Cloudflare, Inc. (NET) vs Roblox Corporation (RBLX)
A side-by-side comparison of Cloudflare, Inc. and Roblox 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.
NET
Cloudflare, Inc.
$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
RBLX
Roblox Corporation
$41.89TechnologyDelayed quote: Sep 28, 2026, 3:59 PM EDT
Total return — NET vs RBLX
growth of $100 · dividends reinvested · last 6yNET +334.9% (+27.8%/yr)RBLX -34.5% (-6.8%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
NET RBLX
NET vs RBLX: by the numbers
- •NET is the larger company ($125.72B vs $29.92B market cap).
- •Both run net losses; NET's is the smaller (-8.21% vs -17.60% net margin).
- •NET grew revenue faster over the past five years (36.49% vs 32.30% CAGR).
Metrics side by side
Valuation
| Metric | NET | RBLX |
|---|---|---|
| Forward P/E | 280.80 | N/A |
| P/S ratio | 50.04 | 5.26 |
| P/B ratio | 77.61 | 196.87 |
| FCF yield | 0.30% | 5.48% |
Profitability
| Metric | NET | RBLX |
|---|---|---|
| Gross margin | 72.58% | 78.94% |
| Operating margin | -14.11% | -20.72% |
| Net margin | -8.21% | -17.60% |
| ROE | -12.73% | -658.31% |
| ROIC | -6.90% | -27.89% |
Growth (annualized)
| Metric | NET | RBLX |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 32.30% |
| FCF CAGR (5Y) | N/A | 22.77% |
| Total return CAGR (5Y) | 19.17% | -12.33% |
Frequently asked
- Which has grown faster, NET or RBLX?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus RBLX at 32.30%.
- How have NET and RBLX total returns compared?
- Over the past 5 years, NET delivered 19.17% and RBLX delivered -12.33% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Cloudflare ROERoblox ROECloudflare operating marginRoblox operating marginCloudflare revenue growthRoblox revenue growthCloudflare free cash flowRoblox free cash flow
Cloudflare & Roblox 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.