Cloudflare, Inc. (NET) vs Zeta Global Holdings Corp. (ZETA)
A side-by-side comparison of Cloudflare, Inc. and Zeta Global Holdings Corp. 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
ZETA
Zeta Global Holdings Corp.
$29.01TechnologyDelayed quote: Sep 28, 2026, 3:59 PM EDT
Total return — NET vs ZETA
growth of $100 · dividends reinvested · last 5yNET +232.9% (+27.2%/yr)ZETA +243.8% (+28.0%/yr)ZETA compounded faster over this window
NET ZETA
NET vs ZETA: by the numbers
- •NET is the larger company ($125.72B vs $7.25B market cap).
- •Both run net losses; ZETA's is the smaller (-0.14% vs -8.21% net margin).
- •NET grew revenue faster over the past five years (36.49% vs 30.31% CAGR).
Metrics side by side
Valuation
| Metric | NET | ZETA |
|---|---|---|
| Forward P/E | 280.80 | 29.88 |
| P/S ratio | 50.04 | 4.62 |
| P/B ratio | 77.61 | 7.83 |
| EV / EBITDA | N/A | 63.14 |
| FCF yield | 0.30% | 3.09% |
Profitability
| Metric | NET | ZETA |
|---|---|---|
| Gross margin | 72.58% | 61.31% |
| Operating margin | -14.11% | 1.91% |
| Net margin | -8.21% | -0.14% |
| ROE | -12.73% | -0.23% |
| ROIC | -6.90% | 2.53% |
Growth (annualized)
| Metric | NET | ZETA |
|---|---|---|
| Revenue CAGR (5Y) | 36.49% | 30.31% |
| FCF CAGR (5Y) | N/A | 77.57% |
| Total return CAGR (5Y) | 19.17% | 34.59% |
Frequently asked
- Which has grown faster, NET or ZETA?
- Over the past five years, NET grew revenue faster — NET at a 36.49% CAGR versus ZETA at 30.31%.
- How have NET and ZETA total returns compared?
- Over the past 5 years, NET delivered 19.17% and ZETA delivered 34.59% annualized total return. Past performance doesn't predict future results.
Go deeper
Dig into the metrics
Cloudflare ROEZeta Global ROECloudflare operating marginZeta Global operating marginCloudflare revenue growthZeta Global revenue growthCloudflare free cash flowZeta Global free cash flow
Cloudflare & Zeta Global 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.