AKAM
Akamai Technologies, Inc.
AKAM has lower modeled downside risk, despite its lower overall score.
SNDK
Sandisk Corporation
SNDK has the edge over AKAM overall, supported by stronger fundamentals and stronger modeled upside.
AKAM Fundamentals
| Metric | Status |
|---|---|
| Stable | |
| Stable | |
| Stable | |
| Weak |
AKAM's revenue, profitability and cash flow are currently stable, but its balance sheet is weak.
SNDK Fundamentals
| Metric | Status |
|---|---|
| Strong | |
| Strong | |
| Strong | |
| Strong |
SNDK'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.
SNDK PE Valuation
| Level | PE | Price | Vs current |
|---|---|---|---|
| Forward | 3.8x | $937 | — |
| Current | 7.5x | $937 | — |
| Cheap | 17x | $2,173 | +132% |
| Fair | 24x | $3,048 | +225% |
| Expensive | 59x | $7,452 | +695% |
Historical ranges are pointers, not guarantees.
SNDK 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.
SNDK Forward outlook
| Metric | Outlook |
|---|---|
| Strongly improving | |
| Strong growth | |
| Strong growth | |
| Strongly improving | |
| Moderate | |
| High |
SNDK 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.
SNDK Earnings Per Share
| Quarter | TTM EPS | YoY |
|---|---|---|
| Forward | $247.30 | +97% |
| Q3 2026 | $125.61 | +$137.63 |
| Q2 2026 | $73.76 | +$85.07 |
| Q2 2025 | -$11.31 | -$6.65 |
SNDK has the edge over AKAM in the latest year-over-year earnings comparison.
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.
SNDK Quarterly Revenue
| Quarter | Revenue | YoY |
|---|---|---|
| Q3 2026 | $11B | +378% |
| Q2 2026 | $9B | +372% |
| Q1 2026 | $6B | +251% |
| Q4 2025 | $3B | +61% |
| Q3 2025 | $2.3B | +23% |
| Q2 2025 | $1.9B | +8% |
| Q1 2025 | $1.7B | -0.6% |
| Q4 2024 | $1.9B | +13% |
SNDK's revenue has grown year over year for six quarters in a row: $11B last quarter, up 378% from the same quarter a year ago.
| Quarter | Margin | YoY |
|---|---|---|
| Q3 2026 | 80% | +72 points |
| Q2 2026 | 78% | +78 points |
| Q1 2026 | 69% | +180 points |
| Q4 2025 | 35% | +25 points |
| Q3 2025 | 7.6% | -9 points |
| Q2 2025 | 0.9% | N/A |
| Q1 2025 | -111% | -122 points |
| Q4 2024 | 10% | +6.6 points |
SNDK 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.
SNDK Free Cash Flow
| Quarter | Free cash flow | YoY |
|---|---|---|
| Q3 2026 | $6.3B | +1340% |
| Q2 2026 | $7.1B | +14355% |
| Q1 2026 | $3B | +$3B |
| Q3 2025 | $438M | +$636M |
| Q2 2025 | $49M | +$217M |
| Q1 2025 | -$18M | +$23M |
| Q3 2024 | -$198M | -$157M |
SNDK 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.
SNDK Total Shares
| Period | Change % | Net change |
|---|---|---|
| Quarterly | -0.6% | -1M shares |
| 1 year | +3.4% | +5M shares |
| 3 years | +6.9% | +10M shares |
SNDK has the edge over AKAM on shareholder dilution, with a more favorable share count trend.
| Quarter | Spent |
|---|---|
| Q3 2026 | $5B |
| Q3 2024 | — |
| Q2 2024 | — |
| Q1 2024 | — |
| Q4 2023 | — |
| Q3 2023 | — |
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.
SNDK Net Leverage
| Quarter | Net Leverage | Status |
|---|---|---|
| Q3 2026 | -0.2x | Net Cash |
| Q2 2026 | -0.4x | Net Cash |
| Q1 2026 | -0.7x | Net Cash |
SNDK 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).
SNDK Weekly Momentum
| Metric | Value | Status |
|---|---|---|
| RSI | 40.2 | Neutral |
| Stochastic | 10.6 | Oversold |
SNDK's weekly RSI is 40 (neutral) and its Stochastic is 11 (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.
SNDK PE vs Technology Sector
| Metric | SNDK | Sector median | Relative |
|---|---|---|---|
| PE | 7.5x | 28x | 73% below |
| PE % | 4 | 27 | 23 pts below |
SNDK 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 |
SNDK has stronger trend alignment. AKAM is above 0 of 5 weekly averages versus SNDK above 0 of 3.
SNDK Weekly Moving Averages
| Moving average | MA price | Relative |
|---|---|---|
| 8 week MA | $1,317.5 | 29% below |
| 20 week MA | $1,465.4 | 36% below |
| 50 week MA | $1,119.6 | 16% below |
SNDK is in a downtrend: it's below all three of its weekly moving averages, and 16% below its 50-week average.
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.
SNDK Yearly ROI
| Year | Start price | End price | ROI |
|---|---|---|---|
| 2025 | $50.4 | $250.1 | +396% |
| 2026 YTD | $250.1 | $937.5 | +275% |
SNDK has the edge over AKAM on returns for 2026, with the stronger performance.