DexCom, Inc. (DXCM) vs Cloudflare, Inc. (NET)

A side-by-side comparison of DexCom, 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: DXCM is classified in Healthcare; NET is classified in Technology. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total return — DXCM vs NET

growth of $100 · dividends reinvested · last 7y
DXCM +107.0% (+10.9%/yr)NET +1602.9% (+49.9%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $100202120232025$207$1,703
DXCM NET

DXCM vs NET: by the numbers

  • •NET is the larger company ($125.72B vs $32.71B market cap).
  • •DXCM is profitable (20.12% net margin) while NET runs a net loss (-8.21%).
  • •NET grew revenue faster over the past five years (36.49% vs 18.03% CAGR).

Metrics side by side

Valuation

MetricDXCMNET
P/E ratio34.26N/A
Forward P/E32.49280.80
P/S ratio6.5850.04
P/B ratio12.4877.61
EV / EBITDA23.52N/A
FCF yield4.30%0.30%

Profitability

MetricDXCMNET
Gross margin62.47%72.58%
Operating margin22.92%-14.11%
Net margin20.12%-8.21%
ROE38.14%-12.73%
ROIC21.71%-6.90%

Growth (annualized)

MetricDXCMNET
Revenue CAGR (5Y)18.03%36.49%
EPS CAGR (5Y)10.31%N/A
FCF CAGR (5Y)69.49%N/A
Total return CAGR (5Y)-9.57%19.17%

Frequently asked

Which has grown faster, DXCM or NET?
Over the past five years, NET grew revenue faster — DXCM at a 18.03% CAGR versus NET at 36.49%.
Is DXCM or NET more profitable?
DXCM runs the higher net margin — DXCM at 20.12% versus NET at -8.21%.
How have DXCM and NET total returns compared?
Over the past 5 years, DXCM delivered -9.57% 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.