Axon Enterprise Inc vs OneSpan Inc — how do they compare? Axon Enterprise Inc trades at $601.73 (market cap $51.69B), while OneSpan Inc trades at $16.38 (market cap $600.69M). The key difference: Axon Enterprise Inc is far larger — about 86.1× OneSpan Inc's market cap, and OneSpan Inc pays a 3.19% dividend while Axon Enterprise Inc pays none. Which is the better fit depends on your goals.
| AXON | OSPN | |
|---|---|---|
Market Cap | $51.69B | $600.69M |
Sector | Technology | Technology |
52-Week High | $791.62 | $16.78 |
52-Week Low | $345.94 | $10.15 |
Enterprise Value | $52.83B | $569.77M |
Dividend Yield | — | 3.19% |
Signals from Pluang's Aura AI — not financial advice
Axon Enterprise trades at $595.63, showing slight consolidation after recent strength with a bullish technical outlook. The company delivered strong Q2 2026 results with 35% revenue growth and raised full-year guidance, though valuation metrics remain elevated with a P/E of 265. Analyst sentiment is overwhelmingly positive with 81% buy ratings and a $685 consensus target.
Axon's razor-and-blade model drives hardware adoption and high-margin software growth, supported by AI capabilities and $15.1B in future contracted bookings. Key risks include valuation concerns, gross margin pressure from service mix, and execution challenges in scaling new products. The stock offers growth exposure but requires monitoring of margin trends.
OneSpan (OSPN) trades at $16.17, down 1.22% today, with strong fundamental metrics including a P/E of 9.21 and net income margin of 27.76%. The stock shows bullish technical signals with recent earnings beats and analyst consensus pointing to upside potential. Recent product launches like DigipassONE demonstrate ongoing innovation in authentication solutions.
The outlook remains positive with 67% analyst buy ratings and a $17.00 consensus target. Risks include declining operating cash flow and competitive pressure in the software security space. The stock offers value characteristics with reasonable valuation multiples and consistent dividend payments.
Trailing returns across standard periods
Latest headlines on both assets
Axon develops technology and weapons for law enforcement and military use. Its ecosystem includes TASER devices, body cameras, and Evidence.com, a cloud-based platform for digital evidence management.
Read more on AXON →OneSpan Inc. is a global leader in providing digital agreement security solutions. The company's platform helps organizations, primarily in the financial services sector, to secure their digital agreements and transactions, including e-signatures, multi-factor authentication, and transaction monitoring. OneSpan's technology is focused on protecting customers from fraud and meeting regulatory compliance requirements in a digital-first environment.
Read more on OSPN →