AKAM Akamai Technologies
too hard · 57
Owner-earnings value$53.78
Price$113.94
Margin of safety
-52.8%
Quality gate · 57/100
⚠ sub-hurdle returns (median roic 6% < 9%)
Median ROIC5.8%
Gross margin57.5%
Net debt / EBITDA3.8x
FCF conversion146%
Share count / yr-2.6%
Profitable years4/4
Moat & management
Owner-earnings inputs
| Owner earnings (TTM) | 410.96M |
| Owner-earnings yield | 2.5% |
| Free-cash-flow yield | 3.8% |
| Growth used (normalized) | 5.2% |
| Market-implied growth (reverse DCF) | 23.9% |
| Terminal growth | 3.0% |
| Discount rate (hurdle) | 9.0% |
Projected owner earnings
| Yr | Owner earnings | Growth | PV |
|---|---|---|---|
| 1 | 432.25M | 5.2% | 396.56M |
| 2 | 453.59M | 4.9% | 381.78M |
| 3 | 474.88M | 4.7% | 366.70M |
| 4 | 496.03M | 4.5% | 351.40M |
| 5 | 516.91M | 4.2% | 335.96M |
| 6 | 537.43M | 4.0% | 320.45M |
| 7 | 557.45M | 3.7% | 304.95M |
| 8 | 576.88M | 3.5% | 289.51M |
| 9 | 595.58M | 3.2% | 274.22M |
| 10 | 613.45M | 3.0% | 259.13M |
Recent news
score · 8 articles
- Company News for Sep 28, 2026
- Anthropic just handed Akamai a game-changing deal
- Bank of America Sees AMD at $720 on CPU Demand. Anthropic’s $11.6 Billion Akamai Deal Is Part of Why
- Why Akamai Technologies (AKAM) Is Up 9.0% After Massive Anthropic AI Cloud Deal - And What's Next
- Why Jabil (JBL) Stock Is Trading Up Today
- Akamai (AKAM) Lands an $11.6 Billion Anthropic Deal
- Akamai (AKAM) Stock Trades Up, Here Is Why
- Why Akamai Stock Is Up Today
⚠ maintenance capex ≈ min(capex, D&A), capped at FCF · Price pays for ~24%/yr owner-earnings growth over 10y (reverse DCF); model credits 5%.