Cloudflare, Inc. (NET) vs Clear Secure, Inc. (YOU)
A side-by-side comparison of Cloudflare, Inc. and Clear Secure, Inc. across valuation, profitability, dividends, and growth — built entirely from reported fundamentals, as of September 30, 2026. Differences are shown without an overall score or investment verdict.
NET
Cloudflare, Inc.
$347.18TechnologyDelayed quote: Sep 30, 2026, 3:59 PM EDT
YOU
Clear Secure, Inc.
$41.95TechnologyDelayed quote: Sep 30, 2026, 4:00 PM EDT
Total return — NET vs YOU
growth of $100 · dividends reinvested · last 5yNET +168.6% (+21.8%/yr)YOU +21.8% (+4.0%/yr)NET compounded faster over this window
NET YOU
NET vs YOU: by the numbers
- •NET is the larger company ($123.23B vs $4.22B market cap).
- •YOU is profitable (14.78% net margin) while NET runs a net loss (-8.21%).
- •NET grew revenue faster over the past five years (36.49% vs 35.98% CAGR).
- •YOU pays a dividend (1.74% yield), while NET has no payments in the available dividend history.
Metrics side by side
Valuation
| Metric | NET | YOU |
|---|---|---|
| P/E ratio | N/A | 28.34 |
| Forward P/E | 275.22 | 22.92 |
| P/S ratio | 49.05 | 4.22 |
| P/B ratio | 76.07 | 20.46 |
| EV / EBITDA | N/A | 14.68 |
| FCF yield | 0.31% | 12.05% |
Profitability
| Metric | NET | YOU |
|---|---|---|
| Gross margin | 72.58% | 90.02% |
| Operating margin | -14.11% | 25.13% |
| Net margin | -8.21% | 14.78% |
| ROE | -12.73% | 71.70% |
| ROIC | -6.90% | 33.31% |
Dividends
| Metric | NET | YOU |
|---|---|---|
| Dividend yield | N/A | 1.74% |
| Payout ratio | N/A | 50.68% |
Growth (annualized)
| Metric | NET | YOU |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 35.98% |
| FCF CAGR (5Y) | N/A | 120.90% |
| Total return CAGR (5Y) | 25.67% | 1.42% |
Frequently asked
- Which has grown faster, NET or YOU?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus YOU at 35.98%.
- Does NET or YOU pay a bigger dividend?
- YOU pays a dividend (1.74% yield), while NET has no payments in the available dividend history.
- Is NET or YOU more profitable?
- YOU runs the higher net margin — NET at -8.21% versus YOU at 14.78%.
- How have NET and YOU total returns compared?
- Over the past 5 years, NET delivered 25.67% and YOU delivered 1.42% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Clear Secure P/E ratioClear Secure dividend yieldCloudflare ROEClear Secure ROECloudflare operating marginClear Secure operating marginCloudflare revenue growthClear Secure revenue growthCloudflare free cash flowClear Secure free cash flow
Cloudflare & Clear Secure 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 30, 2026.