DoorDash, Inc. (DASH) vs Cloudflare, Inc. (NET)

A side-by-side comparison of DoorDash, Inc. and Cloudflare, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 13, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: DASH is classified in Communication Services; NET is classified in Technology. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total return — DASH vs NET

growth of $100 · dividends reinvested · last 6y
DASH +6.6% (+1.1%/yr)NET +266.9% (+24.2%/yr)NET compounded faster over this window
0100200300400Start $100202120222023202420252026$107$367
DASH NET

DASH vs NET: by the numbers

  • •NET is the larger company ($125.72B vs $77.73B market cap).
  • •DASH is profitable (5.29% net margin) while NET runs a net loss (-8.21%).
  • •NET grew revenue faster over the past five years (36.49% vs 30.73% CAGR).

Metrics side by side

Valuation

MetricDASHNET
P/E ratio93.40N/A
Forward P/E68.25280.80
P/S ratio4.8950.04
P/B ratio7.8377.61
EV / EBITDA38.17N/A
FCF yield2.94%0.30%

Profitability

MetricDASHNET
Gross margin51.41%72.58%
Operating margin6.34%-14.11%
Net margin5.29%-8.21%
ROE8.47%-12.73%
ROIC7.28%-6.90%

Growth (annualized)

MetricDASHNET
Revenue CAGR (5Y)30.73%36.49%
FCF CAGR (5Y)44.85%N/A
Total return CAGR (5Y)-0.81%19.17%

Frequently asked

Which has grown faster, DASH or NET?
Over the past five years, NET grew revenue faster — DASH at a 30.73% CAGR versus NET at 36.49%.
Is DASH or NET more profitable?
DASH runs the higher net margin — DASH at 5.29% versus NET at -8.21%.
How have DASH and NET total returns compared?
Over the past 5 years, DASH delivered -0.81% and NET delivered 19.17% annualized total return. Past performance doesn't predict future results.

Figures are sourced from reported fundamentals and the latest end-of-day price. This comparison is informational only and is not investment advice. Past performance does not predict future results. See our methodology. Compiled by TGMCharts Research · data verified September 13, 2026.