Axon Enterprise, Inc. (AXON) compounding analysis
Full-size annual and quarterly year-over-year growth charts for revenue, EPS, operating cash flow, EBITDA, and free cash flow against the 15%, 20%, and 30% bars over 3-, 5-, and 10-year windows, with each metric's valuation multiple vs its own history.
Revenue · 5YClears the 15%+, 20%+, and 30%+ revenue bars over 5Y.
- Score
- 89/100
- 5Y CAGR
- 32.5%
- Median YoY
- 33.2%
- YoY volatility
- σ 11.3pp· uneven
- Quarters ≥ 20%
- 19 of 20
- Negative quarters
- 1
- Valuation vs own 5Y history
- P/S 16.5x · 5Y median 14.0x · 72nd percentile
How this score is computed
- Quarters at or above 20%: 19 of 20 → 38 of 40 pts
- Steadiness (typical swing 11.3pp) → 16.9 of 25 pts
- Pace (median 33.2% YoY) → 20 of 20 pts
- Latest quarter (33.7% YoY) → 14 of 15 pts
- Score: 89 of 100
Annual revenue · last 11 fiscal years
Quarterly YoY revenue growth vs the 20% line · 5Y
P/S multiple vs its 5Y median · context only
Across metrics · 5Y
| Metric | 5Y CAGR | Median YoY | YoY σ | Qtrs ≥ 20% | Neg. qtrs |
|---|---|---|---|---|---|
| RevenueRevenue | 32.5% | 33.2% | 11.3pp | 19 of 20 | 1 |
| EPSEPS | — | — | — | — | — |
| Op cash flowOperating cash flow | 40.6% | 46.4% | 239.0pp | 9 of 16 | 6 |
| EBITDAEBITDA | — | — | — | — | — |
| FCFFree cash flow | — | — | — | — | — |
Reported figures over 5Y: annual-series CAGR, median and standard deviation (σ, percentage points) of quarterly year-over-year growth, quarters at or above 20%, and quarters with negative YoY. “—” means the window needs more comparable data.
Scores, qualification bars, and the 0–100 consistency methodology are documented on the compounders list page →
See also: AXON on the compounders surface · All compounders, ranked
About Axon Enterprise, Inc.
Axon Enterprise, Inc., founded in 1993 and headquartered in Scottsdale, Arizona, was previously known as TASER International, Inc. until its rebranding in April 2017. The company specializes in the development, production, and sale of conducted energy devices (CEDs) marketed under its well-known TASER brand, catering to both domestic and international clients. Axon's operations are divided into two primary segments: TASER, and Software and Sensors. In addition to its signature TASER devices, such as the TASER 7, X26P, X2, and consumer models, along with their corresponding cartridges, Axon offers an extensive portfolio of hardware and cloud-based software. These solutions are designed to equip law enforcement agencies with the means to capture, securely archive, manage, share, and analyze video and other digital evidence. Key products in this category include on-officer body cameras, Axon Fleet in-car systems, the Axon Evidence digital evidence management platform, Axon Signal-enabled devices, extended hardware warranties, and vital accessories like docks, cartridges, and batteries. Axon distributes its offerings through multiple channels, including its dedicated direct sales force, various distribution partners, its online storefront, and authorized third-party resellers. Furthermore, the company has established a strategic partnership with Fusus, Inc. to enhance the functionality of Axon Respond and the Fusus Real Time Crime Center in the Cloud solution, providing agencies with real-time operational awareness and more efficient investigative processes.
- Sector
- Industrials
- Industry
- Aerospace & Defense
- CEO
- Patrick W. Smith