Cloudflare, Inc. (NET) vs Synopsys, Inc. (SNPS)
Cloudflare, Inc. and Synopsys, Inc. are both Software Infrastructure companies. Cloudflare, Inc. is the larger, with a market value of $128.1B against $81.4B — 1.6× the size. Cloudflare, Inc. has negative trailing earnings, so its P/E is not meaningful; Synopsys, Inc. trades at 74.7×. Synopsys, Inc. grew revenue faster over the last twelve months: 46.3% against 33.5%. Synopsys, Inc. has the higher net margin (11.4% vs −8.21%) and the higher return on invested capital (1.33% vs 0.00%). Across the 20 metrics below, Synopsys, Inc. leads on 15 and Cloudflare, Inc. on 5.
Valuation
Profitability
| Metric | NET | SNPS | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 72.58% | 72.38% | 61.23% |
| Operating margin | (14.11%) | 8.52% | 0.00% |
| Net margin | (8.21%) | 11.43% | 0.00% |
| Free cash flow margin | 12.53% | 29.18% | 1.67% |
| Return on equity | (14.43%) | 3.66% | 0.59% |
| Return on assets | (3.43%) | 2.24% | 0.00% |
| Return on invested capital | 0.00% | 1.33% | 0.00% |
Growth
Health
Dividend
Size
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