Side-by-side comparison
Cloudflare vs Oracle
As of Nov 11, 2026, revenue growth is 35.7% for Cloudflare vs 21.6% for Oracle; operating margin is -14.1% for Cloudflare vs 32.1% for Oracle; net margin is -8.7% for Cloudflare vs 26.4% for Oracle; one-year return is +41.0% for Cloudflare vs -42.6% for Oracle.
What stands out
- Cloudflare is growing revenue faster: 35.7% vs 21.6% for Oracle.
- Oracle keeps more of each sale as operating profit: 32.1% margin vs -14.1% for Cloudflare.
- Cloudflare's shares did better over the past year: +41.0% vs -42.6% for Oracle.
Key metrics
| Metric | NET | ORCL |
|---|---|---|
| Price | $318.10 | $130.28 |
| Market cap | — | $393.92B |
| P/E | — | 20.4x (#1) |
| P/S | — | 5.5x (#1) |
| Revenue growth | 35.7% (#1) | 21.6% (#2) |
| Operating margin | -14.1% (#2) | 32.1% (#1) |
| Net margin | -8.7% (#2) | 26.4% (#1) |
| Debt / equity | — | — |
| 1-year return | +41.0% (#1) | -42.6% (#2) |
| Research score | 50/100 (#1) | 47/100 (#2) |
Higher is better for growth, margins, one-year return and overall score; lower is better for valuation and debt ratios. Ties share a rank and missing values are excluded.
Company research
- Cloudflare, Inc. (NET) — Software—Infrastructure
- Oracle Corporation (ORCL) — Software—Infrastructure