Cloudflare, Inc. (NET) vs Pinterest, Inc. (PINS)

A side-by-side comparison of Cloudflare, Inc. and Pinterest, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of August 15, 2026. Differences are shown without an overall score or investment verdict.

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Different business models: NET is classified in Technology; PINS is classified in Communication Services. Margin, capital intensity, and valuation differences should be interpreted in that sector context.

Total returnNET vs PINS

growth of $100 · dividends reinvested · last 7y
NET +1654.3% (+50.6%/yr)PINS -17.1% (-2.7%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
101001k10kStart $100202120232025$1,754$83
NET PINS

NET vs PINS: by the numbers

  • NET is the larger company ($112.04B vs $15.31B market cap).
  • PINS is profitable (5.46% net margin) while NET runs a net loss (-8.21%).
  • NET grew revenue faster over the past five years (36.49% vs 15.19% CAGR).

Metrics side by side

Valuation

MetricNETPINS
P/E ratioN/A70.76
Forward P/E263.71N/A
P/S ratio44.543.17
P/B ratio69.074.99
EV / EBITDAN/A48.42
FCF yield0.34%11.04%

Profitability

MetricNETPINS
Gross margin72.58%79.47%
Operating margin-14.11%5.96%
Net margin-8.21%5.46%
ROE-12.73%8.60%
ROIC-4.10%5.88%

Growth (annualized)

MetricNETPINS
Revenue CAGR (5Y)36.49%15.19%
FCF CAGR (5Y)N/A33.61%
Total return CAGR (5Y)20.99%-15.56%

Frequently asked

Which has grown faster, NET or PINS?
Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus PINS at 15.19%.
Is NET or PINS more profitable?
PINS runs the higher net margin — NET at -8.21% versus PINS at 5.46%.
How have NET and PINS total returns compared?
Over the past 5 years, NET delivered 20.99% and PINS delivered -15.56% 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 15, 2026.