Which has grown faster, DAVE or NET?

Over the past five years, NET grew revenue faster — DAVE at a 35.85% CAGR versus NET at 36.49%.

Is DAVE or NET more profitable?

DAVE runs the higher net margin — DAVE at 34.59% versus NET at -8.21%.

How have DAVE and NET total returns compared?

Over the past 5 years, DAVE delivered 1.83% and NET delivered 19.17% annualized total return. Past performance doesn't predict future results.

Dave Inc. (DAVE) vs Cloudflare, Inc. (NET)

A side-by-side comparison of Dave 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.

DAVE

Dave Inc.

$4.31B

$320.70TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT

NET

Cloudflare, Inc.

$125.72B

$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT

Total return — DAVE vs NET

growth of $100 · dividends reinvested · last 5y

DAVE +11.8% (+2.3%/yr)NET +261.6% (+29.3%/yr)NET compounded faster over this window

DAVE NET

DAVE vs NET: by the numbers

•NET is the larger company ($125.72B vs $4.31B market cap).
•DAVE is profitable (34.59% net margin) while NET runs a net loss (-8.21%).
•NET grew revenue faster over the past five years (36.49% vs 35.85% CAGR).

Metrics side by side

Valuation

Metric	DAVE	NET
P/E ratio	20.80	N/A
Forward P/E	23.66	280.80
P/S ratio	6.70	50.04
P/B ratio	20.74	77.61
EV / EBITDA	19.01	N/A
FCF yield	7.50%	0.30%

Profitability

Metric	DAVE	NET
Gross margin	83.29%	72.58%
Operating margin	34.52%	-14.11%
Net margin	34.59%	-8.21%
ROE	107.09%	-12.73%
ROIC	42.50%	-6.90%

Growth (annualized)

Metric	DAVE	NET
Revenue CAGR (5Y)	35.85%	36.49%
Total return CAGR (5Y)	1.83%	19.17%

Frequently asked

Which has grown faster, DAVE or NET?: Over the past five years, NET grew revenue faster — DAVE at a 35.85% CAGR versus NET at 36.49%.
Is DAVE or NET more profitable?: DAVE runs the higher net margin — DAVE at 34.59% versus NET at -8.21%.
How have DAVE and NET total returns compared?: Over the past 5 years, DAVE delivered 1.83% and NET delivered 19.17% annualized total return. Past performance doesn't predict future results.

Go deeper

Full DAVE analysis Full NET analysis Interactive comparison tool

Dig into the metrics

Dave P/E ratio Dave ROE Cloudflare ROE Dave operating margin Cloudflare operating margin Dave revenue growth Cloudflare revenue growth Dave free cash flow Cloudflare free cash flow

Dave & Cloudflare appear in these rankings

Fastest Revenue Growth Stocks Highest ROE Stocks Highest ROIC Stocks Highest Operating Margin Stocks

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.