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NET vs. PLTR: Cloudflare vs. Palantir Stock Comparison

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

Company profile comparison for Cloudflare (NET) and Palantir (PLTR)
Profile ItemNETPLTR
NameCloudflare, Inc. Class A Common StockPalantir Technologies Inc. Class A Common Stock
Country/RegionUnited StatesUnited States
GICS SectorInformation TechnologyInformation Technology
GICS Industry GroupSoftware & ServicesSoftware & Services
GICS IndustryIT ServicesSoftware
GICS Sub-IndustryInternet Services & InfrastructureApplication Software
Market Capitalization96.32 billion USD386.44 billion USD
CurrencyUSDUSD
ExchangeNYSENasdaq
Listing DateSeptember 13, 2019September 30, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

NET
PLTR
GSPC
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Cloudflare (NET) vs. Palantir (PLTR), 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 Palantir (PLTR). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Cloudflare (NET) and Palantir (PLTR)
MetricNETPLTR
Total Return (1Y)27.13%-4.94%
Total Return (3Y, Annualized)68.21%109.97%
Total Return (5Y, Annualized)7.66%47.47%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Cloudflare (NET) and Palantir (PLTR)
MetricNETPLTR
Volatility (1Y, Annualized)67.16%60.50%
Beta (5Y)1.341.63
Max Drawdown (5Y)-82.58%-75.26%
Avg. Volume (3M)3.45M27.20M

Risk-Adjusted Performance

Risk-Return Positioning

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NET and PLTR 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 Palantir (PLTR)
MetricNETPLTR
Sharpe Ratio (1Y)0.34-0.15
Sortino Ratio (1Y)0.48-0.24

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 Palantir (PLTR) reports 40.91%, 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%

PLTR

Software & Services industry group

40.91%

Max
53.85%
PLTR
40.91%
Q3
17.90%
Median
6.59%
Q1
-9.59%
Min
-50.52%
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Cloudflare (NET) vs. Palantir (PLTR): 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 Palantir (PLTR) reports 50.34%, 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%

PLTR

Software & Services industry group

50.34%

PLTR
50.34%
Max
41.17%
Q3
15.28%
Median
4.63%
Q1
-5.42%
Min
-33.17%
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Cloudflare (NET) vs. Palantir (PLTR): 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 Palantir (PLTR) reports 46.89%, 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%

PLTR

Software & Services industry group

46.89%

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

Profitability Metrics

Profitability metrics for Cloudflare (NET) and Palantir (PLTR)
MetricNETPLTR
ROE (TTM)-17.00%40.91%
ROA (TTM)-2.00%19.31%
Net Margin (TTM)-8.75%50.34%
Operating Margin (TTM)-7.27%46.89%
Gross Margin (TTM)71.90%84.74%

Growth

Revenue Growth

Both companies are growing quickly, but Palantir (PLTR) at 56.18% is the standout with revenue growth above its industry range; Cloudflare (NET) at 29.85% also sits in the top quartile.

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

EPS Growth

Only one side can be read here: Palantir (PLTR) reports EPS growth of 231.06%, ranked against its industry; Cloudflare (NET) has no EPS growth figure this period.

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

Growth Metrics

Growth metrics for Cloudflare (NET) and Palantir (PLTR)
MetricNETPLTR
Revenue Growth (YoY)29.85%56.18%
Revenue Growth (3Y CAGR)30.51%32.92%
EPS Growth (YoY)--231.06%
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Both Cloudflare (NET) at 3.80 and Palantir (PLTR) at 7.10 post current ratio above their industries’ typical mid-ranges — short-term liquidity appears comfortable, though unusually high readings can point to idle current assets.

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

PLTR

Software & Services industry group

7.10

PLTR
7.10
Max
5.11
Q3
2.77
Median
1.67
Q1
1.01
Min
0.03
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Cloudflare (NET) vs. Palantir (PLTR): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Palantir (PLTR) at 0.02 keeps leverage in the lower quartile, while Cloudflare (NET) at 3.21 is above its industry debt-to-equity ratio 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

PLTR

Software & Services industry group

0.02

Max
2.52
Q3
1.13
Median
0.40
Q1
0.07
PLTR
0.02
Min
0.00
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Cloudflare (NET) vs. Palantir (PLTR): 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 Palantir (PLTR)
MetricNETPLTR
Current Ratio (MRQ)3.807.10
Debt / Equity (MRQ)3.210.02
Net Debt / EBITDA---3.08

Dividends

Dividend Yield (TTM)

Neither Cloudflare (NET) nor Palantir (PLTR) 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%

PLTR

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Neither Cloudflare (NET) nor Palantir (PLTR) 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%

PLTR

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Cloudflare (NET) and Palantir (PLTR)
MetricNETPLTR
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: Palantir (PLTR) trades at 112.94 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
--

PLTR

Software & Services industry group

112.94

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

P/S Ratio (TTM)

Investors are paying well above the peer range per dollar of sales for both Cloudflare (NET) at 35.24 and Palantir (PLTR) at 53.02 — each P/S ratio clears its industry’s benchmark range.

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

PLTR

Software & Services industry group

53.02

PLTR
53.02
Max
17.91
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
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Cloudflare (NET) vs. Palantir (PLTR): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Measured against book value, both Cloudflare (NET) at 65.73 and Palantir (PLTR) at 34.41 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

PLTR

Software & Services industry group

34.41

PLTR
34.41
Max
16.63
Q3
8.50
Median
4.30
Q1
1.92
Min
-3.90
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Cloudflare (NET) vs. Palantir (PLTR): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Cloudflare (NET) and Palantir (PLTR)
MetricNETPLTR
P/E Ratio (TTM)--112.94
P/S Ratio (TTM)35.2453.02
P/B Ratio (MRQ)65.7334.41
Free Cash Flow Yield (TTM)0.83%0.69%