Cloudflare, Inc. (NET) vs Workday, Inc. (WDAY)
A side-by-side comparison of Cloudflare, Inc. and Workday, 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
WDAY
Workday, Inc.
$188.60TechnologyDelayed quote: Sep 28, 2026, 4:00 PM EDT
Total return — NET vs WDAY
growth of $100 · dividends reinvested · last 7yNET +1479.4% (+48.3%/yr)WDAY +9.2% (+1.3%/yr)NET compounded faster over this window
Log scale — wide-divergence pair
NET WDAY
NET vs WDAY: by the numbers
- •NET is the larger company ($125.72B vs $49.40B market cap).
- •WDAY is profitable (12.32% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 16.80% CAGR).
Metrics side by side
Valuation
| Metric | NET | WDAY |
|---|---|---|
| P/E ratio | N/A | 38.26 |
| Forward P/E | 280.80 | 17.03 |
| P/S ratio | 50.04 | 4.86 |
| P/B ratio | 77.61 | 7.65 |
| EV / EBITDA | N/A | 33.19 |
| FCF yield | 0.30% | 5.76% |
Profitability
| Metric | NET | WDAY |
|---|---|---|
| Gross margin | 72.58% | 75.80% |
| Operating margin | -14.11% | 11.99% |
| Net margin | -8.21% | 12.32% |
| ROE | -12.73% | 19.37% |
| ROIC | -6.90% | 11.40% |
Growth (annualized)
| Metric | NET | WDAY |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 16.80% |
| FCF CAGR (5Y) | N/A | 18.62% |
| Total return CAGR (5Y) | 19.17% | -7.18% |
Frequently asked
- Which has grown faster, NET or WDAY?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus WDAY at 16.80%.
- Is NET or WDAY more profitable?
- WDAY runs the higher net margin — NET at -8.21% versus WDAY at 12.32%.
- How have NET and WDAY total returns compared?
- Over the past 5 years, NET delivered 19.17% and WDAY delivered -7.18% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Workday P/E ratioCloudflare ROEWorkday ROECloudflare operating marginWorkday operating marginCloudflare revenue growthWorkday revenue growthCloudflare free cash flowWorkday free cash flow
Cloudflare & Workday 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.