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FROG vs. NET: JFrog vs. Cloudflare Stock Comparison

How do JFrog (FROG) 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

JFrog (FROG) and Cloudflare (NET) both fall under the Software & Services industry group, but FROG is classified in Software while NET is classified in IT Services.

Company profile comparison for JFrog (FROG) and Cloudflare (NET)
Profile ItemFROGNET
NameJFrog Ltd.Cloudflare, Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustrySoftwareIT Services
GICS Sub-IndustrySystems SoftwareInternet Services & Infrastructure
Market Capitalization12.45 billion USD96.32 billion USD
CurrencyUSDUSD
ExchangeNasdaqNYSE
Listing DateSeptember 16, 2020September 13, 2019
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

FROG
NET
GSPC
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JFrog (FROG) vs. Cloudflare (NET), with S&P 500 (GSPC) for reference: Growth of a $10,000 investment over the past five years. Adjusted for dividends and splits.

Trailing Returns

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Trailing total returns for JFrog (FROG) and Cloudflare (NET). Returns over one year are annualized.

Calendar-Year Returns

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Calendar-year total returns for JFrog (FROG) and Cloudflare (NET). Each bar is that year's total return, measured year-end to year-end.

Performance Metrics

Price performance metrics for JFrog (FROG) and Cloudflare (NET)
MetricFROGNET
Total Return (1Y)77.72%27.13%
Total Return (3Y, Annualized)60.36%68.21%
Total Return (5Y, Annualized)22.50%7.66%

Risk Profile

Drawdown History

FROG
NET
GSPC
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JFrog (FROG) vs. Cloudflare (NET), with S&P 500 (GSPC) for reference: Drawdown from the running peak over the past five years. Each line shows the decline from its prior peak; 0% marks a new high.

Return Distribution

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Distribution of monthly total returns for JFrog (FROG) and Cloudflare (NET). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for JFrog (FROG) and Cloudflare (NET)
MetricFROGNET
Volatility (1Y, Annualized)80.78%67.16%
Beta (5Y)1.261.34
Max Drawdown (5Y)-56.17%-82.58%
Avg. Volume (3M)1.95M3.45M

Risk-Adjusted Performance

Risk-Return Positioning

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FROG and NET are plotted by 1-year volatility (risk) and 1-year return. The dashed Capital Allocation Line runs from the risk-free rate through the shared industry median.

Risk-Adjusted Metrics

Risk-adjusted metrics for JFrog (FROG) and Cloudflare (NET)
MetricFROGNET
Sharpe Ratio (1Y)0.910.34
Sortino Ratio (1Y)1.480.48

Profitability

ROE (TTM)

Both JFrog (FROG) at -2.26% and Cloudflare (NET) at -17.00% report negative ROE values. Negative ROE can reflect losses or negative shareholders’ equity, so both readings need extra context.

FROG

Software & Services industry group

-2.26%

Max
53.85%
Q3
17.90%
Median
6.59%
FROG
-2.26%
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%
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Both JFrog (FROG) at -3.28% and Cloudflare (NET) at -8.75% report negative net margin values, usually indicating net losses over the period.

FROG

Software & Services industry group

-3.28%

Max
41.17%
Q3
15.28%
Median
4.63%
FROG
-3.28%
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%
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their net margin against the Software & Services industry group benchmark.

Operating Margin (TTM)

Both JFrog (FROG) at -0.27% and Cloudflare (NET) at -7.27% report negative operating margin values, usually indicating operating losses over the period.

FROG

Software & Services industry group

-0.27%

Max
46.89%
Q3
17.64%
Median
8.73%
FROG
-0.27%
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%
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for JFrog (FROG) and Cloudflare (NET)
MetricFROGNET
ROE (TTM)-2.26%-17.00%
ROA (TTM)-1.85%-2.00%
Net Margin (TTM)-3.28%-8.75%
Operating Margin (TTM)-0.27%-7.27%
Gross Margin (TTM)78.44%71.90%

Growth

Revenue Growth

Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while JFrog (FROG) at 24.12% is closer to the peer norm — faster top-line expansion for NET.

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JFrog (FROG) vs. Cloudflare (NET): A comparison of their Revenue Growth across different time periods.

EPS Growth

Neither JFrog (FROG) nor Cloudflare (NET) reports a EPS growth value for this period, so a direct comparison isn't possible.

Growth Metrics

Growth metrics for JFrog (FROG) and Cloudflare (NET)
MetricFROGNET
Revenue Growth (YoY)24.12%29.85%
Revenue Growth (3Y CAGR)23.84%30.51%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

JFrog (FROG) at 2.15 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.

FROG

Software & Services industry group

2.15

Max
5.11
Q3
2.77
FROG
2.15
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
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

JFrog (FROG) at 0.11 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.

FROG

Software & Services industry group

0.11

Max
2.52
Q3
1.13
Median
0.40
FROG
0.11
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
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for JFrog (FROG) and Cloudflare (NET)
MetricFROGNET
Current Ratio (MRQ)2.153.80
Debt / Equity (MRQ)0.113.21
Net Debt / EBITDA----

Dividends

Dividend Yield (TTM)

Neither JFrog (FROG) nor Cloudflare (NET) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

FROG

Software & Services industry group

0.00%

FROG
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%
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their dividend yield against the Software & Services industry group benchmark.

Dividend Payout Ratio (TTM)

Neither JFrog (FROG) nor Cloudflare (NET) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.

FROG

Software & Services industry group

0.00%

FROG
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%
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for JFrog (FROG) and Cloudflare (NET)
MetricFROGNET
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Neither JFrog (FROG) nor Cloudflare (NET) reports a P/E ratio value for this period, so a direct comparison isn’t possible.

FROG

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
FROG
--

NET

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
NET
--
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JFrog (FROG) vs. Cloudflare (NET): Neither stock reports P/E ratio, so the chart shows available benchmark boxes without value markers.

P/S Ratio (TTM)

Investors are paying well above the peer range per dollar of sales for both JFrog (FROG) at 19.39 and Cloudflare (NET) at 35.24 — each P/S ratio clears its industry’s benchmark range.

FROG

Software & Services industry group

19.39

FROG
19.39
Max
17.91
Q3
8.78
Median
4.25
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
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Both look rich against book: JFrog (FROG) at 12.37 sits in the upper P/B ratio quartile, and Cloudflare (NET) at 65.73 prices even higher, above its industry range.

FROG

Software & Services industry group

12.37

Max
16.63
FROG
12.37
Q3
8.50
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
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JFrog (FROG) vs. Cloudflare (NET): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for JFrog (FROG) and Cloudflare (NET)
MetricFROGNET
P/E Ratio (TTM)----
P/S Ratio (TTM)19.3935.24
P/B Ratio (MRQ)12.3765.73
Free Cash Flow Yield (TTM)1.85%0.83%