CLBT
Cellebrite DI Ltd.
Software - Infrastructure
Market Cap$3.38B
5Y Perf.+38.7%
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Stock Comparison
CLBT vs AXON
Revenue, margins, valuation, and 5-year total return — side by side.
AXON
Axon Enterprise, Inc.
Aerospace & Defense
Market Cap$34.40B
5Y Perf.+239.6%
CLBT vs AXON — Key Financials
Market cap, revenue, margins, and valuation side-by-side.
| Company Snapshot | CLBT | AXON |
|---|---|---|
| Industry | Software - Infrastructure | Aerospace & Defense |
| Market Cap | $3.38B | $34.40B |
| Revenue (TTM) | $476M | $2.98B |
| Net Income (TTM) | $78M | $206M |
| Gross Margin | 84.2% | 59.3% |
| Operating Margin | 14.0% | 1.3% |
| Forward P/E | 37.5x | 55.0x |
| Total Debt | $23M | $1.91B |
| Cash & Equiv. | $124M | $1.20B |
CLBT vs AXON — Long-Term Stock Performance
Price return indexed to 100 at period start. Dividends excluded.
CLBT
AXON
| Stock | Nov 20 | May 26 | Return |
|---|---|---|---|
| Cellebrite DI Ltd. (CLBT) | 100 | 138.7 | +38.7% |
| Axon Enterprise, In… (AXON) | 100 | 339.6 | +239.6% |
Price return only. Dividends and distributions are not included.
Quick Verdict: CLBT vs AXON
Each card shows where this stock fits in a portfolio — not just who wins on paper.
Bottom line: CLBT leads in 5 of 7 categories, making it the strongest pick for valuation and capital efficiency and profitability and margin quality. Axon Enterprise, Inc. is the stronger pick specifically for growth and revenue expansion. This set spans 2 sectors — these stocks serve different portfolio roles, not just different price points.
CLBT
Cellebrite DI Ltd.
The Income Pick
CLBT carries the broadest edge in this set and is the clearest fit for income & stability and sleep-well-at-night.
- Dividend streak 1 yrs, beta 0.76
- Lower volatility, beta 0.76, Low D/E 4.7%, current ratio 1.56x
- Beta 0.76, current ratio 1.56x
Best for: income & stability and sleep-well-at-night
AXON
Axon Enterprise, Inc.
The Growth Play
AXON is the clearest fit if your priority is growth exposure and long-term compounding.
- Rev growth 33.5%, EPS growth -68.5%, 3Y rev CAGR 32.7%
- 22.0% 10Y total return vs CLBT's 43.0%
- 33.5% revenue growth vs CLBT's 18.6%
Best for: growth exposure and long-term compounding
See the full category breakdown
| Category | Winner | Why |
|---|---|---|
| Growth | AXON | 33.5% revenue growth vs CLBT's 18.6% |
| Value | CLBT | Lower P/E (37.5x vs 55.0x) |
| Quality / Margins | CLBT | 16.5% margin vs AXON's 6.9% |
| Stability / Safety | CLBT | Beta 0.76 vs AXON's 1.19, lower leverage |
| Dividends | Tie | Neither stock pays a meaningful dividend |
| Momentum (1Y) | CLBT | -27.6% vs AXON's -29.1% |
| Efficiency (ROA) | CLBT | 8.3% ROA vs AXON's 3.1%, ROIC 18.5% vs -1.3% |
CLBT vs AXON — Revenue Breakdown by Segment
How each company's revenue is distributed across its business units
FY 2024
FY 2025
CLBT vs AXON — Financial Metrics
Side-by-side numbers across 2 stocks — who leads on profitability, valuation, growth, and risk.
BEST OVERALLCLBTLAGGINGAXON
AXONAxon Enterprise, Inc.
0leads
CLBTCellebrite DI Ltd.
5leads
6 Total Categories
CATEGORYLEADERvs AXONMETRICS WON
Income & Cash FlowRevenue, margins, and cash flow strength
CLBT4/6
Valuation MetricsMultiples, price ratios, and targets
CLBT6/6
Profitability & EfficiencyROE, ROIC, leverage, and quality scores
CLBT7/8
Total Returns1Y, 3Y, 5Y total returns with dividends
CLBT4/6
Risk & VolatilityBeta, volatility, and downside exposure
CLBT2/2
Analyst OutlookRatings, price targets, and dividends
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Income & Cash Flow (Last 12 Months)
CLBT leads this category, winning 4 of 6 comparable metrics.
