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Axon Enterprise (AXON) Competitors

Axon Enterprise logo
$766.24 +2.73 (+0.36%)
As of 08/22/2025 04:00 PM Eastern

AXON vs. NOW, FTNT, CVLT, QLYS, AI, PRGS, MSFT, ORCL, TDG, and HEI

Should you be buying Axon Enterprise stock or one of its competitors? The main competitors of Axon Enterprise include ServiceNow (NOW), Fortinet (FTNT), CommVault Systems (CVLT), Qualys (QLYS), C3.ai (AI), Progress Software (PRGS), Microsoft (MSFT), Oracle (ORCL), Transdigm Group (TDG), and Heico (HEI).

Axon Enterprise vs. Its Competitors

ServiceNow (NYSE:NOW) and Axon Enterprise (NASDAQ:AXON) are both large-cap systems software companies, but which is the better business? We will compare the two companies based on the strength of their media sentiment, valuation, institutional ownership, earnings, profitability, risk, analyst recommendations and dividends.

In the previous week, ServiceNow had 52 more articles in the media than Axon Enterprise. MarketBeat recorded 90 mentions for ServiceNow and 38 mentions for Axon Enterprise. Axon Enterprise's average media sentiment score of 1.41 beat ServiceNow's score of 1.12 indicating that Axon Enterprise is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
ServiceNow
67 Very Positive mention(s)
6 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Axon Enterprise
35 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

ServiceNow has a net margin of 13.78% compared to Axon Enterprise's net margin of 13.64%. ServiceNow's return on equity of 18.04% beat Axon Enterprise's return on equity.

Company Net Margins Return on Equity Return on Assets
ServiceNow13.78% 18.04% 8.81%
Axon Enterprise 13.64%6.80%3.18%

ServiceNow has higher revenue and earnings than Axon Enterprise. ServiceNow is trading at a lower price-to-earnings ratio than Axon Enterprise, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
ServiceNow$10.98B16.77$1.43B$7.94111.56
Axon Enterprise$2.08B28.88$377.03M$4.05189.20

ServiceNow presently has a consensus price target of $1,115.20, indicating a potential upside of 25.90%. Axon Enterprise has a consensus price target of $837.69, indicating a potential upside of 9.33%. Given ServiceNow's stronger consensus rating and higher possible upside, equities research analysts clearly believe ServiceNow is more favorable than Axon Enterprise.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
ServiceNow
1 Sell rating(s)
3 Hold rating(s)
29 Buy rating(s)
1 Strong Buy rating(s)
2.88
Axon Enterprise
0 Sell rating(s)
2 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.87

ServiceNow has a beta of 0.93, indicating that its stock price is 7% less volatile than the S&P 500. Comparatively, Axon Enterprise has a beta of 1.36, indicating that its stock price is 36% more volatile than the S&P 500.

87.2% of ServiceNow shares are owned by institutional investors. Comparatively, 79.1% of Axon Enterprise shares are owned by institutional investors. 0.4% of ServiceNow shares are owned by insiders. Comparatively, 4.4% of Axon Enterprise shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

ServiceNow beats Axon Enterprise on 12 of the 17 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding AXON and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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AXON vs. The Competition

MetricAxon EnterpriseAEROSP/DEF EQ IndustryAerospace SectorNASDAQ Exchange
Market Cap$59.94B$17.57B$27.78B$9.58B
Dividend YieldN/A0.79%0.97%4.10%
P/E Ratio189.20129.9978.0326.04
Price / Sales28.886.876.74102.77
Price / Cash274.0641.0732.3658.48
Price / Book22.016.638.396.61
Net Income$377.03M$268.43M$370.06M$265.56M
7 Day Performance1.59%0.91%0.90%1.97%
1 Month Performance8.65%0.31%-2.41%-0.36%
1 Year Performance106.70%66.38%41.57%19.03%

Axon Enterprise Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AXON
Axon Enterprise
3.0621 of 5 stars
$766.24
+0.4%
$837.69
+9.3%
+105.6%$59.94B$2.08B189.204,970Positive News
NOW
ServiceNow
4.9196 of 5 stars
$879.21
+1.4%
$1,115.20
+26.8%
+7.9%$182.87B$12.06B110.7326,293Trending News
Insider Trade
FTNT
Fortinet
4.8994 of 5 stars
$80.42
+1.6%
$97.40
+21.1%
+7.4%$61.59B$5.96B32.0214,138Trending News
CVLT
CommVault Systems
4.8152 of 5 stars
$178.12
-1.1%
$205.63
+15.4%
+21.9%$7.92B$995.62M98.973,300Positive News
Insider Trade
QLYS
Qualys
2.5526 of 5 stars
$129.78
+0.5%
$141.00
+8.6%
+9.7%$4.69B$607.57M25.902,400
AI
C3.ai
4.5007 of 5 stars
$18.25
+2.3%
$27.43
+50.3%
-27.5%$2.45B$389.06M-8.151,181Trending News
Options Volume
PRGS
Progress Software
4.8697 of 5 stars
$45.91
+0.4%
$73.33
+59.7%
-17.6%$1.98B$869.02M35.022,815Positive News
MSFT
Microsoft
4.9142 of 5 stars
$516.00
-0.8%
$612.54
+18.7%
+22.1%$3.84T$281.72B37.83228,000Trending News
Analyst Revision
ORCL
Oracle
4.6915 of 5 stars
$246.65
-0.7%
$227.04
-8.0%
+71.0%$692.80B$57.40B56.83162,000Trending News
TDG
Transdigm Group
4.6339 of 5 stars
$1,394.84
+0.5%
$1,624.69
+16.5%
+7.9%$78.60B$7.94B46.2916,600Positive News
Dividend Increase
Insider Trade
HEI
Heico
2.8653 of 5 stars
$304.86
-1.0%
$301.45
-1.1%
+25.9%$42.46B$3.86B71.3210,000News Coverage
Upcoming Earnings
Analyst Forecast

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This page (NASDAQ:AXON) was last updated on 8/23/2025 by MarketBeat.com Staff
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