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 August 14, 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 returnDXCM vs NET

growth of $100 · dividends reinvested · last 7y
DXCM +128.0% (+12.5%/yr)NET +1737.9% (+51.6%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $100202120232025$228$1,838
DXCM NET

DXCM vs NET: by the numbers

  • NET is the larger company ($112.04B vs $33.87B 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 ratio36.16N/A
Forward P/E34.42276.28
P/S ratio7.2146.66
P/B ratio13.6772.36
EV / EBITDA25.75N/A
FCF yield3.92%0.39%

Profitability

MetricDXCMNET
Gross margin62.47%72.58%
Operating margin22.92%-14.11%
Net margin20.12%-8.21%
ROE38.14%-12.73%
ROIC16.61%-4.10%

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)-5.73%22.13%

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 14.99% 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.