Cloudflare [NET] vs Palo Alto Networks [PANW] Detailed Stock Comparison
TLDR: Quick Comparison Summary
Based on 20 vital metrics comparison: Cloudflare Inc. wins in 2 metrics, Palo Alto Networks, Inc. wins in 17 metrics, with 0 ties. Palo Alto Networks, Inc. appears stronger overall.
View Metrics Details
Vital Metrics Comparison
| Metric | Cloudflare Inc. | Palo Alto Networks, Inc. | Better |
|---|---|---|---|
| P/E Ratio (TTM) | -706.97 | 101.23 | Palo Alto Networks, Inc. |
| Price-to-Book Ratio | 50.08 | 13.56 | Palo Alto Networks, Inc. |
| Debt-to-Equity Ratio | 241.13 | 4.89 | Palo Alto Networks, Inc. |
| PEG Ratio | 28.28 | 2.08 | Palo Alto Networks, Inc. |
| EV/EBITDA | -1,708.48 | 93.58 | Palo Alto Networks, Inc. |
| Profit Margin (TTM) | -4.72% | 12.96% | Palo Alto Networks, Inc. |
| Operating Margin (TTM) | -7.02% | 15.50% | Palo Alto Networks, Inc. |
| EBITDA Margin (TTM) | N/A | 15.50% | N/A |
| Return on Equity | -8.16% | 16.26% | Palo Alto Networks, Inc. |
| Return on Assets (TTM) | -2.69% | 3.45% | Palo Alto Networks, Inc. |
| Free Cash Flow (TTM) | $260.56M | $3.47B | Palo Alto Networks, Inc. |
| 1-Year Return | 45.77% | 46.39% | Palo Alto Networks, Inc. |
| Price-to-Sales Ratio (TTM) | 33.72 | 14.95 | Palo Alto Networks, Inc. |
| Enterprise Value | $72.51B | $143.78B | Palo Alto Networks, Inc. |
| EV/Revenue Ratio | 33.45 | 14.53 | Palo Alto Networks, Inc. |
| Gross Profit Margin (TTM) | 73.64% | 73.59% | Cloudflare Inc. |
| Revenue per Share (TTM) | $6 | $15 | Palo Alto Networks, Inc. |
| Earnings per Share (Diluted) | $-0.29 | $1.79 | Palo Alto Networks, Inc. |
| Beta (Stock Volatility) | 1.88 | 0.77 | Palo Alto Networks, Inc. |
| Short % of Float | 2.85% | 3.32% | Cloudflare Inc. |
Cloudflare Inc. vs Palo Alto Networks, Inc. Stock Performance Analysis
Loading Price Chart...
Performance Comparison
Short-term Returns
| Stock | 1D | 1W | 1M | 3M | 6M | YTD |
|---|---|---|---|---|---|---|
| Cloudflare Inc. | -2.69% | 25.33% | 21.62% | 50.61% | 35.47% | 39.09% |
| Palo Alto Networks, Inc. | -5.64% | 15.77% | 61.06% | 97.97% | 56.55% | 65.72% |
Long-term Returns
| Stock | 1Y | 3Y | 5Y | 10Y | 15Y | 20Y |
|---|---|---|---|---|---|---|
| Cloudflare Inc. | 45.77% | 242.33% | 191.07% | 1,243.44% | 1,243.44% | 1,243.44% |
| Palo Alto Networks, Inc. | 46.39% | 159.34% | 372.95% | 1,110.53% | 3,082.94% | 3,082.94% |
Performance & Financial Health Analysis: Cloudflare Inc. vs Palo Alto Networks, Inc.
| Metric | NET | PANW |
|---|---|---|
| Market Information | ||
| Market Cap | $72.16B | $141.34B |
| Market Cap Category | Large cap | Large cap |
| 10 Day Avg. Volume | 6,024,113 | 8,028,579 |
| 90 Day Avg. Volume | 4,349,331 | 7,873,740 |
| Last Close | $265.33 | $280.43 |
| 52 Week Range | $158.83 - $274.63 | $139.57 - $302.95 |
| % from 52W High | -3.39% | -7.43% |
| All-Time High | $274.63 (Jun 02, 2026) | $302.95 (Jun 01, 2026) |
| % from All-Time High | -3.39% | -7.43% |
| Growth Metrics | ||
| Quarterly Revenue Growth | 0.34% | 0.15% |
| Quarterly Earnings Growth | 0.34% | 0.62% |
| Financial Health | ||
| Profit Margin (TTM) | -0.05% | 0.13% |
| Operating Margin (TTM) | -0.07% | 0.16% |
| Return on Equity (TTM) | -0.08% | 0.16% |
| Debt to Equity (MRQ) | 241.13 | 4.89 |
| Cash & Liquidity | ||
| Book Value per Share (MRQ) | $4.15 | $13.36 |
| Cash per Share (MRQ) | $11.65 | $5.56 |
| Operating Cash Flow (TTM) | $603.11M | $3.97B |
| Levered Free Cash Flow (TTM) | $388.03M | $2.86B |
| Dividends | ||
| Last 12-Month Dividend Yield | N/A | N/A |
| Last 12-Month Dividend | N/A | N/A |
Valuation & Enterprise Metrics Analysis: Cloudflare Inc. vs Palo Alto Networks, Inc.