Income & Cash Flow (Last 12 Months)
AXON is the larger business by revenue, generating $3.0B annually — 6.3x CLBT's $476M. CLBT is the more profitable business, keeping 16.5% of every revenue dollar as net income compared to AXON's 6.9%. On growth, AXON holds the edge at +33.7% YoY revenue growth, suggesting stronger near-term business momentum.
| Metric | CLBTCellebrite DI Ltd. | AXONAxon Enterprise, … |
|---|---|---|
| RevenueTrailing 12 months | $476M | $3.0B |
| EBITDAEarnings before interest/tax | $78M | $97M |
| Net IncomeAfter-tax profit | $78M | $206M |
| Free Cash FlowCash after capex | $160M | $20M |
| Gross MarginGross profit ÷ Revenue | +84.2% | +59.3% |
| Operating MarginEBIT ÷ Revenue | +14.0% | +1.3% |
| Net MarginNet income ÷ Revenue | +16.5% | +6.9% |
| FCF MarginFCF ÷ Revenue | +33.7% | +0.7% |
| Rev. Growth (YoY)Latest quarter vs prior year | +18.1% | +33.7% |
| EPS Growth (YoY)Latest quarter vs prior year | +2.7% | +89.8% |
CLBT leads this category, winning 4 of 6 comparable metrics.
Valuation Metrics
CLBT leads this category, winning 6 of 6 comparable metrics.
Valuation Metrics
At 44.5x trailing earnings, CLBT trades at a 84% valuation discount to AXON's 282.7x P/E. On an enterprise value basis, CLBT's 41.8x EV/EBITDA is more attractive than AXON's 1664.9x.
| Metric | CLBTCellebrite DI Ltd. | AXONAxon Enterprise, … |
|---|---|---|
| Market CapShares × price | $3.4B | $34.4B |
| Enterprise ValueMkt cap + debt − cash | $3.3B | $35.1B |
| Trailing P/EPrice ÷ TTM EPS | 44.55x | 282.71x |
| Forward P/EPrice ÷ next-FY EPS est. | 37.53x | 54.97x |
| PEG RatioP/E ÷ EPS growth rate | 0.76x | — |
| EV / EBITDAEnterprise value multiple | 41.79x | 1664.88x |
| Price / SalesMarket cap ÷ Revenue | 7.10x | 12.37x |
| Price / BookPrice ÷ Book value/share | 7.13x | 13.16x |
| Price / FCFMarket cap ÷ FCF | 21.06x | 458.11x |
CLBT leads this category, winning 6 of 6 comparable metrics.
Profitability & Efficiency
CLBT leads this category, winning 7 of 8 comparable metrics.
Profitability & Efficiency
CLBT delivers a 16.2% return on equity — every $100 of shareholder capital generates $16 in annual profit, vs $7 for AXON. CLBT carries lower financial leverage with a 0.05x debt-to-equity ratio, signaling a more conservative balance sheet compared to AXON's 0.59x. On the Piotroski fundamental quality scale (0–9), AXON scores 6/9 vs CLBT's 4/9, reflecting solid financial health.
| Metric | CLBTCellebrite DI Ltd. | AXONAxon Enterprise, … |
|---|---|---|
| ROE (TTM)Return on equity | +16.2% | +6.6% |
| ROA (TTM)Return on assets | +8.3% | +3.1% |
| ROICReturn on invested capital | +18.5% | -1.3% |
| ROCEReturn on capital employed | +13.8% | -1.5% |
| Piotroski ScoreFundamental quality 0–9 | 4 | 6 |
| Debt / EquityFinancial leverage | 0.05x | 0.59x |
| Net DebtTotal debt minus cash | -$102M | $709M |
| Cash & Equiv.Liquid assets | $124M | $1.2B |
| Total DebtShort + long-term debt | $23M | $1.9B |
| Interest CoverageEBIT ÷ Interest expense | — | 1.18x |
CLBT leads this category, winning 7 of 8 comparable metrics.
