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NET vs. U: Cloudflare vs. Unity Software Stock Comparison

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

Company profile comparison for Cloudflare (NET) and Unity Software (U)
Profile ItemNETU
NameCloudflare, Inc. Class A Common StockUnity Software Inc.
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 USD22.85 billion USD
CurrencyUSDUSD
ExchangeNYSENYSE
Listing DateSeptember 13, 2019September 18, 2020
Security TypeCommon StockCommon Stock

Price Performance

Cumulative Growth

NET
U
GSPC
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Cloudflare (NET) vs. Unity Software (U), 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 Unity Software (U). Returns over one year are annualized.

Calendar-Year Returns

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

Performance Metrics

Price performance metrics for Cloudflare (NET) and Unity Software (U)
MetricNETU
Total Return (1Y)27.13%30.56%
Total Return (3Y, Annualized)68.21%27.46%
Total Return (5Y, Annualized)7.66%-21.16%

Risk Profile

Drawdown History

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

Risk Metrics

Risk profile metrics for Cloudflare (NET) and Unity Software (U)
MetricNETU
Volatility (1Y, Annualized)67.16%71.11%
Beta (5Y)1.341.97
Max Drawdown (5Y)-82.58%-93.07%
Avg. Volume (3M)3.45M10.92M

Risk-Adjusted Performance

Risk-Return Positioning

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NET and U 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 Unity Software (U)
MetricNETU
Sharpe Ratio (1Y)0.340.37
Sortino Ratio (1Y)0.480.51

Profitability

ROE (TTM)

Both Cloudflare (NET) at -17.00% and Unity Software (U) at -9.66% 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%

U

Software & Services industry group

-9.66%

Max
53.85%
Q3
17.90%
Median
6.59%
Q1
-9.59%
U
-9.66%
Min
-50.52%
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Cloudflare (NET) vs. Unity Software (U): A comparison of their ROE against the Software & Services industry group benchmark.

Net Margin (TTM)

Both Cloudflare (NET) at -8.75% and Unity Software (U) at -15.60% 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%

U

Software & Services industry group

-15.60%

Max
41.17%
Q3
15.28%
Median
4.63%
Q1
-5.42%
U
-15.60%
Min
-33.17%
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Cloudflare (NET) vs. Unity Software (U): 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 Unity Software (U) reports 16.95%, 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%

U

Software & Services industry group

16.95%

Max
46.89%
Q3
17.64%
U
16.95%
Median
8.73%
Q1
-2.13%
Min
-30.45%
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Cloudflare (NET) vs. Unity Software (U): A comparison of their operating margin against the Software & Services industry group benchmark.

Profitability Metrics

Profitability metrics for Cloudflare (NET) and Unity Software (U)
MetricNETU
ROE (TTM)-17.00%-9.66%
ROA (TTM)-2.00%-0.45%
Net Margin (TTM)-8.75%-15.60%
Operating Margin (TTM)-7.27%16.95%
Gross Margin (TTM)71.90%78.49%

Growth

Revenue Growth

Cloudflare (NET) at 29.85% sits in the top revenue growth quartile, while Unity Software (U) at 2.01% is in the bottom quartile, showing a clear gap in revenue momentum.

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Cloudflare (NET) vs. Unity Software (U): A comparison of their Revenue Growth across different time periods.

EPS Growth

Neither Cloudflare (NET) nor Unity Software (U) reports a EPS growth value for this period, so a direct comparison isn't possible.

Growth Metrics

Growth metrics for Cloudflare (NET) and Unity Software (U)
MetricNETU
Revenue Growth (YoY)29.85%2.01%
Revenue Growth (3Y CAGR)30.51%9.96%
EPS Growth (YoY)----
EPS Growth (3Y CAGR)----

Financial Strength

Current Ratio (MRQ)

Unity Software (U) at 2.17 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

U

Software & Services industry group

2.17

Max
5.11
Q3
2.77
U
2.17
Median
1.67
Q1
1.01
Min
0.03
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Cloudflare (NET) vs. Unity Software (U): A comparison of their current ratio against the Software & Services industry group benchmark.

Debt / Equity (MRQ)

Unity Software (U) at 0.66 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

U

Software & Services industry group

0.66

Max
2.52
Q3
1.13
U
0.66
Median
0.40
Q1
0.07
Min
0.00
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Cloudflare (NET) vs. Unity Software (U): 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 Unity Software (U)
MetricNETU
Current Ratio (MRQ)3.802.17
Debt / Equity (MRQ)3.210.66
Net Debt / EBITDA---0.86

Dividends

Dividend Yield (TTM)

Neither Cloudflare (NET) nor Unity Software (U) 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%

U

Software & Services industry group

0.00%

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

Dividend Payout Ratio (TTM)

Neither Cloudflare (NET) nor Unity Software (U) 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%

U

Software & Services industry group

0.00%

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

Dividend Metrics

Dividend metrics for Cloudflare (NET) and Unity Software (U)
MetricNETU
Dividend Yield (TTM)0.00%0.00%
Dividend Payout Ratio (TTM)0.00%0.00%

Valuation

P/E Ratio (TTM)

Neither Cloudflare (NET) nor Unity Software (U) 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
--

U

Software & Services industry group

--

Max
112.94
Q3
60.32
Median
32.91
Q1
18.77
Min
6.69
U
--
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Cloudflare (NET) vs. Unity Software (U): Neither stock reports P/E ratio, so the chart shows available benchmark boxes without value markers.

P/S Ratio (TTM)

Both look expensive on sales: Unity Software (U) at 10.48 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

U

Software & Services industry group

10.48

Max
17.91
U
10.48
Q3
8.78
Median
4.25
Q1
2.23
Min
0.02
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Cloudflare (NET) vs. Unity Software (U): A comparison of their P/S ratio against the Software & Services industry group benchmark.

P/B Ratio (MRQ)

Unity Software (U) at 7.03 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

U

Software & Services industry group

7.03

Max
16.63
Q3
8.50
U
7.03
Median
4.30
Q1
1.92
Min
-3.90
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Cloudflare (NET) vs. Unity Software (U): A comparison of their P/B ratio against the Software & Services industry group benchmark.

Valuation Metrics

Valuation metrics for Cloudflare (NET) and Unity Software (U)
MetricNETU
P/E Ratio (TTM)----
P/S Ratio (TTM)35.2410.48
P/B Ratio (MRQ)65.737.03
Free Cash Flow Yield (TTM)0.83%2.76%