stockrowCloudflare, Inc. (NET) vs Palantir Technologies Inc. (PLTR)
- Cloudflare, Inc. NET 244.63 −8.23%
- Palantir Technologies Inc. PLTR 155.59 −9.38%
Cloudflare, Inc. and Palantir Technologies Inc. are both Software Infrastructure companies. Palantir Technologies Inc. is the larger, with a market value of $373.5B against $87.1B — 4.3× the size. Cloudflare, Inc. has negative trailing earnings, so its P/E is not meaningful; Palantir Technologies Inc. trades at 102×. Palantir Technologies Inc. grew revenue faster over the last twelve months: 87.1% against 35.7%. Palantir Technologies Inc. has the higher net margin (50.3% vs −8.75%) and the higher return on invested capital (265.3% vs −4.07%). Across the 19 metrics below, Palantir Technologies Inc. leads on 15 and Cloudflare, Inc. on 4.
Valuation
Profitability
| Metric | NET | PLTR | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 71.90% | 84.74% | 57.45% |
| Operating margin | (14.08%) | 45.64% | 0.00% |
| Net margin | (8.75%) | 50.34% | 0.00% |
| Free cash flow margin | 11.78% | 55.62% | 0.00% |
| Return on equity | (17.00%) | 40.69% | 0.00% |
| Return on assets | (3.55%) | 34.09% | 0.00% |
| Return on invested capital | (4.07%) | 265.31% | 0.00% |
Growth
Health
Dividend
Size
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