NET vs PANW
as of Friday's close
- NETBuy moresales growth, past year36%
Cloudflare's sales grew 36% over the past year, and the stock rose 14% over the past five trading days, far more than other software stocks (up 1.8%).
- PANWBuy morein the past month−19%
Palo Alto Networks fell 19% over the past month, far more than other software stocks (down 7.5%), but its sales grew 24% over the past year.
Percent return
- NET+43.21%
- PANW+57.37%
Nov 13, 2025 to Nov 13, 2026
Where they differ
- Company size: NET $95.7B, PANW $257B.
- Sales growth, 1 yr: NET +36%, PANW +25%. NET is ahead.
- Price for $1 of next year's profit: NET $156, PANW $75. PANW is ahead.
- Profit per $1 of sales: NET −8¢, PANW 7¢. PANW is ahead.
- Cash minus debt: NET +$421M, PANW +$504M. PANW is ahead.
- Price change, 1 yr: NET +43%, PANW +57%. PANW is ahead. S&P 500 +13%.
- How much the price swings: NET 64%, PANW 59%. PANW is ahead.
| Measure | NETCloudflare | PANWPalo Alto Networks |
|---|---|---|
| Price and returns | ||
| Price | $305.72 | $322.10 |
| Friday | −4.01% | Best in this row: −0.17% |
| 1 month | Best in this row: −12.05% | −18.84% |
| 3 months | Best in this row: −7.59% | −18.66% |
| This year | +55.12% | Best in this row: +74.94% |
| 1 year | +43.21% | Best in this row: +57.37% |
| 5 years | +49.35% | Best in this row: +275.29% |
| From 52-week high | −15.3% | −23.3% |
| How much it swings (90 days) | 64% | Best in this row: 59% |
| Valuation | ||
| Market value | $95.7B | $257B |
| Price vs last year's earnings | – | 612.4× |
| Price vs next year's expected earnings | 155.7× | Best in this row: 75.1× |
| Price vs earnings, adjusted for growth | Best in this row: 4.62× | 5.88× |
| Price to sales | 35.2× | Best in this row: 22.3× |
| Price vs cash it brings in | 272.9× | Best in this row: 62.3× |
| Company value vs operating profit | – | 164.0× |
| Price vs earnings, against its own past (0 = cheapest) | – | Highest |
| Growth | ||
| Revenue growth, 1 year | Best in this row: +35.7% | +24.5% |
| Revenue growth a year, last 3 years | Best in this row: +30.5% | +18.5% |
| Earnings per share growth, last year | Best in this row: −4.5% | −33.0% |
| Earnings per share growth expected next year | Best in this row: +36.1% | +16.1% |
| Profitability | ||
| Kept from sales after making the product | Best in this row: 71.9% | 70.4% |
| Kept as operating profit | −7.9% | Best in this row: 7.0% |
| Kept as final profit | −8.8% | Best in this row: 2.7% |
| Kept as spare cash | 12.9% | Best in this row: 35.8% |
| Profit on shareholders' money | −17.0% | Best in this row: 1.7% |
| Profit on all money put in | −2.5% | Best in this row: 1.7% |
| Balance sheet | ||
| Net cash (cash minus debt) | $421M | Best in this row: $504M |
| Debt for each $1 of shareholders' money | 3.21× | Best in this row: 0.09× |
| Short-term assets per $1 of bills due | Best in this row: 3.80× | 0.87× |
| Our readPro | ||
| Our call | Buy more | Buy more |
| Why | Cloudflare's sales grew 36% over the past year, and the stock rose 14% over the past five trading days, far more than other software stocks (up 1.8%). | Palo Alto Networks fell 19% over the past month, far more than other software stocks (down 7.5%), but its sales grew 24% over the past year. |
| Where the price sits | in the full report | in the full report |
| Our overall score (out of 100) | Best in this row: 56 | 47 |
| Our value score | Best in this row: 30 | 19 |
| Our growth score | Best in this row: 76 | 42 |
| Our quality score | 24 | Best in this row: 54 |
| Our price trend score | Best in this row: 75 | 71 |
| Earnings and analysts | ||
| Next earnings | – | Nov 18AMCin 3 days |
| Analyst consensus | Buy | Buy |
| To average analyst target | +14.0% | Best in this row: +28.5% |
| Average analyst target | $348.42 | $414.03 |
| Analysts rating it a buy | 70% | Best in this row: 76% |
| Buy ratings added, 3 months | Best in this row: −1 | −2 |
| Analysts covering | 25 | 39 |
PANW: a lower P/E per point of growth
Our pick of these: Palo Alto Networks
Forward P/E per point of sales growth 3.06 vs 4.36
NET 4.36, PANW 3.06.Keeps 7.0% of sales as operating profit, vs −7.9%
NET −7.9%, PANW 7.0%.+28.5% to the average analyst target, vs +14.0%
NET +14.0%, PANW +28.5%.Where it loses: NET has faster sales growth, +35.7% vs +24.5%
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Prices as of Friday, 3:59 PM ET. A view, not advice.