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Kodiak AI (KDK) Competitors

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$1.67 +0.01 (+0.60%)
Closing price 10/9/2026 04:00 PM Eastern
Extended Trading
$1.69 +0.02 (+1.20%)
As of 10/9/2026 07:59 PM Eastern
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KDK vs. LSPD, XZO, PD, CXM, and AIP

Should you buy Kodiak AI stock or one of its competitors? Kodiak AI's main competitors and comparable companies include Lightspeed Commerce (LSPD), Exzeo Group (XZO), PagerDuty (PD), Sprinklr (CXM), and Arteris (AIP). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "application software" industry.

How does Kodiak AI compare to Lightspeed Commerce?

Lightspeed Commerce (NYSE:LSPD) and Kodiak AI (NASDAQ:KDK) are both small-cap technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, analyst recommendations, dividends, profitability, earnings, media sentiment, valuation and risk.

68.7% of Lightspeed Commerce shares are owned by institutional investors. Comparatively, 73.0% of Kodiak AI shares are owned by institutional investors. 28.4% of Kodiak AI shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Lightspeed Commerce has a net margin of -7.81% compared to Kodiak AI's net margin of -4,960.84%. Lightspeed Commerce's return on equity of 1.06% beat Kodiak AI's return on equity.

Company Net Margins Return on Equity Return on Assets
Lightspeed Commerce-7.81% 1.06% 0.95%
Kodiak AI -4,960.84%N/A -123.85%

Lightspeed Commerce has higher revenue and earnings than Kodiak AI. Lightspeed Commerce is trading at a lower price-to-earnings ratio than Kodiak AI, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Lightspeed Commerce$1.23B1.20-$144.41M-$0.70N/A
Kodiak AI$3.80M88.17-$585.53M-$4.71N/A

In the previous week, Kodiak AI had 5 more articles in the media than Lightspeed Commerce. MarketBeat recorded 7 mentions for Kodiak AI and 2 mentions for Lightspeed Commerce. Lightspeed Commerce's average media sentiment score of 0.69 beat Kodiak AI's score of 0.20 indicating that Lightspeed Commerce is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Lightspeed Commerce
0 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Kodiak AI
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Lightspeed Commerce currently has a consensus target price of $11.27, suggesting a potential upside of 5.86%. Kodiak AI has a consensus target price of $10.89, suggesting a potential upside of 552.03%. Given Kodiak AI's stronger consensus rating and higher possible upside, analysts plainly believe Kodiak AI is more favorable than Lightspeed Commerce.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Lightspeed Commerce
3 Sell rating(s)
9 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.06
Kodiak AI
2 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.64

Lightspeed Commerce has a beta of 1.84, meaning that its share price is 84% more volatile than the broader market. Comparatively, Kodiak AI has a beta of 0.6, meaning that its share price is 40% less volatile than the broader market.

Summary

Kodiak AI beats Lightspeed Commerce on 9 of the 17 factors compared between the two stocks.

How does Kodiak AI compare to Exzeo Group?

Kodiak AI (NASDAQ:KDK) and Exzeo Group (NYSE:XZO) are both small-cap technology companies, but which is the superior stock? We will compare the two companies based on the strength of their profitability, media sentiment, valuation, earnings, analyst recommendations, dividends, institutional ownership and risk.

Exzeo Group has a net margin of 39.14% compared to Kodiak AI's net margin of -4,960.84%. Exzeo Group's return on equity of 38.77% beat Kodiak AI's return on equity.

Company Net Margins Return on Equity Return on Assets
Kodiak AI-4,960.84% N/A -123.85%
Exzeo Group 39.14%38.77%26.80%

Exzeo Group has higher revenue and earnings than Kodiak AI. Kodiak AI is trading at a lower price-to-earnings ratio than Exzeo Group, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Kodiak AI$3.80M88.17-$585.53M-$4.71N/A
Exzeo Group$216.98M6.61$82.75M$0.9816.25

In the previous week, Kodiak AI had 1 more articles in the media than Exzeo Group. MarketBeat recorded 7 mentions for Kodiak AI and 6 mentions for Exzeo Group. Exzeo Group's average media sentiment score of 0.80 beat Kodiak AI's score of 0.20 indicating that Exzeo Group is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Kodiak AI
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Exzeo Group
2 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Kodiak AI currently has a consensus target price of $10.89, indicating a potential upside of 552.03%. Exzeo Group has a consensus target price of $26.00, indicating a potential upside of 63.29%. Given Kodiak AI's stronger consensus rating and higher possible upside, analysts clearly believe Kodiak AI is more favorable than Exzeo Group.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Kodiak AI
2 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.64
Exzeo Group
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.60

73.0% of Kodiak AI shares are owned by institutional investors. 28.4% of Kodiak AI shares are owned by insiders. Comparatively, 4.0% of Exzeo Group shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Summary

Kodiak AI and Exzeo Group tied by winning 8 of the 16 factors compared between the two stocks.