Total Returns (Dividends Reinvested)
CLBT leads this category, winning 4 of 6 comparable metrics.
Total Returns (Dividends Reinvested)
A $10,000 investment in AXON five years ago would be worth $31,683 today (with dividends reinvested), compared to $13,992 for CLBT. Over the past 12 months, CLBT leads with a -27.6% total return vs AXON's -29.1%. The 3-year compound annual growth rate (CAGR) favors CLBT at 36.3% vs AXON's 24.4% — a key indicator of consistent wealth creation.
| Metric | CLBTCellebrite DI Ltd. | AXONAxon Enterprise, … |
|---|---|---|
| YTD ReturnYear-to-date | -22.6% | -24.2% |
| 1-Year ReturnPast 12 months | -27.6% | -29.1% |
| 3-Year ReturnCumulative with dividends | +153.4% | +92.4% |
| 5-Year ReturnCumulative with dividends | +39.9% | +216.8% |
| 10-Year ReturnCumulative with dividends | +43.0% | +2200.0% |
| CAGR (3Y)Annualised 3-year return | +36.3% | +24.4% |
CLBT leads this category, winning 4 of 6 comparable metrics.
Risk & Volatility
CLBT leads this category, winning 2 of 2 comparable metrics.
Risk & Volatility
CLBT is the less volatile stock with a 0.76 beta — it tends to amplify market swings less than AXON's 1.19 beta. A beta below 1.0 means the stock typically moves less than the S&P 500. CLBT currently trades 67.5% from its 52-week high vs AXON's 48.2% drawdown — a narrower gap to the peak suggests stronger recent price momentum.
| Metric | CLBTCellebrite DI Ltd. | AXONAxon Enterprise, … |
|---|---|---|
| Beta (5Y)Sensitivity to S&P 500 | 0.76x | 1.19x |
| 52-Week HighHighest price in past year | $20.45 | $885.92 |
| 52-Week LowLowest price in past year | $11.02 | $339.01 |
| % of 52W HighCurrent price vs 52-week peak | +67.5% | +48.2% |
| RSI (14)Momentum oscillator 0–100 | 49.3 | 40.5 |
| Avg Volume (50D)Average daily shares traded | 1.7M | 1.0M |
CLBT leads this category, winning 2 of 2 comparable metrics.
Analyst Outlook
Insufficient data to determine a leader in this category.
Analyst Outlook
Wall Street rates CLBT as "Buy" and AXON as "Buy". Consensus price targets imply 70.2% upside for AXON (target: $727) vs 49.7% for CLBT (target: $21).
| Metric | CLBTCellebrite DI Ltd. | AXONAxon Enterprise, … |
|---|---|---|
| Analyst RatingConsensus buy/hold/sell | Buy | Buy |
| Price TargetConsensus 12-month target | $20.67 | $726.71 |
| # AnalystsCovering analysts | 8 | 21 |
| Dividend YieldAnnual dividend ÷ price | — | — |
| Dividend StreakConsecutive years of raises | 1 | — |
| Dividend / ShareAnnual DPS | — | — |
| Buyback YieldShare repurchases ÷ mkt cap | 0.0% | 0.0% |
Insufficient data to determine a leader in this category.
Key Takeaway
CLBT leads in 5 of 6 categories — strongest in Income & Cash Flow and Valuation Metrics.
Best OverallCellebrite DI Ltd. (CLBT)Leads 5 of 6 categories
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CLBT vs AXON: Frequently Asked Questions
10 questions · data-driven answers · updated daily
01Is CLBT or AXON a better buy right now?
For growth investors, Axon Enterprise, Inc.
(AXON) is the stronger pick with 33. 5% revenue growth year-over-year, versus 18. 6% for Cellebrite DI Ltd. (CLBT). Cellebrite DI Ltd. (CLBT) offers the better valuation at 44. 5x trailing P/E (37. 5x forward), making it the more compelling value choice. Analysts rate Cellebrite DI Ltd. (CLBT) a "Buy" — based on 8 analyst ratings — the highest consensus in this comparison. The "better buy" depends entirely on your goals: growth investors should weight revenue trajectory, value investors should weight P/E and PEG, and income investors should weight dividend yield and streak.
