NET vs OKTA
NET: Cloudflare operates a global edge network that consolidates security, performance, and reliability for businesses moving to the cloud, increasingly enabling AI-powered applications at scale. OKTA: The leading independent identity and access management platform securing workforce and customer authentication for organizations navigating cloud, mobile, and AI transformation.
Side-by-side fundamentals
| Metric | NET | OKTA | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $268.98 | $136.69 | |
| Market cap as of 2026-07-23 | $95.9B | $24.0B | |
| P/E as of 2026-07-23 | n/a | 97.32 | |
| PEG as of 2026-07-23 | -243.53 | 7.46 | NET lower |
| Net margin as of 2026-07-23 | -3.7% | +8.2% | OKTA higher |
| Gross margin as of 2026-07-23 | +73.3% | +77.4% | OKTA higher |
| Operating margin as of 2026-07-23 | -9.3% | +5.5% | OKTA higher |
| ROE as of 2026-07-23 | -6.2% | +3.6% | OKTA higher |
| ROA as of 2026-07-23 | -1.5% | +2.6% | OKTA higher |
| Debt / equity as of 2026-07-23 | 2.14 | 0.05 | OKTA lower |
| Revenue growth (YoY) as of 2026-07-23 | +31.6% | +11.8% | NET higher |
| Revenue CAGR (3y) SEC XBRL | +30.5% | +16.3% | NET higher |
| Beta as of 2026-07-23 | 1.69 | 0.76 | |
| 1-year return as of 2026-07-22 close | +41.2% | +42.9% | OKTA higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.