CTSH vs. NET: Cognizant vs. Cloudflare Stock Comparison
How do Cognizant (CTSH) 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
Cognizant (CTSH) and Cloudflare (NET) both belong to the IT Services industry, though CTSH is classified under IT Consulting & Other Services while NET falls under Internet Services & Infrastructure.
| Profile Item | CTSH | NET |
|---|---|---|
| Name | Cognizant Technology Solutions Corp. Class A Common Stock | 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 | IT Services | IT Services |
| GICS Sub-Industry | IT Consulting & Other Services | Internet Services & Infrastructure |
| Market Capitalization | 28.93 billion USD | 96.32 billion USD |
| Currency | USD | USD |
| Exchange | Nasdaq | NYSE |
| Listing Date | June 19, 1998 | September 13, 2019 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | CTSH | NET |
|---|---|---|
| Total Return (1Y) | -10.80% | 27.13% |
| Total Return (3Y, Annualized) | 1.40% | 68.21% |
| Total Return (5Y, Annualized) | -2.88% | 7.66% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | CTSH | NET |
|---|---|---|
| Volatility (1Y, Annualized) | 43.62% | 67.16% |
| Beta (5Y) | 0.83 | 1.34 |
| Max Drawdown (5Y) | -56.08% | -82.58% |
| Avg. Volume (3M) | 6.65M | 3.45M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | CTSH | NET |
|---|---|---|
| Sharpe Ratio (1Y) | -0.35 | 0.34 |
| Sortino Ratio (1Y) | -0.50 | 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 Cognizant (CTSH) reports 17.37%, ranking against industry peers normally.
CTSH
Software & Services industry group
17.37%
- Max
- 53.85%
- Q3
- 17.90%
- CTSH
- 17.37%
- 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 Cognizant (CTSH) reports 11.75%, ranking against industry peers normally.
CTSH
Software & Services industry group
11.75%
- Max
- 41.17%
- Q3
- 15.28%
- CTSH
- 11.75%
- 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 Cognizant (CTSH) reports 16.30%, ranking against industry peers normally.
CTSH
Software & Services industry group
16.30%
- Max
- 46.89%
- Q3
- 17.64%
- CTSH
- 16.30%
- 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 | CTSH | NET |
|---|---|---|
| ROE (TTM) | 17.37% | -17.00% |
| ROA (TTM) | 10.78% | -2.00% |
| Net Margin (TTM) | 11.75% | -8.75% |
| Operating Margin (TTM) | 16.30% | -7.27% |
| Gross Margin (TTM) | 33.42% | 71.90% |
Growth
Revenue Growth
Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while Cognizant (CTSH) at 6.95% is in the bottom quartile, showing a clear gap in revenue momentum.
EPS Growth
Only one side can be read here: Cognizant (CTSH) reports EPS growth of 1.11%, ranked against its industry; Cloudflare (NET) has no EPS growth figure this period.
Growth Metrics
| Metric | CTSH | NET |
|---|---|---|
| Revenue Growth (YoY) | 6.95% | 29.85% |
| Revenue Growth (3Y CAGR) | 2.80% | 30.51% |
| EPS Growth (YoY) | 1.11% | -- |
| EPS Growth (3Y CAGR) | 1.12% | -- |
Financial Strength
Current Ratio (MRQ)
Cognizant (CTSH) at 2.22 keeps current ratio within its industry’s typical mid-range, while Cloudflare (NET) at 3.80 sits above its industry’s typical mid-range — comfortable liquidity, though possibly with more idle current assets relative to peers.
CTSH
Software & Services industry group
2.22
- Max
- 5.11
- Q3
- 2.77
- CTSH
- 2.22
- Median
- 1.67
- Q1
- 1.01
- 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)
Cognizant (CTSH) at 0.14 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.
CTSH
Software & Services industry group
0.14
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- CTSH
- 0.14
- 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 | CTSH | NET |
|---|---|---|
| Current Ratio (MRQ) | 2.22 | 3.80 |
| Debt / Equity (MRQ) | 0.14 | 3.21 |
| Net Debt / EBITDA | 0.14 | -- |
Dividends
Dividend Yield (TTM)
Cloudflare (NET) pays no dividend (yield 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Cognizant (CTSH) reports a yield of 1.98%, ranking against industry peers normally.
CTSH
Software & Services industry group
1.98%
- CTSH
- 1.98%
- 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)
Cloudflare (NET) pays no dividend (payout 0.00%) — it may be reinvesting, using buybacks, or simply not returning cash through dividends. Meanwhile Cognizant (CTSH) reports a payout of 23.72%, ranking against industry peers normally.
CTSH
Software & Services industry group
23.72%
- CTSH
- 23.72%
- 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 | CTSH | NET |
|---|---|---|
| Dividend Yield (TTM) | 1.98% | 0.00% |
| Dividend Payout Ratio (TTM) | 23.72% | 0.00% |
Valuation
P/E Ratio (TTM)
An earnings multiple is available for just one side: Cognizant (CTSH) trades at 11.81 times trailing earnings, ranked against its peers, while Cloudflare (NET) has no P/E ratio this period.
CTSH
Software & Services industry group
11.81
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- CTSH
- 11.81
- 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)
Cognizant (CTSH) at 1.32 sits in the cheaper P/S ratio quartile while Cloudflare (NET) at 35.24 prices above its industry range — a wide gap in sales valuation between them.
CTSH
Software & Services industry group
1.32
- Max
- 17.91
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- CTSH
- 1.32
- 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)
Cognizant (CTSH) at 1.97 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.
CTSH
Software & Services industry group
1.97
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- CTSH
- 1.97
- 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 | CTSH | NET |
|---|---|---|
| P/E Ratio (TTM) | 11.81 | -- |
| P/S Ratio (TTM) | 1.32 | 35.24 |
| P/B Ratio (MRQ) | 1.97 | 65.73 |
| Free Cash Flow Yield (TTM) | 7.19% | 0.83% |