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 September 13, 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.
$354.21TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
SE
Sea Limited
$98.91Consumer CyclicalDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — NET vs SE
growth of $100 · dividends reinvested · last 7yNET +1602.9% (+49.9%/yr)SE +240.7% (+19.1%/yr)NET compounded faster over this window
NET SE
NET vs SE: by the numbers
- •NET is the larger company ($125.72B vs $59.38B market cap).
- •SE is profitable (5.91% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 32.37% CAGR).
Metrics side by side
Valuation
| Metric | NET | SE |
|---|---|---|
| P/E ratio | N/A | 38.19 |
| Forward P/E | 280.80 | 26.92 |
| P/S ratio | 50.04 | 2.14 |
| P/B ratio | 77.61 | 4.60 |
| EV / EBITDA | N/A | 22.95 |
| FCF yield | 0.30% | 5.24% |
Profitability
| Metric | NET | SE |
|---|---|---|
| Gross margin | 72.58% | 44.34% |
| Operating margin | -14.11% | 7.95% |
| Net margin | -8.21% | 5.91% |
| ROE | -12.73% | 12.69% |
| ROIC | -6.90% | 8.55% |
Growth (annualized)
| Metric | NET | SE |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 32.37% |
| FCF CAGR (5Y) | N/A | 55.38% |
| Total return CAGR (5Y) | 19.17% | -20.06% |
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 32.37%.
- Is NET or SE more profitable?
- SE runs the higher net margin — NET at -8.21% versus SE at 5.91%.
- How have NET and SE total returns compared?
- Over the past 5 years, NET delivered 19.17% and SE delivered -20.06% 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 September 13, 2026.