Akamai scores 78 vs Cloudflare 76, yet trades at 2.7x vs 35x sales — a 13x valuation gap
pdamodaran · x · 2026-11-08
DalalBytes' ten-dimension scorecard has Akamai edging Cloudflare 78:76 after Q3 2026 prints, yet Akamai trades near 2.7x guided sales against Cloudflare's 35x — a near-13x multiple gap. Cloudflare grew revenue 39% with a third guidance raise; Akamai grew 6% but guides 17-22% for 2027 on a $14B signed book. Its security segment alone annualizes at $2.49B, roughly covering the entire $11.9B market cap. The author sees upside toward $340+ by Jan 2029 if execution lands (not financial advice).
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