Cloudflare, Inc. (NET) vs Insulet Corp. (PODD)
A side-by-side comparison of Cloudflare, Inc. and Insulet Corp. 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; PODD 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
PODD
Insulet Corp.
$133.11HealthcareDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — NET vs PODD
growth of $100 · dividends reinvested · last 7yNET +1602.9% (+49.9%/yr)PODD -7.9% (-1.2%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
NET PODD
NET vs PODD: by the numbers
- •NET is the larger company ($125.72B vs $9.22B market cap).
- •PODD is profitable (12.29% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 25.13% CAGR).
Metrics side by side
Valuation
| Metric | NET | PODD |
|---|---|---|
| P/E ratio | N/A | 24.88 |
| Forward P/E | 280.80 | 20.47 |
| P/S ratio | 50.04 | 3.02 |
| P/B ratio | 77.61 | 6.48 |
| EV / EBITDA | N/A | 15.51 |
| FCF yield | 0.30% | 3.24% |
Profitability
| Metric | NET | PODD |
|---|---|---|
| Gross margin | 72.58% | 71.08% |
| Operating margin | -14.11% | 16.89% |
| Net margin | -8.21% | 12.29% |
| ROE | -12.73% | 26.39% |
| ROIC | -6.90% | 16.04% |
Growth (annualized)
| Metric | NET | PODD |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 25.13% |
| EPS CAGR (5Y) | N/A | 99.91% |
| Total return CAGR (5Y) | 19.17% | -14.94% |
Frequently asked
- Which has grown faster, NET or PODD?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus PODD at 25.13%.
- Is NET or PODD more profitable?
- PODD runs the higher net margin — NET at -8.21% versus PODD at 12.29%.
- How have NET and PODD total returns compared?
- Over the past 5 years, NET delivered 19.17% and PODD delivered -14.94% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Insulet P/E ratioCloudflare ROEInsulet ROECloudflare operating marginInsulet operating marginCloudflare revenue growthInsulet revenue growthCloudflare free cash flowInsulet free cash flow
Cloudflare & Insulet 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.