ADBE vs. NET: Adobe vs. Cloudflare Stock Comparison
How do Adobe (ADBE) and Cloudflare (NET) stack up? This page sets them side by side across company profile, performance and risk, profitability, growth, financial strength, dividends, and valuation, with selected fundamentals also measured against each stock's industry-group peers.
Company Profile
Adobe (ADBE) and Cloudflare (NET) both fall under the Software & Services industry group, but ADBE is classified in Software while NET is classified in IT Services.
| Profile Item | ADBE | NET |
|---|---|---|
| Name | Adobe Inc. | Cloudflare, Inc. Class A Common Stock |
| Country/Region | United States | United States |
| GICS Sector | Information Technology | Information Technology |
| GICS Industry Group | Software & Services | Software & Services |
| GICS Industry | Software | IT Services |
| GICS Sub-Industry | Application Software | Internet Services & Infrastructure |
| Market Capitalization | 93.14 billion USD | 96.32 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | August 13, 1986 | September 13, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | ADBE | NET |
|---|---|---|
| Total Return (1Y) | -27.09% | 27.13% |
| Total Return (3Y, Annualized) | -25.55% | 68.21% |
| Total Return (5Y, Annualized) | -18.62% | 7.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | ADBE | NET |
|---|---|---|
| Volatility (1Y, Annualized) | 41.62% | 67.16% |
| Beta (5Y) | 1.38 | 1.34 |
| Max Drawdown (5Y) | -71.90% | -82.58% |
| Avg. Volume (3M) | 4.61M | 3.45M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | ADBE | NET |
|---|---|---|
| Sharpe Ratio (1Y) | -0.75 | 0.34 |
| Sortino Ratio (1Y) | -1.04 | 0.48 |
Profitability
ROE (TTM)
Cloudflare (NET) reports a negative ROE of -17.00%; negative ROE can reflect losses or negative shareholders’ equity, so it is harder to read as capital efficiency. Meanwhile Adobe (ADBE) reports 61.90%, ranking against industry peers normally.
ADBE
Software & Services industry group
61.90%
- ADBE
- 61.90%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- Min
- -50.52%
NET
Software & Services industry group
-17.00%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- NET
- -17.00%
- Min
- -50.52%
Net Margin (TTM)
Cloudflare (NET) reports a negative net margin of -8.75%, usually indicating a net loss over the period. Meanwhile Adobe (ADBE) reports 28.05%, ranking against industry peers normally.
ADBE
Software & Services industry group
28.05%
- Max
- 41.17%
- ADBE
- 28.05%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- Min
- -33.17%
NET
Software & Services industry group
-8.75%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- NET
- -8.75%
- Min
- -33.17%
Operating Margin (TTM)
Cloudflare (NET) reports a negative operating margin of -7.27%, usually indicating that operating costs exceeded revenue at the operating-income line. Meanwhile Adobe (ADBE) reports 34.82%, ranking against industry peers normally.
ADBE
Software & Services industry group
34.82%
- Max
- 46.89%
- ADBE
- 34.82%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
NET
Software & Services industry group
-7.27%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- NET
- -7.27%
- Min
- -30.45%
Profitability Metrics
| Metric | ADBE | NET |
|---|---|---|
| ROE (TTM) | 61.90% | -17.00% |
| ROA (TTM) | 20.08% | -2.00% |
| Net Margin (TTM) | 28.05% | -8.75% |
| Operating Margin (TTM) | 34.82% | -7.27% |
| Gross Margin (TTM) | 89.25% | 71.90% |
Growth
Revenue Growth
Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while Adobe (ADBE) at 10.53% is closer to the peer norm — faster top-line expansion for NET.
EPS Growth
Only one side can be read here: Adobe (ADBE) reports EPS growth of 35.11%, ranked against its industry; Cloudflare (NET) has no EPS growth figure this period.
Growth Metrics
| Metric | ADBE | NET |
|---|---|---|
| Revenue Growth (YoY) | 10.53% | 29.85% |
| Revenue Growth (3Y CAGR) | 10.52% | 30.51% |
| EPS Growth (YoY) | 35.11% | -- |
| EPS Growth (3Y CAGR) | 18.25% | -- |
Financial Strength
Current Ratio (MRQ)
Cloudflare (NET) at 3.80 carries current ratio above its industry’s typical mid-range, while Adobe (ADBE) at 0.77 runs in the tighter-liquidity quartile — different working-capital profiles, both worth examining.
ADBE
Software & Services industry group
0.77
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- ADBE
- 0.77
- Min
- 0.03
NET
Software & Services industry group
3.80
- Max
- 5.11
- NET
- 3.80
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Adobe (ADBE) at 0.58 is near its industry mid-range for debt-to-equity ratio, while Cloudflare (NET) at 3.21 sits above its benchmark range, pointing to a heavier debt load relative to equity.
ADBE
Software & Services industry group
0.58
- Max
- 2.52
- Q3
- 1.13
- ADBE
- 0.58
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
NET
Software & Services industry group
3.21
- NET
- 3.21
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | ADBE | NET |
|---|---|---|
| Current Ratio (MRQ) | 0.77 | 3.80 |
| Debt / Equity (MRQ) | 0.58 | 3.21 |
| Net Debt / EBITDA | 0.12 | -- |
Dividends
Dividend Yield (TTM)
Neither Adobe (ADBE) nor Cloudflare (NET) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
ADBE
Software & Services industry group
0.00%
- ADBE
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
NET
Software & Services industry group
0.00%
- NET
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Adobe (ADBE) nor Cloudflare (NET) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
ADBE
Software & Services industry group
0.00%
- ADBE
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
NET
Software & Services industry group
0.00%
- NET
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | ADBE | NET |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Adobe (ADBE) trades at 13.36 times trailing earnings, ranked against its peers, while Cloudflare (NET) has no P/E ratio this period.
ADBE
Software & Services industry group
13.36
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- ADBE
- 13.36
- Min
- 6.69
NET
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- NET
- --
P/S Ratio (TTM)
Adobe (ADBE) at 3.59 prices around its industry’s typical P/S ratio, while Cloudflare (NET) at 35.24 clears its benchmark range — NET looks notably rich on sales.
ADBE
Software & Services industry group
3.59
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- ADBE
- 3.59
- Q1
- 2.23
- Min
- 0.02
NET
Software & Services industry group
35.24
- NET
- 35.24
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Adobe (ADBE) at 7.95 sits near its industry’s typical P/B ratio, while Cloudflare (NET) at 65.73 prices above its benchmark range — NET looks rich relative to book.
ADBE
Software & Services industry group
7.95
- Max
- 16.63
- Q3
- 8.50
- ADBE
- 7.95
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
NET
Software & Services industry group
65.73
- NET
- 65.73
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | ADBE | NET |
|---|---|---|
| P/E Ratio (TTM) | 13.36 | -- |
| P/S Ratio (TTM) | 3.59 | 35.24 |
| P/B Ratio (MRQ) | 7.95 | 65.73 |
| Free Cash Flow Yield (TTM) | 10.03% | 0.83% |