NET vs PANW
NET: Cloudflare operates a massive global cloud platform providing integrated network security, performance, and edge computing services. PANW: A comprehensive cloud-native cybersecurity platform provider delivering integrated threat prevention, detection, and response solutions for enterprises globally.
Side-by-side fundamentals
| Metric | NET | PANW | Edge |
|---|---|---|---|
| Price as of 2026-08-06 close | $284.43 | $359.49 | |
| Market cap as of 2026-08-08 | $105.7B | $293.0B | |
| P/E as of 2026-08-08 | n/a | 347.63 | |
| PEG as of 2026-08-08 | -6.76 | 20.17 | NET lower |
| Net margin as of 2026-08-08 | -3.7% | +8.0% | PANW higher |
| Gross margin as of 2026-08-08 | +73.3% | +71.9% | NET higher |
| Operating margin as of 2026-08-08 | -9.3% | +9.6% | PANW higher |
| ROE as of 2026-08-08 | -6.2% | +6.3% | PANW higher |
| ROA as of 2026-08-08 | -1.5% | +2.9% | PANW higher |
| Debt / equity as of 2026-08-08 | 2.14 | 0.05 | PANW lower |
| Revenue growth (YoY) as of 2026-08-08 | +31.6% | +19.5% | NET higher |
| Revenue CAGR (3y) SEC XBRL | +30.5% | +18.8% | NET higher |
| Beta as of 2026-08-08 | 1.68 | 0.94 | |
| 1-year return as of 2026-08-06 close | +32.0% | +107.9% | PANW higher |
Fundamentals: market data, as of 2026-08-08. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-06.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.