NET vs. PTC: Cloudflare vs. PTC Stock Comparison
How do Cloudflare (NET) and PTC (PTC) 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 PTC (PTC) both fall under the Software & Services industry group, but NET is classified in IT Services while PTC is classified in Software.
| Profile Item | NET | PTC |
|---|---|---|
| Name | Cloudflare, Inc. Class A Common Stock | PTC Inc. |
| 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 | 21.19 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 13, 2019 | December 8, 1989 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | NET | PTC |
|---|---|---|
| Total Return (1Y) | 27.13% | 11.18% |
| Total Return (3Y, Annualized) | 68.21% | 9.59% |
| Total Return (5Y, Annualized) | 7.66% | 9.86% |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | NET | PTC |
|---|---|---|
| Volatility (1Y, Annualized) | 67.16% | 48.48% |
| Beta (5Y) | 1.34 | 0.90 |
| Max Drawdown (5Y) | -82.58% | -48.12% |
| Avg. Volume (3M) | 3.45M | 2.42M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | NET | PTC |
|---|---|---|
| Sharpe Ratio (1Y) | 0.34 | 0.14 |
| Sortino Ratio (1Y) | 0.48 | 0.27 |
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 PTC (PTC) reports 28.55%, 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%
PTC
Software & Services industry group
28.55%
- Max
- 53.85%
- PTC
- 28.55%
- 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 PTC (PTC) reports 37.80%, 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%
PTC
Software & Services industry group
37.80%
- Max
- 41.17%
- PTC
- 37.80%
- 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 PTC (PTC) reports 32.87%, 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%
PTC
Software & Services industry group
32.87%
- Max
- 46.89%
- PTC
- 32.87%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- Min
- -30.45%
Profitability Metrics
| Metric | NET | PTC |
|---|---|---|
| ROE (TTM) | -17.00% | 28.55% |
| ROA (TTM) | -2.00% | 8.86% |
| Net Margin (TTM) | -8.75% | 37.80% |
| Operating Margin (TTM) | -7.27% | 32.87% |
| Gross Margin (TTM) | 71.90% | 83.29% |
Growth
Revenue Growth
Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while PTC (PTC) at 19.18% is closer to the peer norm — faster top-line expansion for NET.
EPS Growth
Only one side can be read here: PTC (PTC) reports EPS growth of 96.79%, ranked against its industry; Cloudflare (NET) has no EPS growth figure this period.
Growth Metrics
| Metric | NET | PTC |
|---|---|---|
| Revenue Growth (YoY) | 29.85% | 19.18% |
| Revenue Growth (3Y CAGR) | 30.51% | 12.32% |
| EPS Growth (YoY) | -- | 96.79% |
| EPS Growth (3Y CAGR) | -- | 32.32% |
Financial Strength
Current Ratio (MRQ)
Short-term liquidity can only be read on one side of this pairing: Cloudflare (NET) shows current ratio of 3.80 against its industry benchmark, while PTC (PTC) has no reading this period.
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
PTC
Software & Services industry group
--
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- Q1
- 1.01
- Min
- 0.03
- PTC
- --
Debt / Equity (MRQ)
PTC (PTC) at 0.53 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.
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
PTC
Software & Services industry group
0.53
- Max
- 2.52
- Q3
- 1.13
- PTC
- 0.53
- Median
- 0.40
- Q1
- 0.07
- Min
- 0.00
Financial Strength Metrics
| Metric | NET | PTC |
|---|---|---|
| Current Ratio (MRQ) | 3.80 | -- |
| Debt / Equity (MRQ) | 3.21 | 0.53 |
| Net Debt / EBITDA | -- | 1.50 |
Dividends
Dividend Yield (TTM)
Neither Cloudflare (NET) nor PTC (PTC) 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%
PTC
Software & Services industry group
0.00%
- PTC
- 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 PTC (PTC) 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%
PTC
Software & Services industry group
0.00%
- PTC
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | NET | PTC |
|---|---|---|
| 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: PTC (PTC) trades at 21.84 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
- --
PTC
Software & Services industry group
21.84
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- PTC
- 21.84
- Q1
- 18.77
- Min
- 6.69
P/S Ratio (TTM)
PTC (PTC) at 7.75 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
PTC
Software & Services industry group
7.75
- Max
- 17.91
- Q3
- 8.78
- PTC
- 7.75
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
PTC (PTC) at 6.22 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
PTC
Software & Services industry group
6.22
- Max
- 16.63
- Q3
- 8.50
- PTC
- 6.22
- Median
- 4.30
- Q1
- 1.92
- Min
- -3.90
Valuation Metrics
| Metric | NET | PTC |
|---|---|---|
| P/E Ratio (TTM) | -- | 21.84 |
| P/S Ratio (TTM) | 35.24 | 7.75 |
| P/B Ratio (MRQ) | 65.73 | 6.22 |
| Free Cash Flow Yield (TTM) | 0.83% | -- |