Cloudflare, Inc. (NET) vs Block, Inc. (XYZ)
- Cloudflare, Inc. NET 355.01 −1.25%
- Block, Inc. XYZ 76.54 +0.41%
Cloudflare, Inc. and Block, Inc. are both Software Infrastructure companies. Cloudflare, Inc. is the larger, with a market value of $129.0B against $45.8B — 2.8× the size. Cloudflare, Inc. has negative trailing earnings, so its P/E is not meaningful; Block, Inc. trades at 132×. Cloudflare, Inc. grew revenue faster over the last twelve months: 33.5% against 5.07%. Block, Inc. has the higher net margin (1.43% vs −8.21%) and the higher return on invested capital (3.43% vs 0.00%). Across the 20 metrics below, Block, Inc. leads on 15 and Cloudflare, Inc. on 5.
Valuation
Profitability
| Metric | NET | XYZ | Software Infrastructure median |
|---|---|---|---|
| Gross margin | 72.58% | 46.36% | 61.00% |
| Operating margin | (14.11%) | 4.67% | 0.00% |
| Net margin | (8.21%) | 1.43% | 0.00% |
| Free cash flow margin | 12.53% | 15.50% | 1.67% |
| Return on equity | (14.43%) | 1.62% | 0.60% |
| Return on assets | (3.43%) | 0.94% | 0.00% |
| Return on invested capital | 0.00% | 3.43% | 0.00% |
Growth
Health
Dividend
Size
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