NET vs PLTR
as of Friday's close
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%).
- PLTRBuy morein the past month−20%
Buy more below $160, 4.5% under Friday's $168.
Percent return
- NET+43.21%
- PLTR−2.41%
Nov 13, 2025 to Nov 13, 2026
Where they differ
PLTR leads on 4 of 6
NETPLTR
- Company size: NET $95.7B, PLTR $386B.
- Sales growth, 1 yr: NET +36%, PLTR +87%. PLTR is ahead.
- Price for $1 of next year's profit: NET $156, PLTR $70. PLTR is ahead.
- Profit per $1 of sales: NET −8¢, PLTR 46¢. PLTR is ahead.
- Cash minus debt: NET +$421M, PLTR +$10.3B. PLTR is ahead.
- Price change, 1 yr: NET +43%, PLTR −2.4%. NET is ahead. S&P 500 +13%.
- How much the price swings: NET 64%, PLTR 67%. NET is ahead.
| Measure | NETCloudflare | PLTRPalantir Technologies |
|---|---|---|
| Price and returns | ||
| Price | $305.72 | $167.98 |
| Friday | −4.01% | Best in this row: −2.10% |
| 1 month | Best in this row: −12.05% | −19.49% |
| 3 months | −7.59% | Best in this row: −6.16% |
| This year | Best in this row: +55.12% | −5.49% |
| 1 year | Best in this row: +43.21% | −2.41% |
| 5 years | +49.35% | Best in this row: +635.83% |
| From 52-week high | −15.3% | −19.6% |
| How much it swings (90 days) | Best in this row: 64% | 67% |
| Valuation | ||
| Market value | $95.7B | $386B |
| Price vs last year's earnings | – | 112.4× |
| Price vs next year's expected earnings | 155.7× | Best in this row: 69.8× |
| Price vs earnings, adjusted for growth | 4.62× | Best in this row: 0.91× |
| Price to sales | Best in this row: 35.2× | 53.0× |
| Price vs cash it brings in | 272.9× | Best in this row: 95.3× |
| Company value vs operating profit | – | 112.1× |
| Price vs earnings, against its own past (0 = cheapest) | – | Lowest |
| Growth | ||
| Revenue growth, 1 year | +35.7% | Best in this row: +87.1% |
| Revenue growth a year, last 3 years | +30.5% | Best in this row: +32.9% |
| Earnings per share growth, last year | −4.5% | Best in this row: +283.8% |
| Earnings per share growth expected next year | +36.1% | Best in this row: +49.4% |
| Profitability | ||
| Kept from sales after making the product | 71.9% | Best in this row: 84.7% |
| Kept as operating profit | −7.9% | Best in this row: 45.6% |
| Kept as final profit | −8.8% | Best in this row: 50.3% |
| Kept as spare cash | 12.9% | Best in this row: 55.6% |
| Profit on shareholders' money | −17.0% | Best in this row: 40.9% |
| Profit on all money put in | −2.5% | Best in this row: 386.9% |
| Balance sheet | ||
| Net cash (cash minus debt) | $421M | Best in this row: $10.3B |
| Debt for each $1 of shareholders' money | 3.21× | Best in this row: 0.02× |
| Short-term assets per $1 of bills due | 3.80× | Best in this row: 7.10× |
| 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%). | Palantir fell 20% over the past month, far more than other software stocks (down 7.5%), but its sales grew 87% over the past year. |
| Where the price sits | in the full report | In betweenbuy more under $160 |
| Our overall score (out of 100) | 56 | Best in this row: 76 |
| Our value score | 30 | Best in this row: 47 |
| Our growth score | 76 | Best in this row: 100 |
| Our quality score | 24 | Best in this row: 91 |
| Our price trend score | Best in this row: 75 | 54 |
| Earnings and analysts | ||
| Analyst consensus | Buy | Buy |
| To average analyst target | +14.0% | Best in this row: +36.4% |
| Average analyst target | $348.42 | $229.09 |
| Analysts rating it a buy | Best in this row: 70% | 67% |
| Buy ratings added, 3 months | −1 | Best in this row: +1 |
| Analysts covering | 25 | 25 |
PLTR: faster growth at a lower P/E
Our pick of these: Palantir Technologies
Sales growth +87.1% vs +35.7%
NET +35.7%, PLTR +87.1%.Forward P/E per point of sales growth 0.80 vs 4.36
NET 4.36, PLTR 0.80.Keeps 45.6% of sales as operating profit, vs −7.9%
NET −7.9%, PLTR 45.6%.Where it loses: NET has a better past year, +43.2% vs −2.4%
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Prices as of Friday, 3:59 PM ET. A view, not advice.