How does Kodiak AI compare to PagerDuty?

Kodiak AI (NASDAQ:KDK) and PagerDuty (NYSE:PD) are both small-cap technology companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, earnings, risk, profitability, media sentiment, analyst recommendations, institutional ownership and valuation.

In the previous week, Kodiak AI had 1 more articles in the media than PagerDuty. MarketBeat recorded 7 mentions for Kodiak AI and 6 mentions for PagerDuty. PagerDuty's average media sentiment score of 0.42 beat Kodiak AI's score of 0.20 indicating that PagerDuty is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Kodiak AI
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
PagerDuty
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Neutral

PagerDuty has a net margin of 37.50% compared to Kodiak AI's net margin of -4,960.84%. PagerDuty's return on equity of 18.52% beat Kodiak AI's return on equity.

Company Net Margins Return on Equity Return on Assets
Kodiak AI-4,960.84% N/A -123.85%
PagerDuty 37.50%18.52%4.84%

Kodiak AI has a beta of 0.6, meaning that its stock price is 40% less volatile than the broader market. Comparatively, PagerDuty has a beta of 0.97, meaning that its stock price is 3% less volatile than the broader market.

Kodiak AI currently has a consensus target price of $10.89, indicating a potential upside of 552.03%. PagerDuty has a consensus target price of $12.56, indicating a potential downside of 22.19%. Given Kodiak AI's stronger consensus rating and higher probable upside, analysts plainly believe Kodiak AI is more favorable than PagerDuty.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Kodiak AI
2 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.64
PagerDuty
2 Sell rating(s)
5 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.10

73.0% of Kodiak AI shares are owned by institutional investors. Comparatively, 97.3% of PagerDuty shares are owned by institutional investors. 28.4% of Kodiak AI shares are owned by company insiders. Comparatively, 6.0% of PagerDuty shares are owned by company 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.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Kodiak AI$3.80M88.17-$585.53M-$4.71N/A
PagerDuty$492.55M2.58$173.85M$2.008.07

Summary

PagerDuty beats Kodiak AI on 10 of the 17 factors compared between the two stocks.

How does Kodiak AI compare to Sprinklr?

Sprinklr (NYSE:CXM) and Kodiak AI (NASDAQ:KDK) are both small-cap technology companies, but which is the better investment? We will contrast the two companies based on the strength of their valuation, earnings, risk, profitability, analyst recommendations, institutional ownership, media sentiment and dividends.

Sprinklr has a net margin of 2.65% compared to Kodiak AI's net margin of -4,960.84%. Sprinklr's return on equity of 7.21% beat Kodiak AI's return on equity.

Company Net Margins Return on Equity Return on Assets
Sprinklr2.65% 7.21% 3.56%
Kodiak AI -4,960.84%N/A -123.85%

Sprinklr currently has a consensus target price of $8.21, suggesting a potential upside of 48.97%. Kodiak AI has a consensus target price of $10.89, suggesting a potential upside of 552.03%. Given Kodiak AI's stronger consensus rating and higher possible upside, analysts clearly believe Kodiak AI is more favorable than Sprinklr.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Sprinklr
1 Sell rating(s)
3 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.29
Kodiak AI
2 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.64

40.2% of Sprinklr shares are owned by institutional investors. Comparatively, 73.0% of Kodiak AI shares are owned by institutional investors. 25.2% of Sprinklr shares are owned by company insiders. Comparatively, 28.4% of Kodiak AI shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Sprinklr$857.20M1.49$22.91M$0.1055.14
Kodiak AI$3.80M88.17-$585.53M-$4.71N/A

In the previous week, Sprinklr had 1 more articles in the media than Kodiak AI. MarketBeat recorded 8 mentions for Sprinklr and 7 mentions for Kodiak AI. Sprinklr's average media sentiment score of 0.41 beat Kodiak AI's score of 0.20 indicating that Sprinklr is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Sprinklr
3 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Kodiak AI
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Sprinklr has a beta of 0.77, suggesting that its share price is 23% less volatile than the broader market. Comparatively, Kodiak AI has a beta of 0.6, suggesting that its share price is 40% less volatile than the broader market.

