Elastic vs Cloudflare
ESTC and NET side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How ESTC and NET compare
Cloudflare is the larger company, worth 9.8 times as much as Elastic ($100.0B against $10.2B).
Cloudflare grew revenue faster over the last twelve months (33.5% versus 16.2% for Elastic).
Elastic keeps more of each dollar of sales as profit, with a net margin of 20.8% compared with −8.2% at Cloudflare.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | ESTC | NET |
|---|---|---|
| Size and price | ||
| Market cap | $10.2B | $100.0B |
| Share price | $97.28 | $280.70 |
| Change, 1 year | 12.6% | 23.4% |
| Change, 5 years | −42.1% | 42.3% |
| Beta (5Y) | 1.77 | 2.27 |
| Employees | 4,019 | 5,156 |
| StockData Score | ||
| Total score | 9 | 9 |
| Valuation score | 0 | 0 |
| Growth score | 4 (better) | 3 |
| Performance score | 3 (better) | 1 |
| Health score | 2 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 29.2× | – |
| P/S | 5.7× (better) | 39.8× |
| P/B | 7.9× (better) | 61.7× |
| P/FCF | 29.3× (better) | 287× |
| FCF yield | 3.4% (better) | 0.35% |
| Fair value | – | $76.27 |
| Margin of safety | – | −268% |
| Growth | ||
| Revenue growth (TTM) | 16.2% | 33.5% (better) |
| Revenue growth, 5Y average | 23.4% | 38.1% (better) |
| Profitability | ||
| Gross margin | 75.5% (better) | 72.6% |
| Operating margin | −2.6% (better) | −14.1% |
| Net margin | 20.8% (better) | −8.2% |
| FCF margin | 19.4% (better) | 13.9% |
| Return on equity | 33.1% (better) | −14.4% |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Interest coverage | −1.9× (better) | −30.9× |
| Current ratio | 1.81 | 1.82 (better) |
| Altman Z-score | 4.13 | 12.66 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Buyback yield | 3.7% | – |
| Shareholder yield | 3.7% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 87.6% | 79.9% |
| Held by insiders | 13.2% | 8.2% |
| Insider net buying, 12 months | −$111M (better) | −$660M |
| Short interest, % of float | 5.2% | 2.3% |
Go deeper
- ESTC stock overview
- ESTC income statement
- ESTC valuation and score
- NET stock overview
- NET income statement
- NET valuation and score
Other comparisons
- CRWD vs NET
- DBX vs NET
- DDOG vs NET
- DT vs ESTC
- DT vs NET
- ESTC vs MDB
- ESTC vs S
- GEN vs NET
- MDB vs NET
- NET vs OKTA
- NET vs RBLX
- NET vs TWLO
For information only, not investment advice. Check the source filings before relying on any figure.