Stocks analysis

ADBE vs AKAM Stock Comparison

Scores Breakdown

Metric ADBE AKAM
📈 Growth 22/30 22/30
💰 Profitability 17/20 17/20
🏦 Financial Health 16/20 17/20
💵 Valuation 12/20 16/20
⚠️ Risk (lower is better) 4/10 4/10
Overall Score 73/100 78/100

Side-by-Side Summaries

ADBE Analysis AKAM Analysis

📈 Growth & Financial Trajectory

Over 8 quarters, revenue rose from $5.714B (Q2 2024) to $6.618B (Q2 2026), up about 16%. Net income grew from $1.712B to $1.889B, with quarterly fluctuations but an overall positive trend.

💰 Margins & Cash Flow

Gross margin stays in the high 80s to low 90s% (examples: Q4 2025 around 92%, Q2 2026 around 89%). Operating income remains solid near $2.0–$2.3B per quarter. Net cash flow from operating activities is consistently positive, typically around $2.2B–$3.2B per quarter, with occasional stronger quarter (e.g., Q4 2025, $3.16B). Investing/financing flows are mixed but liquidity strong.

🛡️ Balance Sheet & Liquidity

Cash balances range roughly $5.6B–$7.0B; total assets around $28–$30B; current liabilities in the $9–12B range; long-term debt about $4–$6B; equity around $11.4–$11.8B. Leverage moderate; liquidity ample.

⚠️ Key Drivers & Risks

  • Drivers: AI-enabled product enhancements and sustained Creative Cloud/enterprise demand.
  • Risks: Valuation sensitivity to growth trajectory and potential macro swings in end-market demand.

📈 Growth & Financial Trajectory

Over 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 Flow

Gross 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 & Liquidity

Assets 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

  • Drivers: AI/Data Center edge/CDN demand; sustained enterprise traffic growth.
  • Risks: Revenue cyclicality and competition; valuation sensitive to margin shifts and growth pace.