Cloudflare, Inc. (NET) vs Sea Limited (SE)
A side-by-side comparison of Cloudflare, Inc. and Sea Limited 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; SE is classified in Consumer Cyclical. 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
SE
Sea Limited
$121.94Consumer CyclicalDelayed quote: Aug 14, 2026, 4:00 PM EDT
Total return — NET vs SE
growth of $100 · dividends reinvested · last 7yNET +1737.9% (+51.6%/yr)SE +295.5% (+21.7%/yr)NET compounded faster over this window
NET SE
NET vs SE: by the numbers
- •NET is the larger company ($112.04B vs $73.21B market cap).
- •SE is profitable (6.40% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 35.96% CAGR).
Metrics side by side
Valuation
| Metric | NET | SE |
|---|---|---|
| P/E ratio | N/A | 47.80 |
| Forward P/E | 276.28 | 35.37 |
| P/S ratio | 46.66 | 3.11 |
| P/B ratio | 72.36 | 6.10 |
| EV / EBITDA | N/A | 32.07 |
| FCF yield | 0.39% | 4.28% |
Profitability
| Metric | NET | SE |
|---|---|---|
| Gross margin | 72.58% | 44.27% |
| Operating margin | -14.11% | 8.20% |
| Net margin | -8.21% | 6.40% |
| ROE | -12.73% | 12.54% |
| ROIC | -4.10% | 8.10% |
Growth (annualized)
| Metric | NET | SE |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 35.96% |
| FCF CAGR (5Y) | N/A | 36.92% |
| Total return CAGR (5Y) | 22.13% | -16.66% |
Frequently asked
- Which has grown faster, NET or SE?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus SE at 35.96%.
- Is NET or SE more profitable?
- SE runs the higher net margin — NET at -8.21% versus SE at 6.40%.
- How have NET and SE total returns compared?
- Over the past 5 years, NET delivered 22.13% and SE delivered -16.66% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Sea P/E ratioCloudflare ROESea ROECloudflare operating marginSea operating marginCloudflare revenue growthSea revenue growthCloudflare free cash flowSea free cash flow
Cloudflare & Sea 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.