Compare Stocks › AKAM vs GS
Akamai Technologies, Inc. (AKAM) vs The Goldman Sachs Group, Inc. (GS)
AKAM
Akamai Technologies, Inc.
$110.00
VS
GS
The Goldman Sachs Group, Inc.
$809.50
Rewards
AKAM
GS
- ★Gross margin of 82.9% indicates strong pricing power — typical of businesses with significant intellectual property or brand strength.
- ★Share count has been reduced by 11% over the past 4 years through buybacks, increasing each share's claim on earnings.
- ★Each dollar of retained earnings has created $5.60 of market value — management is an exceptional capital allocator.
Risks
AKAM
- ⚠12 insider sales totaling $9.8M with no purchases in the past 3 months — insiders are reducing their exposure.
- ⚠Free cash flow has declined at a 5.0% CAGR over the past 4 years — a concerning trend.
GS
- ⚠The Goldman Sachs Group, Inc. scores only 26/100 on the Economic Moat Score, suggesting limited durable competitive advantages.
- ⚠High leverage (5.96x debt/equity) combined with thin interest coverage (-1.0x) poses financial risk.
- ⚠Altman Z-Score of 0.25 places the company in the distress zone — financial patterns resemble those of companies that experienced bankruptcy.
Key Valuation Metrics
Learn more →AKAM
GS
Valuation
$578.66M
Free Cash Flow
N/A
3.63%
FCF Yield
N/A
35.83
Trailing P/E
15.77
14.48
Forward P/E
12.45
Quality & Moat
4.31%
ROIC
2.06%
9.08%
ROE
13.00%
58.95%
Gross Margin
82.88%
N/A
PEG Ratio
0.91
Balance Sheet Safety
1.14
Debt / Equity
5.96
N/A
Interest Coverage
N/A
3.80
Net Debt / EBITDA
N/A
N/A
Dividend Yield
2.22%
AKAM: 2Ties: 1GS: 4
AKAMGS
Historical Fundamentals
Learn more →AKAM
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
GS
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
Price ÷ Earnings Per Share — how many years of current earnings you're paying for at today's price. Lower P/E may indicate undervaluation.
$1 Retained Earnings Test
Learn more →AKAM
$-0.38
created per $1 retained over 3 years
Market Cap Declined
Σ Retained
$1.50B
Δ Market Cap
$-566.5M
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
GS
$5.60
created per $1 retained over 3 years
Exceptional Value Creator
Σ Retained
$26.00B
Δ Market Cap
+$145.60B
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Buffett's "$1 Test": For every $1 of earnings retained, has management created at least $1 of market value?
> $1 created per $1 retained = Value Creator · < $1 created = Value Destroyer
Discounted Cash Flow (DCF) Analysis
Learn more →AKAM
129.5% Overvalued
Price is 129.5% above estimated fair value
Current Price: $110.00
Strongly undervalued
Strongly overvalued
Fair Value: $47.92
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
GS
65.1% Margin of Safety
Price is 65.1% below estimated fair value
Current Price: $809.50
Strongly undervalued
Fairly valued
Strongly overvalued
Fair Value: $2319.70
Strongly undervalued
Undervalued
Fairly valued
Overvalued
Strongly overvalued
Reverse DCF — Market-Implied Growth
Learn more →AKAM
What growth rate is the market pricing in at $110?
+18.8%
Market-Implied Owner Earnings Growth
Standard FCF implies +15.4%
The market implies +18.8% Owner Earnings growth, above historical trends.
Standard FCF implies a demanding +15.4%, reflecting heavy growth investment.
GS
Requires positive FCF to compute implied growth rate.
Economic Moat Score
Learn more →AKAM
53/100
Narrow Moat
70+ Wide · 40-69 Narrow · <40 None
Narrow moat with revenue predictability as the key competitive advantage. Improving roic consistency would strengthen the moat.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
GS
26/100
No Moat
70+ Wide · 40-69 Narrow · <40 None
No durable moat detected, though reinvestment efficiency shows some competitive positioning. The business lacks consistent evidence of sustainable advantages.
Composite score measuring competitive advantage durability across four dimensions: returns above cost of capital, pricing power stability, revenue predictability, and capital efficiency. Based on 4 years of fundamental data.
