NET vs. NTNX: Cloudflare vs. Nutanix Stock Comparison
How do Cloudflare (NET) and Nutanix (NTNX) 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
Cloudflare (NET) and Nutanix (NTNX) both fall under the Software & Services industry group, but NET is classified in IT Services while NTNX is classified in Software.
| Profile Item | NET | NTNX |
|---|---|---|
| Name | Cloudflare, Inc. Class A Common Stock | Nutanix, 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 | Software |
| GICS Sub-Industry | Internet Services & Infrastructure | Application Software |
| Market Capitalization | 96.32 billion USD | 15.92 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 13, 2019 | September 30, 2016 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | NET | NTNX |
|---|---|---|
| Total Return (1Y) | 27.13% | -13.40% |
| Total Return (3Y, Annualized) | 68.21% | 17.34% |
| Total Return (5Y, Annualized) | 7.66% | 11.02% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | NET | NTNX |
|---|---|---|
| Volatility (1Y, Annualized) | 67.16% | 47.42% |
| Beta (5Y) | 1.34 | 0.74 |
| Max Drawdown (5Y) | -82.58% | -61.54% |
| Avg. Volume (3M) | 3.45M | 2.52M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | NET | NTNX |
|---|---|---|
| Sharpe Ratio (1Y) | 0.34 | -0.37 |
| Sortino Ratio (1Y) | 0.48 | -0.50 |
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 Nutanix (NTNX) reports 37,460.21%, ranking against industry peers normally.
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%
NTNX
Software & Services industry group
37,460.21%
- NTNX
- 37,460.21%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- Q1
- -9.59%
- 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 Nutanix (NTNX) reports 52.81%, ranking against industry peers normally.
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%
NTNX
Software & Services industry group
52.81%
- NTNX
- 52.81%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- 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 Nutanix (NTNX) reports 12.89%, ranking against industry peers normally.
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%
NTNX
Software & Services industry group
12.89%
- Max
- 46.89%
- Q3
- 17.64%
- NTNX
- 12.89%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | NET | NTNX |
|---|---|---|
| ROE (TTM) | -17.00% | 37,460.21% |
| ROA (TTM) | -2.00% | 4.51% |
| Net Margin (TTM) | -8.75% | 52.81% |
| Operating Margin (TTM) | -7.27% | 12.89% |
| Gross Margin (TTM) | 71.90% | 86.93% |
Growth
Revenue Growth
Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while Nutanix (NTNX) at 12.44% is closer to the peer norm — faster top-line expansion for NET.
EPS Growth
Only one side can be read here: Nutanix (NTNX) reports EPS growth of 695.38%, ranked against its industry; Cloudflare (NET) has no EPS growth figure this period.
Growth Metrics
| Metric | NET | NTNX |
|---|---|---|
| Revenue Growth (YoY) | 29.85% | 12.44% |
| Revenue Growth (3Y CAGR) | 30.51% | 15.27% |
| EPS Growth (YoY) | -- | 695.38% |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
Nutanix (NTNX) at 1.80 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.
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
NTNX
Software & Services industry group
1.80
- Max
- 5.11
- Q3
- 2.77
- NTNX
- 1.80
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
Both balance sheets lean debt-heavy versus peers, but NET is more stretched: Nutanix (NTNX) at 2.17 sits in the higher-leverage quartile and Cloudflare (NET) at 3.21 is above its industry benchmark range.
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
NTNX
Software & Services industry group
2.17
- Max
- 2.52
- NTNX
- 2.17
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | NET | NTNX |
|---|---|---|
| Current Ratio (MRQ) | 3.80 | 1.80 |
| Debt / Equity (MRQ) | 3.21 | 2.17 |
| Net Debt / EBITDA | -- | -2.26 |
Dividends
Dividend Yield (TTM)
Neither Cloudflare (NET) nor Nutanix (NTNX) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
NTNX
Software & Services industry group
0.00%
- NTNX
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Payout Ratio (TTM)
Neither Cloudflare (NET) nor Nutanix (NTNX) pays a dividend this period — they may reinvest, use buybacks, or simply not return cash through dividends.
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%
NTNX
Software & Services industry group
0.00%
- NTNX
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | NET | NTNX |
|---|---|---|
| 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: Nutanix (NTNX) trades at 11.29 times trailing earnings, ranked against its peers, while Cloudflare (NET) has no P/E ratio this period.
NET
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- NET
- --
NTNX
Software & Services industry group
11.29
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- NTNX
- 11.29
- Min
- 6.69
P/S Ratio (TTM)
Nutanix (NTNX) at 5.58 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.
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
NTNX
Software & Services industry group
5.58
- Max
- 17.91
- Q3
- 8.78
- NTNX
- 5.58
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
Measured against book value, both Cloudflare (NET) at 65.73 and Nutanix (NTNX) at 22.50 look expensive — each P/B ratio sits above its industry’s benchmark range.
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
NTNX
Software & Services industry group
22.50
- NTNX
- 22.50
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | NET | NTNX |
|---|---|---|
| P/E Ratio (TTM) | -- | 11.29 |
| P/S Ratio (TTM) | 35.24 | 5.58 |
| P/B Ratio (MRQ) | 65.73 | 22.50 |
| Free Cash Flow Yield (TTM) | 0.83% | 4.57% |