ACGL vs AKAM Stock Comparison
Scores Breakdown
| Metric | ACGL | AKAM |
|---|---|---|
| 📈 Growth | 16/30 | 22/30 |
| 💰 Profitability | 17/20 | 17/20 |
| 🏦 Financial Health | 18/20 | 17/20 |
| 💵 Valuation | 14/20 | 16/20 |
| ⚠️ Risk (lower is better) | 4/10 | 4/10 |
| Overall Score | 71/100 | 78/100 |
Side-by-Side Summaries
| ACGL Analysis | AKAM Analysis |
|---|---|
📈 Growth & Financial TrajectoryFrom 2024 Q3 to 2026 Q2, Revenues remained in a tight band around $4.47–$5.21B, finishing at $4.67B in 2026 Q2 (slightly below the start). The eight-quarter path shows a trough in 2025 Q3 ( 💰 Margins & Cash FlowOperating margins have been solid, frequently in the mid-20s to low-30s range (examples: 2025 Q1 ~30%, 2025 Q3 ~34%, 2024 Q4 ~14–21% depending on quarter’s mix). This indicates healthy operating leverage when revenue spikes occur. Cash flow shows robust operating activity: Net Cash Flow From Operating Activities generally around $1.1–$2.2B per quarter (e.g., 2026 Q2 ~$1.32B, 2025 Q4 ~$2.19B). Investing activities are routinely negative, with ongoing cash used for growth, while financing activity varies by quarter. Overall, cash generation supports ongoing liquidity and shareholder value. 🛡️ Balance Sheet & LiquidityBalance sheets exhibit solid liquidity and limited noncurrent leverage. Across quarters, current assets exceed current liabilities (e.g., 2026 Q2: $85.18B vs. $61.15B current liabilities), yielding a healthy current ratio (~1.4). Noncurrent liabilities are effectively zero, and equity attributable to parent sits around $24.0–$24.2B, implying durable solvency and resilience against near-term shocks. ⚠️ Key Drivers & Risks
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📈 Growth & Financial TrajectoryOver the 8 quarters, AKAM's revenues rose from about $1.00B to about $1.10B, a modest expansion of ~9-10%, with a steady uptrend across quarters. Net income moved from roughly $58M in 2024-Q3 to a peak of about $140M in 2025-Q3, before printing around $79M in 2026-Q2, reflecting quarterly volatility but positive trajectory. 💰 Margins & Cash FlowGross margin stayed robust in the mid-to-high 50s% (Q2 2026 ~55.8%; Q4 2025 ~58.6%; Q3 2025 ~59.2%). Operating income remained positive in every quarter shown. Operating cash flow (continuing) was solid, e.g., around $326M in 2026-Q2. Net cash flow turned positive in 2026-Q2 at roughly $0.85B, with investing cash outflows offset by financing inflows in several quarters, indicating healthy cash generation despite capex. 🛡️ Balance Sheet & LiquidityAssets near $15.1B in 2026-Q2, liabilities around $10.3B, and equity about $4.75B. Current assets vs current liabilities yield a comfortable liquidity cushion (approx. 1.6x). Leverage remains moderate with substantial noncurrent assets and conservative equity backing. ⚠️ Key Drivers & Risks
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