Palo Alto Networks [PANW] vs Cloudflare [NET] Detailed Stock Comparison

Palo Alto Networks

NASDAQ
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Cloudflare

NYSE
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TLDR: Quick Comparison Summary

Based on 19 vital metrics comparison: Palo Alto Networks wins in 14 metrics, Cloudflare wins in 4 metrics, with 0 ties. Palo Alto Networks appears stronger overall.

View Metrics Details

Vital Metrics Comparison

MetricPalo Alto NetworksCloudflareBetter
P/E Ratio (TTM)125.28-969.43Cloudflare
Price-to-Book Ratio17.1161.11Palo Alto Networks
Debt-to-Equity Ratio5.34279.26Palo Alto Networks
PEG Ratio-4.05252.83Palo Alto Networks
EV/EBITDA97.52-1,296.75Cloudflare
Profit Margin (TTM)12.30%-6.22%Palo Alto Networks
Operating Margin (TTM)13.53%-13.13%Palo Alto Networks
EBITDA Margin (TTM)13.53%N/AN/A
Return on Equity17.45%-11.04%Palo Alto Networks
Return on Assets (TTM)3.07%-2.73%Palo Alto Networks
Free Cash Flow (TTM)$3.47B$166.92MPalo Alto Networks
1-Year Return14.34%185.84%Cloudflare
Price-to-Sales Ratio (TTM)14.5440.27Palo Alto Networks
Enterprise Value$129.66B$75.44BPalo Alto Networks
EV/Revenue Ratio14.0640.10Palo Alto Networks
Gross Profit Margin (TTM)73.23%74.88%Cloudflare
Revenue per Share (TTM)$14$5Palo Alto Networks
Earnings per Share (Diluted)$1.60$-0.35Palo Alto Networks
Beta (Stock Volatility)0.981.95Palo Alto Networks
Performance
News Sentiment
Key Stats
Valuation
Financials
Short Interest
Dividends

Palo Alto Networks vs Cloudflare Stock Performance Analysis

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Palo Alto Networks
Cloudflare
Palo Alto Networks Stock Overview | Cloudflare Stock Overview

Performance Comparison

Short-term Returns

Stock1D1W1M3M6MYTD
Palo Alto Networks-1.01%3.11%17.93%2.03%10.84%9.73%
Cloudflare-1.44%6.98%11.67%25.00%87.09%99.61%

Long-term Returns

Stock1Y3Y5Y10Y15Y20Y
Palo Alto Networks14.34%127.86%392.50%543.30%2,141.02%2,141.02%
Cloudflare185.84%281.26%505.50%1,148.00%1,148.00%1,148.00%

News Based Sentiment: Palo Alto Networks vs Cloudflare

Palo Alto Networks

News based Sentiment: POSITIVE

Palo Alto Networks delivered a strong fiscal year 2025, highlighted by exceeding analyst expectations in both revenue and earnings. The company's positive guidance for fiscal year 2026 and continued innovation in key areas like SASE reinforce a positive investment outlook, despite some concerns around insider selling and a recent data breach.

View Palo Alto Networks News Sentiment Analysis

Cloudflare

News based Sentiment: MIXED

September was a month of contrasts for Cloudflare, with positive developments in AI partnerships and financial performance overshadowed by significant insider selling and a negative analyst rating. This creates a mixed investment narrative, highlighting both opportunities and risks for investors.

