Cloudflare, Inc. (NET) vs Rocket Lab USA, Inc. (RKLB)
A side-by-side comparison of Cloudflare, Inc. and Rocket Lab USA, Inc. 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; RKLB is classified in Industrials. 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
RKLB
Rocket Lab USA, Inc.
$72.19IndustrialsDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — NET vs RKLB
growth of $100 · dividends reinvested · last 6yNET +363.8% (+29.1%/yr)RKLB +546.0% (+36.5%/yr)RKLB compounded faster over this window
NET RKLB
NET vs RKLB: by the numbers
- •NET is the larger company ($125.72B vs $41.79B market cap).
- •Both run net losses; NET's is the smaller (-8.21% vs -21.51% net margin).
- •RKLB grew revenue faster over the past five years (68.96% vs 36.49% CAGR).
Metrics side by side
Valuation
| Metric | NET | RKLB |
|---|---|---|
| Forward P/E | 280.80 | N/A |
| P/S ratio | 50.04 | 54.33 |
| P/B ratio | 77.61 | 11.97 |
| FCF yield | 0.30% | N/A |
Profitability
| Metric | NET | RKLB |
|---|---|---|
| Gross margin | 72.58% | 37.26% |
| Operating margin | -14.11% | -38.03% |
| Net margin | -8.21% | -21.51% |
| ROE | -12.73% | -4.74% |
| ROIC | -6.90% | -6.11% |
Growth (annualized)
| Metric | NET | RKLB |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 68.96% |
| Total return CAGR (5Y) | 19.17% | 27.48% |
Frequently asked
- Which has grown faster, NET or RKLB?
- Over the past five years, RKLB grew revenue faster — NET at a 36.49% CAGR versus RKLB at 68.96%.
- How have NET and RKLB total returns compared?
- Over the past 5 years, NET delivered 19.17% and RKLB delivered 27.48% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Cloudflare ROERocket Lab USA ROECloudflare operating marginRocket Lab USA operating marginCloudflare revenue growthRocket Lab USA revenue growthCloudflare free cash flowRocket Lab USA free cash flow
Cloudflare & Rocket Lab USA 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.