Cloudflare vs Unity Software
NET and U 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 NET and U compare
Cloudflare is the larger company, worth 6.0 times as much as Unity Software ($100.0B against $16.6B).
Cloudflare grew revenue faster over the last twelve months (33.5% versus 14.0% for Unity Software).
Cloudflare keeps more of each dollar of sales as profit, with a net margin of −8.2% compared with −29.0% at Unity Software.
Cloudflare scores higher on the StockData Score (9 against 3 for Unity Software), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | NET | U |
|---|---|---|
| Size and price | ||
| Market cap | $100.0B | $16.6B |
| Share price | $280.70 | $37.70 |
| Change, 1 year | 23.4% | 1.5% |
| Change, 5 years | 42.3% | −75.2% |
| Beta (5Y) | 2.27 | 2.60 |
| Employees | 5,156 | 4,412 |
| StockData Score | ||
| Total score | 9 (better) | 3 |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 1 |
| Performance score | 1 | 1 |
| Health score | 5 (better) | 1 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 39.8× | 8.2× (better) |
| P/B | 61.7× | 5.5× (better) |
| P/FCF | 287× | 30.8× (better) |
| FCF yield | 0.35% | 3.2% (better) |
| Fair value | $76.27 | $24.28 |
| Margin of safety | −268% | −55.3% (better) |
| Growth | ||
| Revenue growth (TTM) | 33.5% (better) | 14.0% |
| Revenue growth, 5Y average | 38.1% (better) | 19.1% |
| Profitability | ||
| Gross margin | 72.6% (better) | 64.9% |
| Operating margin | −14.1% (better) | −30.4% |
| Net margin | −8.2% (better) | −29.0% |
| FCF margin | 13.9% | 26.5% (better) |
| Return on equity | −14.4% (better) | −18.9% |
| Return on invested capital | – | −44.9% |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Interest coverage | −30.9× | −25.5× (better) |
| Current ratio | 1.82 | 2.03 (better) |
| Altman Z-score | 12.66 (better) | 2.31 |
| Piotroski F-score | 5 | 6 (better) |
| Dividends and buybacks | ||
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 79.9% | 84.7% |
| Held by insiders | 8.2% | 20.2% |
| Insider net buying, 12 months | −$660M | −$86.2M (better) |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 2.3% | 8.0% |
Go deeper
- NET stock overview
- NET income statement
- NET valuation and score
- U stock overview
- U income statement
- U valuation and score
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For information only, not investment advice. Check the source filings before relying on any figure.