Forensic Accounting
Learn more →AKAM
-2.80
Unlikely Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
GS
-2.00
Possible Manipulator
Above -1.78 = likely manipulator · -2.22 to -1.78 = grey zone
M-Score Trend
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Beneish's 8-variable model estimates the probability of earnings manipulation. An M-Score above -1.78 signals elevated risk — companies in this range have historically been 3-5× more likely to be manipulating earnings. Scores between -2.22 and -1.78 fall in a grey zone warranting further investigation.
Ownership Breakdown
Learn more →AKAM
Insiders 2.0%Institutions 102.5%
No. of Institutional Holders980
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
GS
Insiders 0.5%Institutions 75.7%Retail & Other 23.8%
No. of Institutional Holders3,730
High insider ownership aligns management incentives with shareholders — a key signal in Buffett-style analysis. Institutional concentration can indicate smart-money conviction but also crowding risk.
High insider ownership aligns management incentives with shareholders. Institutional concentration can indicate smart-money conviction but also crowding risk.
Insider Buying Activity
Learn more →AKAM
0
Buys (3M)
2
Buys (12M)
Total value (12M): $3.83M
HESSE DANIEL R
Director
$216,897
@ $72.30 · 2025-08-11
LEIGHTON F THOMSON
Chief Executive Officer
$3.61M
@ $72.26 · 2025-08-11
LEIGHTON F THOMSON
Chief Executive Officer
$3.00M
@ $79.58 · 2025-02-27
Open market purchases · includes direct & indirect ownership · excludes option exercises
GS
0
Buys (3M)
1
Buys (12M)
Total value (12M): $2.00M
HESS JOHN B JR.
Director
$2.00M
@ $511.68 · 2025-04-15
JOHNSON KEVIN RONALD
Director
$1.49M
@ $619.02 · 2025-01-17
FLAHERTY MARK A
Director
$29,545
@ $360.30 · 2024-09-27
Open market purchases · includes direct & indirect ownership · excludes option exercises
Open market purchases · includes direct & indirect ownership · excludes option exercises.
Insider Selling Activity
Learn more →AKAM
12
Sells (3M)
22
Sells (12M)
Total value (12M): $13.98M
JOSEPH PAUL C
Officer
$531,256
@ $106.25 · 2026-03-16
KARON ADAM M
Officer
$1.83M
@ $107.43 · 2026-03-12
WILLIAMS ANTHONY P
Officer
$1.56M
@ $104.29 · 2026-03-11
MCGOWAN EDWARD J
Chief Financial Officer
$1.39M
@ $101.19 · 2026-03-10
MILLER JONATHAN FRANK
Director
$1.13M
@ $102.67 · 2026-03-04
RANGANATHAN MADHU
Director
$319,362
@ $102.00 · 2026-03-04
KARON ADAM M
Officer
$458,190
@ $96.91 · 2026-03-02
HOWELL LAURA
Officer
$1.13M
@ $100.14 · 2026-02-25
BLUMOFE ROBERT
Chief Technology Officer
$378,000
@ $108.00 · 2026-02-13
BLUMOFE ROBERT
Chief Technology Officer
$339,500
@ $97.00 · 2026-01-22
JOSEPH PAUL C
Officer
$450,874
@ $90.17 · 2026-01-15
KARON ADAM M
Officer
$289,836
@ $87.30 · 2026-01-02
MCGOWAN EDWARD J
Chief Financial Officer
$577,477
@ $88.03 · 2025-12-15
JOSEPH PAUL C
Officer
$438,451
@ $87.69 · 2025-11-17
BLUMOFE ROBERT
Chief Technology Officer
$263,051
@ $87.68 · 2025-11-14
BLUMOFE ROBERT
Chief Technology Officer
$301,000
@ $86.00 · 2025-11-07
JOSEPH PAUL C
Officer
$383,250
@ $76.65 · 2025-09-15
BLUMOFE ROBERT
Chief Technology Officer
$231,000
@ $77.00 · 2025-08-22
JOSEPH PAUL C
Officer
$388,700
@ $77.74 · 2025-07-15
BLUMOFE ROBERT
Chief Technology Officer
$253,714
@ $77.97 · 2025-06-12
SALEM-JACKSON KIM
Officer
$1.00M
@ $76.33 · 2025-05-27
KARON ADAM M
Officer
$333,863
@ $85.02 · 2025-05-08
JOSEPH PAUL C
Officer
$333,480
@ $83.37 · 2025-03-18
WILLIAMS ANTHONY P
Officer
$780,805
@ $82.19 · 2025-03-17
KARON ADAM M
Officer
$811,943
@ $82.34 · 2025-03-11
MCGOWAN EDWARD J
Chief Financial Officer
$971,911
@ $82.34 · 2025-03-11
KARON ADAM M
Chief Operating Officer
$485,140
@ $86.20 · 2025-03-10
MCGOWAN EDWARD J
Chief Financial Officer
$402,305
@ $86.48 · 2025-03-10
KARON ADAM M
Chief Operating Officer
$517,632
@ $80.49 · 2025-03-04
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
GS
6
Sells (3M)
11
Sells (12M)
Total value (12M): $59.99M
COLEMAN DENIS P.
