Microsoft Corporation (MSFT) vs Cloudflare, Inc. (NET)
- Microsoft Corporation MSFT 529.05 −1.93%
- Cloudflare, Inc. NET 295.26 −6.66%
Microsoft Corporation and Cloudflare, Inc. are both Software Infrastructure companies. Microsoft Corporation is the larger, with a market value of $4.01T against $112.6B — 35.6× the size. Cloudflare, Inc. has negative trailing earnings, so its P/E is not meaningful; Microsoft Corporation trades at 29.4×. Cloudflare, Inc. grew revenue faster over the last twelve months: 33.5% against 17.8%. Microsoft Corporation has the higher net margin (40.3% vs −8.21%) and the higher return on invested capital (23.9% vs 0.00%). Across the 20 metrics below, Microsoft Corporation leads on 15 and Cloudflare, Inc. on 5.
Valuation
Profitability
| Metric | MSFT | NET | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 67.94% | 72.58% | 61.00% |
| Operating margin | 46.78% | (14.11%) | 0.00% |
| Net margin | 40.31% | (8.21%) | 0.00% |
| Free cash flow margin | 20.19% | 12.53% | 1.67% |
| Return on equity | 34.04% | (14.43%) | 0.60% |
| Return on assets | 19.42% | (3.43%) | 0.00% |
| Return on invested capital | 23.91% | 0.00% | 0.00% |
Growth
Health
Dividend
Size
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