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 August 14, 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 returnDASH vs NET

growth of $100 · dividends reinvested · last 6y
DASH +14.1% (+2.2%/yr)NET +296.0% (+25.8%/yr)NET compounded faster over this window
0100200300400Start $100202120222023202420252026$114$396
DASH NET

DASH vs NET: by the numbers

  • NET is the larger company ($112.04B vs $94.56B 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 ratio113.23N/A
Forward P/E82.87276.28
P/S ratio5.9846.66
P/B ratio9.5872.36
EV / EBITDA46.78N/A
FCF yield2.52%0.39%

Profitability

MetricDASHNET
Gross margin51.41%72.58%
Operating margin6.34%-14.11%
Net margin5.29%-8.21%
ROE8.47%-12.73%
ROIC5.29%-4.10%

Growth (annualized)

MetricDASHNET
Revenue CAGR (5Y)30.73%36.49%
FCF CAGR (5Y)44.85%N/A
Total return CAGR (5Y)2.11%22.13%

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 2.11% and NET delivered 22.13% 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 August 14, 2026.