Cloudflare, Inc. (NET) vs Roku, Inc. (ROKU)
A side-by-side comparison of Cloudflare, Inc. and Roku, 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.
Different business models: NET is classified in Technology; ROKU is classified in Communication Services. 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
ROKU
Roku, Inc.
$157.68Communication ServicesDelayed quote: Aug 14, 2026, 4:00 PM EDT
Total return — NET vs ROKU
growth of $100 · dividends reinvested · last 7yNET +1737.9% (+51.6%/yr)ROKU +4.4% (+0.6%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
NET ROKU
NET vs ROKU: by the numbers
- •NET is the larger company ($112.04B vs $23.39B market cap).
- •ROKU is profitable (6.82% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 17.55% CAGR).
Metrics side by side
Valuation
| Metric | NET | ROKU |
|---|---|---|
| P/E ratio | N/A | 65.85 |
| Forward P/E | 276.28 | 62.26 |
| P/S ratio | 46.66 | 4.49 |
| P/B ratio | 72.36 | 8.29 |
| EV / EBITDA | N/A | 40.09 |
| FCF yield | 0.39% | 4.36% |
Profitability
| Metric | NET | ROKU |
|---|---|---|
| Gross margin | 72.58% | 45.50% |
| Operating margin | -14.11% | 5.25% |
| Net margin | -8.21% | 6.82% |
| ROE | -12.73% | 12.58% |
| ROIC | -4.10% | -0.17% |
Growth (annualized)
| Metric | NET | ROKU |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 17.55% |
| FCF CAGR (5Y) | N/A | 41.40% |
| Total return CAGR (5Y) | 22.13% | -15.50% |
Frequently asked
- Which has grown faster, NET or ROKU?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus ROKU at 17.55%.
- Is NET or ROKU more profitable?
- ROKU runs the higher net margin — NET at -8.21% versus ROKU at 6.82%.
- How have NET and ROKU total returns compared?
- Over the past 5 years, NET delivered 22.13% and ROKU delivered -15.50% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Roku P/E ratioCloudflare ROERoku ROECloudflare operating marginRoku operating marginCloudflare revenue growthRoku revenue growthCloudflare free cash flowRoku free cash flow
Cloudflare & Roku 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.