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 August 14, 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.
$315.67TechnologyDelayed quote: Aug 14, 2026, 3:59 PM EDT
OSCR
Oscar Health, Inc.
$32.76HealthcareDelayed quote: Aug 14, 2026, 4:00 PM EDT
Total return — NET vs OSCR
growth of $100 · dividends reinvested · last 5yNET +338.2% (+34.4%/yr)OSCR -11.6% (-2.4%/yr)NET compounded faster over this window
NET OSCR
NET vs OSCR: by the numbers
- •NET is the larger company ($112.04B vs $8.49B 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 | 21.99 |
| Forward P/E | 276.28 | 27.88 |
| P/S ratio | 46.66 | 0.67 |
| P/B ratio | 72.36 | 5.00 |
| EV / EBITDA | N/A | 10.15 |
| FCF yield | 0.39% | 42.19% |
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 | -4.10% | N/A |
Growth (annualized)
| Metric | NET | OSCR |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 64.83% |
| FCF CAGR (5Y) | N/A | 80.81% |
| Total return CAGR (5Y) | 22.13% | 15.93% |
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 22.13% and OSCR delivered 15.93% 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 August 14, 2026.