View Cloudflare News Sentiment Analysis

Performance & Financial Health Analysis: Palo Alto Networks vs Cloudflare

MetricPANWNET
Market Information
Market Cap i$131.80B$77.70B
Market Cap CategoryLarge capLarge cap
10 Day Avg. Volume i5,110,5321,922,152
90 Day Avg. Volume i11,137,3172,505,287
Last Close$196.33$221.40
52 Week Range$144.15 - $210.39$77.60 - $230.10
% from 52W High-6.68%-3.78%
All-Time High$210.39 (Jul 29, 2025)$230.10 (Sep 11, 2025)
% from All-Time High-6.68%-3.78%
Growth Metrics
Quarterly Revenue Growth0.16%0.28%
Quarterly Earnings Growth-0.29%0.28%
Financial Health
Profit Margin (TTM) i0.12%-0.06%
Operating Margin (TTM) i0.14%-0.13%
Return on Equity (TTM) i0.17%-0.11%
Debt to Equity (MRQ) i5.34279.26
Cash & Liquidity
Book Value per Share (MRQ)$11.72$3.56
Cash per Share (MRQ)$4.34$11.36
Operating Cash Flow (TTM) i$3.72B$477.62M
Levered Free Cash Flow (TTM) i$3.39B$365.75M
Dividends
Last 12-Month Dividend Yield iN/AN/A
Last 12-Month Dividend iN/AN/A

Valuation & Enterprise Metrics Analysis: Palo Alto Networks vs Cloudflare

MetricPANWNET
Price Ratios
P/E Ratio (TTM) i125.28-969.43
Forward P/E i27.84252.83
PEG Ratio i-4.05252.83
Price to Sales (TTM) i14.5440.27
Price to Book (MRQ) i17.1161.11
Market Capitalization
Market Capitalization i$131.80B$77.70B
Enterprise Value i$129.66B$75.44B
Enterprise Value Metrics
Enterprise to Revenue i14.0640.10
Enterprise to EBITDA i97.52-1,296.75
Risk & Other Metrics
Beta i0.981.95
Book Value per Share (MRQ) i$11.72$3.56

Financial Statements Comparison: Palo Alto Networks vs Cloudflare

Financial Metrics

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Revenue

EBITDA

Shareholders Equity

Operating Margin

Free Cash Flow

Long Term Debt

Profit Margin

Current Ratio

Operating Cash Flow

Income Statement (MRQ)

Metric (MRQ)PANWNET
Revenue/Sales i$2.54B$479.09M
Cost of Goods Sold i$679.00M$115.58M
Gross Profit i$1.86B$363.51M
Research & Development i$503.50M$115.09M
Operating Income (EBIT) i$497.20M$-53.25M
EBITDA i$695.20M$6.89M
Pre-Tax Income i$591.80M$-36.76M
Income Tax i$338.00M$1.70M
Net Income (Profit) i$253.80M$-38.45M

Balance Sheet & Liquidity Metrics (MRQ)

Metric (MRQ)PANWNET
Cash & Equivalents i$2.27B$204.46M
Total Current Assets i$7.52B$2.62B
Total Current Liabilities i$7.99B$821.01M
Long-Term Debt i$338.20M$1.42B
Total Shareholders Equity i$7.82B$1.43B
Retained Earnings i$2.48B$-1.14B
Property, Plant & Equipment i$393.70M$734.51M

Cash Flow Statement Comparison (MRQ)

Metric (MRQ)PANWNET
Operating Cash Flow i$776.20M$168.35M
Capital Expenditures i$-86.30M$-85.89M
Free Cash Flow i$934.50M$52.87M
Debt Repayment i$-383.30MN/A
Common Stock Repurchase i$0N/A

Short Interest & Institutional Ownership Analysis

MetricPANWNET
Shares Short i45.79M9.93M
Short Ratio i4.483.10
Short % of Float i0.07%0.04%
Average Daily Volume (10 Day) i5,110,5321,922,152
Average Daily Volume (90 Day) i11,137,3172,505,287
Shares Outstanding i667.90M344.86M
Float Shares i662.32M310.67M
% Held by Insiders i0.01%0.01%
% Held by Institutions i0.83%0.91%

Dividend Analysis & Yield Comparison: Palo Alto Networks vs Cloudflare

MetricPANWNET
Last 12-Month Dividend iN/AN/A
Last 12-Month Dividend Yield iN/AN/A
3-Year Avg Annual Dividend iN/AN/A
3-Year Avg Dividend Yield iN/AN/A
3-Year Total Dividends iN/AN/A
Ex-Dividend DateN/AN/A