Cloudflare, Inc. (NET) vs Oscar Health, Inc. (OSCR)
A side-by-side comparison of Cloudflare, Inc. and Oscar Health, 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.
Different business models: NET is classified in Technology; OSCR is classified in Healthcare. Margin, capital intensity, and valuation differences should be interpreted in that sector context.
NET
Cloudflare, Inc.
$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
OSCR
Oscar Health, Inc.
$29.65HealthcareDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — NET vs OSCR
growth of $100 · dividends reinvested · last 6yNET +306.0% (+26.3%/yr)OSCR -5.8% (-1.0%/yr)NET compounded faster over this window
NET OSCR
NET vs OSCR: by the numbers
- •NET is the larger company ($125.72B vs $7.69B market cap).
- •OSCR is profitable (3.60% net margin) while NET runs a net loss (-8.21%).
- •OSCR grew revenue faster over the past five years (64.83% vs 36.49% CAGR).
Metrics side by side
Valuation
| Metric | NET | OSCR |
|---|---|---|
| P/E ratio | N/A | 21.18 |
| Forward P/E | 280.80 | 17.20 |
| P/S ratio | 50.04 | 0.50 |
| P/B ratio | 77.61 | 3.75 |
| EV / EBITDA | N/A | 6.20 |
| FCF yield | 0.30% | 56.39% |
Profitability
| Metric | NET | OSCR |
|---|---|---|
| Gross margin | 72.58% | 14.38% |
| Operating margin | -14.11% | 4.07% |
| Net margin | -8.21% | 3.60% |
| ROE | -12.73% | 26.84% |
| ROIC | -6.90% | 22.98% |
Growth (annualized)
| Metric | NET | OSCR |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 64.83% |
| FCF CAGR (5Y) | N/A | 80.81% |
| Total return CAGR (5Y) | 19.17% | 13.36% |
Frequently asked
- Which has grown faster, NET or OSCR?
- Over the past five years, OSCR grew revenue faster — NET at a 36.49% CAGR versus OSCR at 64.83%.
- Is NET or OSCR more profitable?
- OSCR runs the higher net margin — NET at -8.21% versus OSCR at 3.60%.
- How have NET and OSCR total returns compared?
- Over the past 5 years, NET delivered 19.17% and OSCR delivered 13.36% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Oscar Health P/E ratioCloudflare ROEOscar Health ROECloudflare operating marginOscar Health operating marginCloudflare revenue growthOscar Health revenue growthCloudflare free cash flowOscar Health free cash flow
Cloudflare & Oscar Health 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 September 13, 2026.