| Metric | NET (Apr 24, 2026) | PANW (Apr 24, 2026) |
|---|---|---|
| Price Ratios | ||
| P/E Ratio (TTM) | -706.97 | 101.23 |
| Forward P/E | 144.04 | 45.61 |
| PEG Ratio | 28.28 | 2.08 |
| Price to Sales (TTM) | 33.72 | 14.95 |
| Price to Book (MRQ) | 50.08 | 13.56 |
| Market Capitalization | ||
| Market Capitalization | $72.16B | $141.34B |
| Enterprise Value | $72.51B | $143.78B |
| Enterprise Value Metrics | ||
| Enterprise to Revenue | 33.45 | 14.53 |
| Enterprise to EBITDA | -1,708.48 | 93.58 |
| Risk & Other Metrics | ||
| Beta | 1.88 | 0.77 |
| Book Value per Share (MRQ) | $4.15 | $13.36 |
Financial Statements Comparison: Cloudflare Inc. vs Palo Alto Networks, Inc.
Financial Metrics
Loading Financial Charts...
Revenue
Operating Margin
Profit Margin
Long Term Debt
Income Flow Analysis
Financial Statements Comparison
Income Statement
| Metric | NET (2025) | PANW (2025) |
|---|---|---|
| Revenue/Sales | 2.17B | 9.22B |
| Cost of Goods Sold | 552.53M | 2.45B |
| COGS % of Revenue | 25.5% | 26.6% |
| Gross Profit | 1.62B | 6.77B |
| Gross Margin | 74.5% | 73.4% |
| Research & Development | 512.49M | 1.98B |
| Operating Income (EBIT) | -207.21M | 1.24B |
| Operating Margin | -9.6% | 13.5% |
| EBITDA | 105.80M | 1.97B |
| EBITDA Margin | 4.9% | 21.4% |
| Pre-Tax Income | -92.71M | 1.60B |
| Pre-Tax Income % of Revenue | -4.3% | 17.3% |
| Income Tax | 9.56M | 461.80M |
| Income Tax % of Revenue | 0.4% | 5.0% |
| Net Income (Profit) | -102.27M | 1.13B |
| Profit Margin | -4.7% | 12.3% |
Balance Sheet & Liquidity Metrics
| Metric | NET (2025) | PANW (2025) |
|---|---|---|
| Cash & Equivalents | 943.54M | 2.27B |
| Total Current Assets | 4.64B | 7.52B |
| Total Current Assets % of Revenue | 214.3% | 81.6% |
| Total Current Liabilities | 2.35B | 7.99B |
| Total Current Liabilities % of Revenue | 108.4% | 86.6% |
| Long-Term Debt | 2.16B | 338.20M |
| Long-Term Debt % of Revenue | 99.5% | 3.7% |
| Total Shareholders Equity | 1.46B | 7.82B |
| Retained Earnings | -1.20B | 2.48B |
| Retained Earnings % of Revenue | -55.6% | 26.9% |
| Property, Plant & Equipment | 965.24M | 393.70M |
Cash Flow Statement Comparison
| Metric | NET (2025) | PANW (2025) |
|---|---|---|
| Operating Cash Flow | 655.92M | 3.40B |
| Operating Cash Flow % of Revenue | 30.3% | 36.9% |
| Capital Expenditures | -315.62M | -246.20M |
| Free Cash Flow | 260.56M | 3.47B |
| FCF Margin | 12.0% | 37.6% |
| Debt Repayment | 0 | -965.60M |
| Common Stock Repurchase | 0 | 0 |
Short Interest & Institutional Ownership Analysis
| Metric | NET | PANW |
|---|---|---|
| Shares Short | 8.05M | 26.73M |
| Short Ratio | 2.22 | 3.30 |
| Short % of Float | 2.85% | 3.32% |
| Shares Outstanding | 351.89M | 703.00M |
| Float Shares | 315.46M | 809.15M |
| % Held by Insiders | 0.74% | 0.79% |
| % Held by Institutions | 89.61% | 74.49% |
| % Held by Public | 9.65% | 24.72% |
Dividend Analysis & Yield Comparison: Cloudflare Inc. vs Palo Alto Networks, Inc.
| Metric | NET | PANW |
|---|---|---|
| Last 12-Month Dividend | N/A | N/A |
| Last 12-Month Dividend Yield | N/A | N/A |
| 3-Year Avg Annual Dividend | N/A | N/A |
| 3-Year Avg Dividend Yield | N/A | N/A |
| 3-Year Total Dividends | N/A | N/A |
| Ex-Dividend Date | N/A | N/A |