Summary

Sprinklr beats Kodiak AI on 10 of the 17 factors compared between the two stocks.

How does Kodiak AI compare to Arteris?

Kodiak AI (NASDAQ:KDK) and Arteris (NASDAQ:AIP) are both small-cap technology companies, but which is the better stock? We will contrast the two companies based on the strength of their institutional ownership, risk, dividends, valuation, analyst recommendations, media sentiment, profitability and earnings.

Arteris has a net margin of -46.70% compared to Kodiak AI's net margin of -4,960.84%. Kodiak AI's return on equity of 0.00% beat Arteris' return on equity.

Company Net Margins Return on Equity Return on Assets
Kodiak AI-4,960.84% N/A -123.85%
Arteris -46.70%-295.96%-22.26%

Kodiak AI presently has a consensus target price of $10.89, indicating a potential upside of 552.03%. Arteris has a consensus target price of $39.43, indicating a potential upside of 75.71%. Given Kodiak AI's higher possible upside, research analysts clearly believe Kodiak AI is more favorable than Arteris.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Kodiak AI
2 Sell rating(s)
1 Hold rating(s)
7 Buy rating(s)
1 Strong Buy rating(s)
2.64
Arteris
1 Sell rating(s)
0 Hold rating(s)
6 Buy rating(s)
0 Strong Buy rating(s)
2.71

73.0% of Kodiak AI shares are held by institutional investors. Comparatively, 64.4% of Arteris shares are held by institutional investors. 28.4% of Kodiak AI shares are held by insiders. Comparatively, 23.3% of Arteris shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Kodiak AI$3.80M88.17-$585.53M-$4.71N/A
Arteris$84.62M13.04-$34.75M-$0.87N/A

In the previous week, Arteris had 25 more articles in the media than Kodiak AI. MarketBeat recorded 32 mentions for Arteris and 7 mentions for Kodiak AI. Kodiak AI's average media sentiment score of 0.20 beat Arteris' score of 0.16 indicating that Kodiak AI is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Kodiak AI
1 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Arteris
12 Very Positive mention(s)
1 Positive mention(s)
9 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Kodiak AI has a beta of 0.6, indicating that its stock price is 40% less volatile than the broader market. Comparatively, Arteris has a beta of 1.9, indicating that its stock price is 90% more volatile than the broader market.

Summary

Kodiak AI beats Arteris on 9 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 KDK 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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KDK vs. The Competition

MetricKodiak AISoftware IndustryTechnology SectorNASDAQ Exchange
Market Cap$333.03M$16.45B$31.44B$13.21B
Dividend YieldN/A3.42%2.76%16.36%
P/E Ratio-0.35145.1581.0326.16
Price / Sales88.171,272.81583.8194.78
Price / CashN/A46.7050.0253.09
Price / Book-1.049.038.166.34
Net Income-$585.53M$431.49M$767.97M$381.90M
7 Day Performance1.83%-0.19%-1.17%-1.41%
1 Month Performance-56.05%0.93%0.69%-3.48%
1 Year Performance-81.53%1.88%170.95%1.16%

Kodiak AI Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
KDK
Kodiak AI
3.3558 of 5 stars
$1.67
+0.6%
$10.89
+552.0%
-82.9%$333.03M$3.80MN/A342
LSPD
Lightspeed Commerce
2.28 of 5 stars
$9.82
+1.4%
$11.39
+16.1%
-9.1%$1.33B$1.23BN/A3,400
XZO
Exzeo Group
3.9948 of 5 stars
$14.39
-0.3%
$26.00
+80.6%
N/A$1.30B$216.98M14.69354
PD
PagerDuty
2.7524 of 5 stars
$15.35
-1.5%
$12.56
-18.2%
-1.1%$1.23B$492.55M7.681,155
CXM
Sprinklr
4.46 of 5 stars
$5.19
-0.7%
$8.21
+58.4%
-27.6%$1.21B$857.20M51.863,258

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This page (NASDAQ:KDK) was last updated on 10/10/2026 by MarketBeat.com Staff.
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