Axon Enterprise, Inc. (AXON) has a MoatMap StockRank of 6/100 based on Quality (44/100), Value (7/100), and Momentum (34/100) factor scores. The current signal is STRONG SELL. Axon is a premier quality compounder with a near-monopoly in law enforcement technology, boasting high recurring SaaS revenues (Axon Cloud) and massive switching costs. However, the current valuation is extremely rich, and the quant model's STRONG_SELL signal suggests a near-term correction risk. We flag this for a better entry point as the long-term structural demand for public safety digitization remains intact.
Axon Enterprise, Inc. is a leading provider of connected public safety technologies, offering TASER energy weapons, body cameras, in-car cameras, and a comprehensive cloud-based digital evidence management platform. The company maintains a dominant market share through its proprietary technology, strong brand recognition, and a highly integrated hardware and software ecosystem. Axon benefits from significant network effects and high switching costs, cementing its position as a critical partner for law enforcement agencies worldwide.
| Price | $452.51 |
| Market Cap | $35.4B |
| P/E (TTM) | 208.62 |
| P/E (Forward) | 48.54 |
| Price/Book | 11.70 |
| Return on Equity | 6.8% |
| Return on Invested Capital | 2.0% |
| Debt/Equity | 52.07 |
| Gross Margin | 59.5% |
| Operating Margin | 3.7% |
| Revenue Growth | 33.7% |
| Free Cash Flow | $63M |
Axon Enterprise, Inc. operates in the Aerospace & Defense industry, part of the Industrials sector (United States).