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 August 14, 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.
$315.67TechnologyDelayed quote: Aug 14, 2026, 3:59 PM EDT
PODD
Insulet Corp.
$143.34HealthcareDelayed quote: Aug 14, 2026, 4:00 PM EDT
Total return — NET vs PODD
growth of $100 · dividends reinvested · last 7yNET +1737.9% (+51.6%/yr)PODD +2.2% (+0.3%/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 ($112.04B vs $9.93B 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 | 27.37 |
| Forward P/E | 276.28 | 22.48 |
| P/S ratio | 46.66 | 3.33 |
| P/B ratio | 72.36 | 7.15 |
| EV / EBITDA | N/A | 17.02 |
| FCF yield | 0.39% | 2.94% |
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 | -4.10% | 13.62% |
Growth (annualized)
| Metric | NET | PODD |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 25.13% |
| EPS CAGR (5Y) | N/A | 99.91% |
| Total return CAGR (5Y) | 22.13% | -12.63% |
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 22.13% and PODD delivered 13.04% 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 August 14, 2026.