Chief Financial Officer
$10.94M
@ $941.57 · 2026-02-09
SOLOMON DAVID M
Chief Executive Officer
$255,387
@ $938.92 · 2026-01-29
HALIO CAREY
Officer
$2.64M
@ $927.17 · 2026-01-27
FREDMAN SHEARA J.
Officer
$4.49M
@ $923.75 · 2026-01-23
RUEMMLER KATHRYN H
General Counsel
$8.89M
@ $927.51 · 2026-01-23
HALIO CAREY
Officer
$1.62M
@ $920.62 · 2026-01-23
WALDRON JOHN E.
President
$13.69M
@ $750.30 · 2025-08-28
COLEMAN DENIS P.
Chief Financial Officer
$5.41M
@ $724.40 · 2025-07-25
ROGERS JOHN F W
Officer
$4.31M
@ $717.39 · 2025-07-23
SOLOMON DAVID M
Chief Executive Officer
$4.71M
@ $712.31 · 2025-07-23
SOLOMON DAVID M
Chief Executive Officer
$3.04M
@ $607.17 · 2025-05-14
SOLOMON DAVID M
Chief Executive Officer
$1.50M
@ $622.15 · 2025-02-26
GOLTEN ALEXANDER SIMON
Officer
$3.31M
@ $636.25 · 2025-01-28
HALIO CAREY
Officer and Treasurer
$2.32M
@ $636.74 · 2025-01-24
FREDMAN SHEARA J.
Officer
$1.28M
@ $627.01 · 2025-01-21
RUEMMLER KATHRYN H
General Counsel
$4.76M
@ $634.69 · 2025-01-21
HALIO CAREY
Officer
$965,120
@ $624.67 · 2025-01-21
VINIAR DAVID A
Director
$3.06M
@ $612.08 · 2024-11-29
SOLOMON DAVID M
Chief Executive Officer
$4.00M
@ $610.91 · 2024-11-29
FREDMAN SHEARA J.
Officer
$1.77M
@ $594.51 · 2024-11-06
COLEMAN DENIS P.
Chief Financial Officer
$7.67M
@ $593.03 · 2024-11-06
ROGERS JOHN F W
Officer
$3.83M
@ $596.36 · 2024-11-06
SOLOMON DAVID M
Chief Executive Officer
$3.00M
@ $500.29 · 2024-08-15
VINIAR DAVID A
Director
$2.51M
@ $502.43 · 2024-07-16
SOLOMON DAVID M
Chief Executive Officer
$3.02M
@ $457.32 · 2024-05-10
VINIAR DAVID A
Director
$2.16M
@ $432.25 · 2024-04-29
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives
Direct ownership only · excludes indirect, option exercises, planned (10b5-1) sales & derivatives.
🎭 Mr. Market's Mood
Learn more →AKAM
😐Neutral(58/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
GS
😐Neutral(48/100)
"Market is pricing this stock without strong emotion in either direction"
Composite sentiment score based on 6 market signals. Inspired by Buffett's "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
Composite sentiment score based on market signals. Inspired by Buffett’s "Mr. Market" allegory — fear = potential opportunity, greed = potential risk. Must be used alongside fundamental analysis, not in isolation.
⚖️ Buffett Signal
Learn more →AKAM
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (58)
GS
⚪Awaiting DCF Data
The Buffett Signal cross-references market sentiment with DCF valuation. Configure the DCF Analysis above to generate a signal.
DCF Margin of Safety: N/AMr. Market's Mood: Neutral (48)