Cloudflare, Inc. (NET) vs Palantir Technologies Inc. (PLTR)
A side-by-side comparison of Cloudflare, Inc. and Palantir Technologies 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.
NET
Cloudflare, Inc.
$315.67TechnologyDelayed quote: Aug 14, 2026, 3:59 PM EDT
PLTR
Palantir Technologies Inc.
$174.04TechnologyDelayed quote: Aug 14, 2026, 4:00 PM EDT
Total return — NET vs PLTR
growth of $100 · dividends reinvested · last 6yNET +705.7% (+41.6%/yr)PLTR +1784.3% (+63.1%/yr)PLTR compounded faster over this window
NET PLTR
NET vs PLTR: by the numbers
- •PLTR is the larger company ($399.61B vs $112.04B market cap).
- •PLTR is profitable (49.00% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 35.90% CAGR).
Metrics side by side
Valuation
| Metric | NET | PLTR |
|---|---|---|
| P/E ratio | N/A | 151.70 |
| Forward P/E | 276.28 | 112.65 |
| P/S ratio | 46.66 | 74.73 |
| P/B ratio | 72.36 | 47.07 |
| EV / EBITDA | N/A | 172.09 |
| FCF yield | 0.39% | 0.73% |
Profitability
| Metric | NET | PLTR |
|---|---|---|
| Gross margin | 72.58% | 84.80% |
| Operating margin | -14.11% | 31.59% |
| Net margin | -8.21% | 49.00% |
| ROE | -12.73% | 30.86% |
| ROIC | -4.10% | 17.95% |
Growth (annualized)
| Metric | NET | PLTR |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 35.90% |
| FCF CAGR (5Y) | N/A | 122.48% |
| Total return CAGR (5Y) | 22.13% | 48.37% |
Frequently asked
- Which has grown faster, NET or PLTR?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus PLTR at 35.90%.
- Is NET or PLTR more profitable?
- PLTR runs the higher net margin — NET at -8.21% versus PLTR at 49.00%.
- How have NET and PLTR total returns compared?
- Over the past 5 years, NET delivered 22.13% and PLTR delivered 48.37% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Palantir Technologies P/E ratioCloudflare ROEPalantir Technologies ROECloudflare operating marginPalantir Technologies operating marginCloudflare revenue growthPalantir Technologies revenue growthCloudflare free cash flowPalantir Technologies free cash flow
Cloudflare & Palantir Technologies 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.