Q3 2024 | $13.5B | +113% |
NVDA has the edge over AKAM on cash flow, with more consistent year-over-year improvement.
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.
NVDA Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.4% | -106M shares |
| 1 year | -1% | -247M shares |
| 3 years | -2.8% | -705M shares |
| 5 years | -4.1% | -1B shares |
| Available history | -1.8% | -435M shares |
NVDA has the edge over AKAM on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $19.7B |
| Q2 2026 | $19.3B |
| Q1 2026 | $3.8B |
| Q4 2025 | $12.5B |
| Q3 2025 | $9.7B |
| Q2 2025 | $14.1B |
| Q1 2025 | $7.8B |
| Q4 2024 | $11B |
NVDA spent $55.3B buying back its own shares over the past year, up 30% 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.
NVDA Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | 0.1x | Very low |
| Q2 2026 | -0.0x | Net Cash |
| Q1 2026 | -0.0x | Net Cash |
| Q4 2025 | -0.0x | Net Cash |
| Q3 2025 | -0.0x | Net Cash |
| Q2 2025 | -0.1x | Net Cash |
| Q1 2025 | -0.0x | Very low |
| Q4 2024 | -0.0x | Net Cash |
NVDA 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).
NVDA Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 33.4 | Neutral |
| Stochastic | 18.1 | Oversold |
NVDA's weekly RSI is 33 (neutral) and its Stochastic is 18 (oversold).
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.
NVDA PE vs Technology Sector
| Metric | NVDA | Sector median | Relative |
|---|---|---|---|
| PE | 21x | 28x | 25% below |
| PE % | 0 | 35 | 35 pts below |
NVDA 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.
NVDA Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $208.9 | 20% below |
| 20 week MA | $212.0 | 22% below |
| 50 week MA | $199.9 | 17% below |
| 100 week MA | $175.1 | 5.1% below |
| 200 week MA | $123.6 | 34% above |
NVDA 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 the edge over NVDA on returns for 2026, with the stronger performance.
NVDA Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2020 | $5.92 | $13.0 | +119% |
| 2021 | $13.0 | $29.6 | +128% |
| 2022 | $29.6 | $15.2 | -49% |
| 2023 | $15.2 | $49.5 | +226% |
| 2024 | $49.5 | $137.0 | +177% |
| 2025 | $137.0 | $190.5 | +39% |
| 2026 YTD | $190.5 | $166.2 | -13% |
NVDA's yearly returns have swung widely, from +226% in 2023 to −49% in 2022. It's down 13% so far in 2026.