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NET vs. ORCL: Cloudflare vs. Oracle Stock Comparison

How do Cloudflare (NET) and Oracle (ORCL) 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 Oracle (ORCL) both fall under the Software & Services industry group, but NET is classified in IT Services while ORCL is classified in Software.

Company profile comparison for Cloudflare (NET) and Oracle (ORCL)
Profile ItemNETORCL
NameCloudflare, Inc. Class A Common StockOracle Corporation
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustryIT ServicesSoftware
GICS Sub-IndustryInternet Services & InfrastructureSystems Software
Market Capitalization96.32 billion USD361.97 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 13, 2019March 12, 1986
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

NET
ORCL
GSPC
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Cloudflare (NET) vs. Oracle (ORCL), 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 Cloudflare (NET) and Oracle (ORCL). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Cloudflare (NET) and Oracle (ORCL)
MetricNETORCL
Total Return (1Y)27.13%-49.72%
Total Return (3Y, Annualized)68.21%3.11%
Total Return (5Y, Annualized)7.66%6.07%

Risk Profile

Drawdown History

NET
ORCL
GSPC
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Cloudflare (NET) vs. Oracle (ORCL), 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 Cloudflare (NET) and Oracle (ORCL). Each bar is the share of months whose return fell in that 5% bucket.

Risk Metrics

Risk profile metrics for Cloudflare (NET) and Oracle (ORCL)
MetricNETORCL
Volatility (1Y, Annualized)67.16%59.45%
Beta (5Y)1.341.80
Max Drawdown (5Y)-82.58%-64.58%
Avg. Volume (3M)3.45M33.24M

Risk-Adjusted Performance

Risk-Return Positioning

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NET and ORCL 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 Cloudflare (NET) and Oracle (ORCL)
MetricNETORCL
Sharpe Ratio (1Y)0.34-0.91
Sortino Ratio (1Y)0.48-1.29

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 Oracle (ORCL) reports 41.19%, 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%

ORCL

Software & Services industry group

41.19%

Max
53.85%
ORCL
41.19%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Cloudflare (NET) reports a negative net margin of -8.75%, usually indicating a net loss over the period. Meanwhile Oracle (ORCL) reports 26.36%, 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%

ORCL

Software & Services industry group

26.36%

Max
41.17%
ORCL
26.36%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their net margin against the Software & Services industry group benchmark.

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 Oracle (ORCL) reports 35.63%, 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%

ORCL

Software & Services industry group

35.63%

Max
46.89%
ORCL
35.63%
Q3
17.64%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Cloudflare (NET) and Oracle (ORCL)
MetricNETORCL
ROE (TTM)-17.00%41.19%
ROA (TTM)-2.00%6.36%
Net Margin (TTM)-8.75%26.36%
Operating Margin (TTM)-7.27%35.63%
Gross Margin (TTM)71.90%63.96%

Growth

Revenue Growth

Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while Oracle (ORCL) at 17.35% is closer to the peer norm — faster top-line expansion for NET.

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

EPS Growth

Only one side can be read here: Oracle (ORCL) reports EPS growth of 34.33%, ranked against its industry; Cloudflare (NET) has no EPS growth figure this period.

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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their EPS Growth across different time periods.

Growth Metrics

Growth metrics for Cloudflare (NET) and Oracle (ORCL)
MetricNETORCL
Revenue Growth (YoY)29.85%17.35%
Revenue Growth (3Y CAGR)30.51%10.48%
EPS Growth (YoY)--34.33%
EPS Growth (3Y CAGR)--23.84%

Financial Strength

Current Ratio (MRQ)

Oracle (ORCL) at 1.17 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

ORCL

Software & Services industry group

1.17

Max
5.11
Q3
2.77
Median
1.67
ORCL
1.17
Q1
1.01
Min
0.03
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Both balance sheets lean debt-heavy versus peers, but NET is more stretched: Oracle (ORCL) at 2.52 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

ORCL

Software & Services industry group

2.52

ORCL
2.52
Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
Min
0.00
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their debt-to-equity ratio against the Software & Services industry group benchmark.

Financial Strength Metrics

Financial strength metrics for Cloudflare (NET) and Oracle (ORCL)
MetricNETORCL
Current Ratio (MRQ)3.801.17
Debt / Equity (MRQ)3.212.52
Net Debt / EBITDA--3.84

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 Oracle (ORCL) reports a yield of 1.74%, ranking against industry peers normally.

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%

ORCL

Software & Services industry group

1.74%

ORCL
1.74%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their dividend yield against the Software & Services industry group benchmark.

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 Oracle (ORCL) reports a payout of 31.35%, ranking against industry peers normally.

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%

ORCL

Software & Services industry group

31.35%

ORCL
31.35%
Max
0.00%
Q3
0.00%
Median
0.00%
Q1
0.00%
Min
0.00%
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their payout ratio against the Software & Services industry group benchmark.

Dividend Metrics

Dividend metrics for Cloudflare (NET) and Oracle (ORCL)
MetricNETORCL
Dividend Yield (TTM)0.00%1.74%
Dividend Payout Ratio (TTM)0.00%31.35%

Valuation

P/E Ratio (TTM)

An earnings multiple is available for just one side: Oracle (ORCL) trades at 18.20 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
--

ORCL

Software & Services industry group

18.20

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
ORCL
18.20
Min
6.69
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Cloudflare (NET) vs. Oracle (ORCL): NET does not report P/E ratio, so it has no value marker; ORCL is benchmarked against the Software & Services industry group.

P/S Ratio (TTM)

Oracle (ORCL) at 5.04 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

ORCL

Software & Services industry group

5.04

Max
17.91
Q3
8.78
ORCL
5.04
Median
4.25
Q1
2.23
Min
0.02
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Oracle (ORCL) at 5.68 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.

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

ORCL

Software & Services industry group

5.68

Max
16.63
Q3
8.50
ORCL
5.68
Median
4.30
Q1
1.92
Min
-3.90
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Cloudflare (NET) vs. Oracle (ORCL): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Cloudflare (NET) and Oracle (ORCL)
MetricNETORCL
P/E Ratio (TTM)--18.20
P/S Ratio (TTM)35.245.04
P/B Ratio (MRQ)65.735.68
Free Cash Flow Yield (TTM)0.83%-12.67%