Cloudflare, Inc. (NET) vs Paylocity Holding Corporation (PCTY)

A side-by-side comparison of Cloudflare, Inc. and Paylocity Holding Corporation 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.

Compare

Total return — NET vs PCTY

growth of $100 · dividends reinvested · last 7y
NET +1602.9% (+49.9%/yr)PCTY +49.0% (+5.9%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $100202120232025$1,703$149
NET PCTY

NET vs PCTY: by the numbers

  • •NET is the larger company ($125.72B vs $7.64B market cap).
  • •PCTY is profitable (15.23% net margin) while NET runs a net loss (-8.21%).
  • •NET grew revenue faster over the past five years (36.49% vs 22.75% CAGR).

Metrics side by side

Valuation

MetricNETPCTY
P/E ratioN/A29.01
Forward P/E280.8016.16
P/S ratio50.044.31
P/B ratio77.616.26
EV / EBITDAN/A15.05
FCF yield0.30%5.86%

Profitability

MetricNETPCTY
Gross margin72.58%69.19%
Operating margin-14.11%21.79%
Net margin-8.21%15.23%
ROE-12.73%22.08%
ROIC-6.90%18.36%

Growth (annualized)

MetricNETPCTY
Revenue CAGR (5Y)36.49%22.75%
EPS CAGR (5Y)N/A30.87%
FCF CAGR (5Y)N/A38.86%
Total return CAGR (5Y)19.17%-11.81%

Frequently asked

Which has grown faster, NET or PCTY?
Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus PCTY at 22.75%.
Is NET or PCTY more profitable?
PCTY runs the higher net margin — NET at -8.21% versus PCTY at 15.23%.
How have NET and PCTY total returns compared?
Over the past 5 years, NET delivered 19.17% and PCTY delivered -11.81% 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.