Cloudflare, Inc. (NET) vs Netflix, Inc. (NFLX)
A side-by-side comparison of Cloudflare, Inc. and Netflix, 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.
Different business models: NET is classified in Technology; NFLX is classified in Communication Services. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
NET
Cloudflare, Inc.
$315.67TechnologyDelayed quote: Aug 14, 2026, 3:59 PM EDT
NFLX
Netflix, Inc.
$78.16Communication ServicesDelayed quote: Aug 14, 2026, 4:00 PM EDT
Total return — NET vs NFLX
growth of $100 · dividends reinvested · last 7yNET +1737.9% (+51.6%/yr)NFLX +171.7% (+15.3%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
NET NFLX
NET vs NFLX: by the numbers
- •NFLX is the larger company ($325.45B vs $112.04B market cap).
- •NFLX is profitable (28.22% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 11.89% CAGR).
Metrics side by side
Valuation
| Metric | NET | NFLX |
|---|---|---|
| P/E ratio | N/A | 24.60 |
| Forward P/E | 276.28 | 21.75 |
| P/S ratio | 46.66 | 6.89 |
| P/B ratio | 72.36 | 11.06 |
| EV / EBITDA | N/A | 10.57 |
| FCF yield | 0.39% | 3.30% |
Profitability
| Metric | NET | NFLX |
|---|---|---|
| Gross margin | 72.58% | 49.12% |
| Operating margin | -14.11% | 29.68% |
| Net margin | -8.21% | 28.22% |
| ROE | -12.73% | 45.27% |
| ROIC | -4.10% | 25.22% |
Growth (annualized)
| Metric | NET | NFLX |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 11.89% |
| EPS CAGR (5Y) | N/A | 32.58% |
| FCF CAGR (5Y) | N/A | 51.23% |
| Total return CAGR (5Y) | 22.13% | 8.69% |
Frequently asked
- Which has grown faster, NET or NFLX?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus NFLX at 11.89%.
- Is NET or NFLX more profitable?
- NFLX runs the higher net margin — NET at -8.21% versus NFLX at 28.22%.
- How have NET and NFLX total returns compared?
- Over the past 5 years, NET delivered 22.13% and NFLX delivered 23.26% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Netflix P/E ratioCloudflare ROENetflix ROECloudflare operating marginNetflix operating marginCloudflare revenue growthNetflix revenue growthCloudflare free cash flowNetflix free cash flow
Cloudflare & Netflix appear in these rankings
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.