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 12 times as much as Elastic ($112B against $9.2B).
Cloudflare grew revenue faster over the last twelve months (35.7% versus 16.2% for Elastic).
Elastic keeps more of each dollar of sales as profit, with a net margin of 20.8% compared with −8.7% at Cloudflare.
Elastic scores higher on the StockData Score (10 against 9 for Cloudflare), 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 | ESTC | NET |
|---|---|---|
| Size and price | ||
| Market cap | $9.2B | $112B |
| Share price | $87.31 | $315.00 |
| Change, 1 year | −6.2% | 31.0% |
| Change, 5 years | −50.2% | 49.3% |
| Beta (5Y) | 1.79 | 2.31 |
| Employees | 4,019 | 5,156 |
| StockData Score | ||
| Total score | 10 (better) | 9 |
| Valuation score | 1 (better) | 0 |
| Growth score | 4 (better) | 3 |
| Performance score | 3 (better) | 1 |
| Health score | 2 | 5 (better) |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/E | 26.2× | – |
| P/S | 5.1× (better) | 41.0× |
| P/B | 7.1× (better) | 76.6× |
| P/FCF | 26.3× (better) | 312× |
| FCF yield | 3.8% (better) | 0.32% |
| Fair value | – | $77.80 |
| Margin of safety | – | −305% |
| Growth | ||
| Revenue growth (TTM) | 16.2% | 35.7% (better) |
| Revenue growth, 5Y average | 23.4% | 38.1% (better) |
| Profitability | ||
| Gross margin | 75.5% (better) | 71.9% |
| Operating margin | −2.6% (better) | −14.1% |
| Net margin | 20.8% (better) | −8.7% |
| FCF margin | 19.4% (better) | 13.2% |
| Return on equity | 33.1% (better) | −17.0% |
| Financial health | ||
| Debt / equity | – | 0.00 |
| Interest coverage | −1.9× (better) | −31.8× |
| Current ratio | 1.81 | 3.80 (better) |
| Altman Z-score | 3.76 | 11.40 (better) |
| Piotroski F-score | 6 (better) | 5 |
| Dividends and buybacks | ||
| Buyback yield | 4.1% | – |
| Shareholder yield | 4.1% (better) | 0.00% |
| Ownership | ||
| Held by institutions | 87.6% | 79.9% |
| Held by insiders | 18.7% | 8.1% |
| Insider net buying, 12 months | −$435M (better) | −$638M |
| Short interest, % of float | 5.8% | 2.4% |
Go deeper
- ESTC stock overview
- ESTC income statement
- ESTC valuation and score
- NET stock overview
- NET income statement
- NET valuation and score
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For information only, not investment advice. Check the source filings before relying on any figure.