Cloudflare, Inc. (NET) vs Sezzle Inc. (SEZL)
A side-by-side comparison of Cloudflare, Inc. and Sezzle 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; SEZL is classified in Financial Services. 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
SEZL
Sezzle Inc.
$108.30Financial ServicesDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — NET vs SEZL
growth of $100 · dividends reinvested · last 6yNET +963.6% (+48.3%/yr)SEZL +2871.8% (+76.0%/yr)SEZL compounded faster over this window
NET SEZL
NET vs SEZL: by the numbers
- •NET is the larger company ($125.72B vs $3.64B market cap).
- •SEZL is profitable (30.35% net margin) while NET runs a net loss (-8.21%).
- •SEZL grew revenue faster over the past five years (42.22% vs 36.49% CAGR).
Metrics side by side
Valuation
| Metric | NET | SEZL |
|---|---|---|
| P/E ratio | N/A | 23.65 |
| Forward P/E | 280.80 | 20.65 |
| P/S ratio | 50.04 | 6.85 |
| P/B ratio | 77.61 | 15.63 |
| FCF yield | 0.30% | N/A |
Profitability
| Metric | NET | SEZL |
|---|---|---|
| Gross margin | 72.58% | 90.80% |
| Operating margin | -14.11% | 40.39% |
| Net margin | -8.21% | 30.35% |
| ROE | -12.73% | 69.29% |
| ROIC | -6.90% | N/A |
Growth (annualized)
| Metric | NET | SEZL |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 42.22% |
| Total return CAGR (5Y) | 19.17% | 58.16% |
Frequently asked
- Which has grown faster, NET or SEZL?
- Over the past five years, SEZL grew revenue faster — NET at a 36.49% CAGR versus SEZL at 42.22%.
- Is NET or SEZL more profitable?
- SEZL runs the higher net margin — NET at -8.21% versus SEZL at 30.35%.
- How have NET and SEZL total returns compared?
- Over the past 5 years, NET delivered 19.17% and SEZL delivered 58.16% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Sezzle P/E ratioCloudflare ROESezzle ROECloudflare operating marginSezzle operating marginCloudflare revenue growthSezzle revenue growthCloudflare free cash flow
Cloudflare & Sezzle 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.