NET vs ZS
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. ZS: Cloud-native security platform replacing traditional firewalls and VPNs to enable secure, seamless access to the internet and SaaS applications in a mobile, cloud-first, and AI-enabled world.
Side-by-side fundamentals
| Metric | NET | ZS | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $268.98 | $142.26 | |
| Market cap as of 2026-07-23 | $95.9B | $24.1B | |
| PEG as of 2026-07-23 | -243.53 | -113.91 | NET lower |
| Net margin as of 2026-07-23 | -3.7% | -2.4% | ZS higher |
| Gross margin as of 2026-07-23 | +73.3% | +76.7% | ZS higher |
| Operating margin as of 2026-07-23 | -9.3% | -4.7% | ZS higher |
| ROE as of 2026-07-23 | -6.2% | -3.7% | ZS higher |
| ROA as of 2026-07-23 | -1.5% | -1.2% | ZS higher |
| Debt / equity as of 2026-07-23 | 2.14 | 0.72 | ZS lower |
| Revenue growth (YoY) as of 2026-07-23 | +31.6% | +24.6% | NET higher |
| Revenue CAGR (3y) SEC XBRL | +30.5% | +34.8% | ZS higher |
| Beta as of 2026-07-23 | 1.69 | 0.93 | |
| 1-year return as of 2026-07-22 close | +41.2% | -50.2% | NET 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.