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 5.1 times as much as Unity Software ($112B against $21.9B).
Cloudflare grew revenue faster over the last twelve months (35.7% versus 20.9% for Unity Software).
Cloudflare keeps more of each dollar of sales as profit, with a net margin of −8.7% compared with −15.6% at Unity Software.
Cloudflare scores higher on the StockData Score (9 against 4 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 | $112B | $21.9B |
| Share price | $315.00 | $49.65 |
| Change, 1 year | 31.0% | 15.1% |
| Change, 5 years | 49.3% | −73.8% |
| Beta (5Y) | 2.31 | 2.52 |
| Employees | 5,156 | 4,412 |
| StockData Score | ||
| Total score | 9 (better) | 4 |
| Valuation score | 0 | 0 |
| Growth score | 3 (better) | 1 |
| Performance score | 1 | 1 |
| Health score | 5 (better) | 2 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 41.0× | 10.0× (better) |
| P/B | 76.6× | 6.7× (better) |
| EV/EBITDA | – | 480× |
| P/FCF | 312× | 36.0× (better) |
| FCF yield | 0.32% | 2.8% (better) |
| Fair value | $77.80 | $6.73 |
| Margin of safety | −305% (better) | −637% |
| Growth | ||
| Revenue growth (TTM) | 35.7% (better) | 20.9% |
| Revenue growth, 5Y average | 38.1% (better) | 19.1% |
| Profitability | ||
| Gross margin | 71.9% (better) | 67.7% |
| Operating margin | −14.1% (better) | −17.9% |
| Net margin | −8.7% (better) | −15.6% |
| FCF margin | 13.2% | 27.8% (better) |
| Return on equity | −17.0% | −10.5% (better) |
| Return on invested capital | – | −32.4% |
| Financial health | ||
| Debt / equity | 0.00 | – |
| Interest coverage | −31.8× | −16.1× (better) |
| Current ratio | 3.80 (better) | 2.16 |
| Altman Z-score | 11.40 (better) | 3.39 |
| 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 | 8.1% | 20.4% |
| Insider net buying, 12 months | −$638M | −$71.4M (better) |
| Superinvestors holding | – | 2 |
| Short interest, % of float | 2.4% | 8.9% |
Go deeper
- NET stock overview
- NET income statement
- NET valuation and score
- U stock overview
- U income statement
- U valuation and score
Other comparisons
- ACIW vs NET
- BSY vs U
- CRWD vs NET
- DBX vs NET
- DDOG vs NET
- DT vs NET
- FIG vs U
- 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.