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Axon Enterprise (AXON) Competitors

Axon Enterprise logo
$742.47 -13.02 (-1.72%)
As of 08/1/2025 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

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

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

Axon Enterprise has a net margin of 14.86% compared to ServiceNow's net margin of 13.78%. ServiceNow's return on equity of 18.04% beat Axon Enterprise's return on equity.

Company Net Margins Return on Equity Return on Assets
Axon Enterprise14.86% 5.81% 2.83%
ServiceNow 13.78%18.04%8.81%

In the previous week, ServiceNow had 51 more articles in the media than Axon Enterprise. MarketBeat recorded 74 mentions for ServiceNow and 23 mentions for Axon Enterprise. Axon Enterprise's average media sentiment score of 1.29 beat ServiceNow's score of 1.27 indicating that Axon Enterprise is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Axon Enterprise
20 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
ServiceNow
52 Very Positive mention(s)
5 Positive mention(s)
9 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Positive

Axon Enterprise presently has a consensus price target of $772.08, suggesting a potential upside of 3.99%. ServiceNow has a consensus price target of $1,115.20, suggesting a potential upside of 22.01%. Given ServiceNow's stronger consensus rating and higher possible upside, analysts clearly believe ServiceNow is more favorable than Axon Enterprise.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Axon Enterprise
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.71
ServiceNow
1 Sell rating(s)
3 Hold rating(s)
29 Buy rating(s)
1 Strong Buy rating(s)
2.88

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
Axon Enterprise$2.08B27.76$377.03M$4.14179.34
ServiceNow$12.06B15.77$1.43B$7.94115.12

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

Summary

ServiceNow beats Axon Enterprise on 11 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$58.82B$17.64B$27.47B$9.52B
Dividend YieldN/A0.76%0.97%4.09%
P/E Ratio179.34128.5373.5023.81
Price / Sales27.767.086.5966.04
Price / Cash271.1847.0936.1057.96
Price / Book24.337.408.845.54
Net Income$377.03M$265.73M$368.78M$259.28M
7 Day Performance1.01%-1.74%-3.25%-4.64%
1 Month Performance-4.14%3.45%2.29%4.41%
1 Year Performance153.96%83.16%54.47%17.95%

Axon Enterprise Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
AXON
Axon Enterprise
2.6332 of 5 stars
$742.47
-1.7%
$772.08
+4.0%
+147.8%$58.82B$2.08B179.344,970Positive News
Upcoming Earnings
Gap Down
NOW
ServiceNow
4.6282 of 5 stars
$985.58
+1.7%
$1,115.20
+13.2%
+12.7%$203.61B$10.98B123.8926,293Trending News
Analyst Upgrade
Insider Trade
FTNT
Fortinet
4.5538 of 5 stars
$105.31
+0.5%
$107.00
+1.6%
+70.2%$80.61B$5.96B43.3414,138Positive News
Upcoming Earnings
CVLT
CommVault Systems
4.5965 of 5 stars
$163.52
-0.5%
$189.13
+15.7%
+22.1%$7.29B$995.62M96.813,300Trending News
Analyst Forecast
Analyst Revision
QLYS
Qualys
1.4502 of 5 stars
$137.10
+0.2%
$137.50
+0.3%
-5.7%$4.99B$607.57M28.112,400Positive News
Upcoming Earnings
AI
C3.ai
4.336 of 5 stars
$26.17
+0.6%
$29.79
+13.8%
-13.1%$3.51B$389.06M-11.681,181Gap Down
PRGS
Progress Software
4.7249 of 5 stars
$50.60
-0.4%
$73.33
+44.9%
-19.7%$2.18B$753.41M38.632,815Positive News
MSFT
Microsoft
4.9425 of 5 stars
$512.13
-0.3%
$551.21
+7.6%
+25.7%$3.81T$245.12B39.57228,000Trending News
Earnings Report
Analyst Forecast
Analyst Revision
ORCL
Oracle
4.3945 of 5 stars
$244.52
-0.2%
$218.29
-10.7%
+77.8%$686.74B$57.40B56.34162,000Positive News
Gap Down
TDG
Transdigm Group
3.4895 of 5 stars
$1,602.96
-0.3%
$1,606.47
+0.2%
+24.8%$90.04B$7.94B54.1216,600Positive News
Upcoming Earnings
HEI
Heico
3.1481 of 5 stars
$324.45
+0.2%
$301.45
-7.1%
+35.1%$45.15B$3.86B75.8310,000News Coverage
Positive News
Analyst Revision

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This page (NASDAQ:AXON) was last updated on 8/2/2025 by MarketBeat.com Staff
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