02Which has the better valuation — CLBT or AXON?
On trailing P/E, Cellebrite DI Ltd.
(CLBT) is the cheapest at 44. 5x versus Axon Enterprise, Inc. at 282. 7x. On forward P/E, Cellebrite DI Ltd. is actually cheaper at 37. 5x.
03Which is the better long-term investment — CLBT or AXON?
Over the past 5 years, Axon Enterprise, Inc.
(AXON) delivered a total return of +216. 8%, compared to +39. 9% for Cellebrite DI Ltd. (CLBT). Over 10 years, the gap is even starker: AXON returned +22. 0% versus CLBT's +43. 0%. Past returns do not guarantee future results, and the stock with the higher historical return may already have its best growth priced in.
04Which is safer — CLBT or AXON?
By beta (market sensitivity over 5 years), Cellebrite DI Ltd.
(CLBT) is the lower-risk stock at 0. 76β versus Axon Enterprise, Inc. 's 1. 19β — meaning AXON is approximately 57% more volatile than CLBT relative to the S&P 500. On balance sheet safety, Cellebrite DI Ltd. (CLBT) carries a lower debt/equity ratio of 5% versus 59% for Axon Enterprise, Inc. — giving it more financial flexibility in a downturn.
05Which is growing faster — CLBT or AXON?
By revenue growth (latest reported year), Axon Enterprise, Inc.
(AXON) is pulling ahead at 33. 5% versus 18. 6% for Cellebrite DI Ltd. (CLBT). On earnings-per-share growth, the picture is similar: Cellebrite DI Ltd. grew EPS 123. 0% year-over-year, compared to -68. 5% for Axon Enterprise, Inc.. Over a 3-year CAGR, AXON leads at 32. 7% annualised revenue growth. Higher growth typically commands a higher valuation multiple — check whether the premium P/E or P/S is justified by the growth rate using the PEG ratio.
06Which has better profit margins — CLBT or AXON?
Cellebrite DI Ltd.
(CLBT) is the more profitable company, earning 16. 5% net margin versus 4. 5% for Axon Enterprise, Inc. — meaning it keeps 16. 5% of every revenue dollar as bottom-line profit. Operating margin tells a similar story: CLBT leads at 14. 0% versus -2. 2% for AXON. At the gross margin level — before operating expenses — CLBT leads at 84. 2%, reflecting greater pricing power or product mix advantage. Stronger margins indicate durable pricing power, lower cost of revenue, or higher mix of software/services. They are one of the clearest signs of business quality.
07Is CLBT or AXON more undervalued right now?
On forward earnings alone, Cellebrite DI Ltd.
(CLBT) trades at 37. 5x forward P/E versus 55. 0x for Axon Enterprise, Inc. — 17. 4x cheaper on a one-year earnings basis. Analyst consensus price targets imply the most upside for AXON: 70. 2% to $726. 71.
08Which pays a better dividend — CLBT or AXON?
None of the stocks in this comparison currently pay a material dividend.
All are effectively zero-yield and should be held for capital appreciation rather than income.
09Is CLBT or AXON better for a retirement portfolio?
For long-horizon retirement investors, Cellebrite DI Ltd.
(CLBT) is the stronger choice — it scores higher on the combination of lower volatility, dividend reliability, and long-term compounding (low volatility (β 0. 76)). Both have compounded well over 10 years (CLBT: +43. 0%, AXON: +22. 0%), confirming both are viable long-term holds — but the lower-volatility option typically results in less emotional selling during corrections. Retirement portfolios generally favour predictability over maximum returns. Consult a financial advisor before making allocation decisions.
10What are the main differences between CLBT and AXON?
These companies operate in different sectors (CLBT (Technology) and AXON (Industrials)), which means they face different economic cycles, regulatory environments, and macro sensitivities — making direct comparison nuanced.
These fundamental differences mean investors should not choose between them on a single metric — the "better stock" depends entirely on which of these characteristics aligns with your investment strategy.
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Revenue Growth>
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(CLBT: 18.1% · AXON: 33.7%)Net Margin>
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(CLBT: 16.5% · AXON: 6.9%)P/E Ratio<
x
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