NET vs. SAIL: Cloudflare vs. SailPoint Stock Comparison
How do Cloudflare (NET) and SailPoint (SAIL) 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 SailPoint (SAIL) both fall under the Software & Services industry group, but NET is classified in IT Services while SAIL is classified in Software.
Cloudflare (NET) has been public since September 13, 2019, giving it a longer listed trading history, while SailPoint (SAIL) listed on February 13, 2025 and still has a shorter public-market record.
| Profile Item | NET | SAIL |
|---|---|---|
| Name | Cloudflare, Inc. Class A Common Stock | SailPoint, 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 | 10.97 billion USD |
| Currency | USD | USD |
| Exchange | NYSE | Nasdaq |
| Listing Date | September 13, 2019 | February 13, 2025 |
| Security Type | Common Stock | Common Stock |
Price Performance
Cumulative Growth
Trailing Returns
Calendar-Year Returns
Performance Metrics
| Metric | NET | SAIL |
|---|---|---|
| Total Return (1Y) | 27.13% | 0.45% |
| Total Return (3Y, Annualized) | 68.21% | -- |
| Total Return (5Y, Annualized) | 7.66% | -- |
Risk Profile
Drawdown History
Return Distribution
Risk Metrics
| Metric | NET | SAIL |
|---|---|---|
| Volatility (1Y, Annualized) | 67.16% | 65.26% |
| Beta (5Y) | 1.34 | 2.06 |
| Max Drawdown (5Y) | -82.58% | -59.18% |
| Avg. Volume (3M) | 3.45M | 4.36M |
Risk-Adjusted Performance
Risk-Return Positioning
Risk-Adjusted Metrics
| Metric | NET | SAIL |
|---|---|---|
| Sharpe Ratio (1Y) | 0.34 | -0.06 |
| Sortino Ratio (1Y) | 0.48 | -0.08 |
Profitability
ROE (TTM)
Both Cloudflare (NET) at -17.00% and SailPoint (SAIL) at -2.88% report negative ROE values. Negative ROE can reflect losses or negative shareholders’ equity, so both readings need extra context.
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%
SAIL
Software & Services industry group
-2.88%
- Max
- 53.85%
- Q3
- 17.90%
- Median
- 6.59%
- SAIL
- -2.88%
- Q1
- -9.59%
- Min
- -50.52%
Net Margin (TTM)
Both Cloudflare (NET) at -8.75% and SailPoint (SAIL) at -16.92% report negative net margin values, usually indicating net losses over the period.
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%
SAIL
Software & Services industry group
-16.92%
- Max
- 41.17%
- Q3
- 15.28%
- Median
- 4.63%
- Q1
- -5.42%
- SAIL
- -16.92%
- Min
- -33.17%
Operating Margin (TTM)
Both Cloudflare (NET) at -7.27% and SailPoint (SAIL) at -18.85% report negative operating margin values, usually indicating operating losses over the period.
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%
SAIL
Software & Services industry group
-18.85%
- Max
- 46.89%
- Q3
- 17.64%
- Median
- 8.73%
- Q1
- -2.13%
- SAIL
- -18.85%
- Min
- -30.45%
Profitability Metrics
| Metric | NET | SAIL |
|---|---|---|
| ROE (TTM) | -17.00% | -2.88% |
| ROA (TTM) | -2.00% | -1.83% |
| Net Margin (TTM) | -8.75% | -16.92% |
| Operating Margin (TTM) | -7.27% | -18.85% |
| Gross Margin (TTM) | 71.90% | 66.27% |
Growth
Revenue Growth
Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while SailPoint (SAIL) at 24.35% is closer to the peer norm — faster top-line expansion for NET.
EPS Growth
Neither Cloudflare (NET) nor SailPoint (SAIL) reports a EPS growth value for this period, so a direct comparison isn't possible.
Growth Metrics
| Metric | NET | SAIL |
|---|---|---|
| Revenue Growth (YoY) | 29.85% | 24.35% |
| Revenue Growth (3Y CAGR) | 30.51% | -- |
| EPS Growth (YoY) | -- | -- |
| EPS Growth (3Y CAGR) | -- | -- |
Financial Strength
Current Ratio (MRQ)
SailPoint (SAIL) at 1.23 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
SAIL
Software & Services industry group
1.23
- Max
- 5.11
- Q3
- 2.77
- Median
- 1.67
- SAIL
- 1.23
- Q1
- 1.01
- Min
- 0.03
Debt / Equity (MRQ)
SailPoint (SAIL) at 0.00 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
SAIL
Software & Services industry group
0.00
- Max
- 2.52
- Q3
- 1.13
- Median
- 0.40
- Q1
- 0.07
- SAIL
- 0.00
- Min
- 0.00
Financial Strength Metrics
| Metric | NET | SAIL |
|---|---|---|
| Current Ratio (MRQ) | 3.80 | 1.23 |
| Debt / Equity (MRQ) | 3.21 | 0.00 |
| Net Debt / EBITDA | -- | -- |
Dividends
Dividend Yield (TTM)
Neither Cloudflare (NET) nor SailPoint (SAIL) 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%
SAIL
Software & Services industry group
0.00%
- SAIL
- 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 SailPoint (SAIL) 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%
SAIL
Software & Services industry group
0.00%
- SAIL
- 0.00%
- Max
- 0.00%
- Q3
- 0.00%
- Median
- 0.00%
- Q1
- 0.00%
- Min
- 0.00%
Dividend Metrics
| Metric | NET | SAIL |
|---|---|---|
| Dividend Yield (TTM) | 0.00% | 0.00% |
| Dividend Payout Ratio (TTM) | 0.00% | 0.00% |
Valuation
P/E Ratio (TTM)
Neither Cloudflare (NET) nor SailPoint (SAIL) reports a P/E ratio value for this period, so a direct comparison isn’t possible.
NET
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- NET
- --
SAIL
Software & Services industry group
--
- Max
- 112.94
- Q3
- 60.32
- Median
- 32.91
- Q1
- 18.77
- Min
- 6.69
- SAIL
- --
P/S Ratio (TTM)
Both look expensive on sales: SailPoint (SAIL) at 9.41 sits in the upper P/S ratio quartile, and Cloudflare (NET) at 35.24 prices even higher, above its industry 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
SAIL
Software & Services industry group
9.41
- Max
- 17.91
- SAIL
- 9.41
- Q3
- 8.78
- Median
- 4.25
- Q1
- 2.23
- Min
- 0.02
P/B Ratio (MRQ)
SailPoint (SAIL) at 1.60 sits in the lower P/B ratio quartile relative to book while Cloudflare (NET) at 65.73 prices above its industry range — a wide valuation gap against assets.
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
SAIL
Software & Services industry group
1.60
- Max
- 16.63
- Q3
- 8.50
- Median
- 4.30
- Q1
- 1.92
- SAIL
- 1.60
- Min
- -3.90
Valuation Metrics
| Metric | NET | SAIL |
|---|---|---|
| P/E Ratio (TTM) | -- | -- |
| P/S Ratio (TTM) | 35.24 | 9.41 |
| P/B Ratio (MRQ) | 65.73 | 1.60 |
| Free Cash Flow Yield (TTM) | 0.83% | 3.09% |