Cloudflare, Inc. (NET) vs SentinelOne, Inc. (S)
A side-by-side comparison of Cloudflare, Inc. and SentinelOne, 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.
NET
Cloudflare, Inc.
$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
S
SentinelOne, Inc.
$22.74TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — NET vs S
growth of $100 · dividends reinvested · last 5yNET +189.6% (+23.7%/yr)S -53.5% (-14.2%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
NET S
NET vs S: by the numbers
- •NET is the larger company ($125.72B vs $7.66B market cap).
- •Both run net losses; NET's is the smaller (-8.21% vs -30.95% net margin).
- •S grew revenue faster over the past five years (51.53% vs 36.49% CAGR).
Metrics side by side
Valuation
| Metric | NET | S |
|---|---|---|
| Forward P/E | 280.80 | 71.26 |
| P/S ratio | 50.04 | 6.97 |
| P/B ratio | 77.61 | 5.29 |
| FCF yield | 0.30% | 0.50% |
Profitability
| Metric | NET | S |
|---|---|---|
| Gross margin | 72.58% | 73.29% |
| Operating margin | -14.11% | -26.99% |
| Net margin | -8.21% | -30.95% |
| ROE | -12.73% | -23.48% |
| ROIC | -6.90% | -17.52% |
Growth (annualized)
| Metric | NET | S |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 51.53% |
| Total return CAGR (5Y) | 19.17% | -20.88% |
Frequently asked
- Which has grown faster, NET or S?
- Over the past five years, S grew revenue faster — NET at a 36.49% CAGR versus S at 51.53%.
- How have NET and S total returns compared?
- Over the past 5 years, NET delivered 19.17% and S delivered -20.88% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Cloudflare ROESentinelOne ROECloudflare operating marginSentinelOne operating marginCloudflare revenue growthSentinelOne revenue growthCloudflare free cash flowSentinelOne free cash flow
Cloudflare & SentinelOne 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.