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Cloudflare, Inc. (NET) vs Oracle Corporation (ORCL)

Cloudflare, Inc. and Oracle Corporation are both Software Infrastructure companies. Oracle Corporation is the larger, with a market value of $406.6B against $112.6B — 3.6× the size. Cloudflare, Inc. has negative trailing earnings, so its P/E is not meaningful; Oracle Corporation trades at 19.8×. Cloudflare, Inc. grew revenue faster over the last twelve months: 33.5% against 21.6%. Oracle Corporation has the higher net margin (26.1% vs −8.21%) and the higher return on invested capital (9.75% vs 0.00%). Across the 19 metrics below, Oracle Corporation leads on 11 and Cloudflare, Inc. on 8.

Valuation

Metric NET ORCL Software Infrastructure median
P/E n/m 19.79 28.38
P/S 41.64 5.30 2.98
P/B 64.58 6.11 2.93
Price to free cash flow 332.26 n/m 16.28
EV/EBITDA n/m 13.58 13.92
EV/Sales 40.77 6.42 2.90
Earnings yield (0.20%) 5.05% 0.14%
Free cash flow yield 0.30% (7.55%) 1.24%

Profitability

Metric NET ORCL Software Infrastructure median
Gross margin 72.58% 63.96% 61.00%
Operating margin (14.11%) 32.12% 0.00%
Net margin (8.21%) 26.10% 0.00%
Free cash flow margin 12.53% (40.01%) 1.67%
Return on equity (14.43%) 43.12% 0.60%
Return on assets (3.43%) 7.75% 0.00%
Return on invested capital 0.00% 9.75% 0.00%

Growth

Metric NET ORCL Software Infrastructure median
Revenue growth (TTM) 33.53% 21.62% 13.41%
EPS growth (last fiscal year) (26.09%) 34.33% 27.10%
Revenue growth, 5-year CAGR 38.13% 10.72% 15.57%
Net income growth, 5-year CAGR 0.00% 4.32% 0.00%

Health

Metric NET ORCL Software Infrastructure median
Debt to equity 1.22 1.75 0.05
Current ratio 1.82 1.17 1.55
Net debt to EBITDA (23.42) 3.03 0.08

Dividend

Metric NET ORCL Software Infrastructure median
Dividend yield — 1.56% 1.20%
Payout ratio — 0.31 0.29

Size

Metric NET ORCL Software Infrastructure median
Market cap 112.64b 406.60b 752.37m

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