Both in Packaged Software
Microsoft vs Cloudflare
Over the past year MSFT returned +3.9% and NET returned +49.1%; their daily moves had a correlation of 0.33.
MSFT +3.9% NET +49.1%Growth of $1, one year, split-adjusted
| Metric | MSFT | NET |
|---|---|---|
| Price | $533.69 | $324.33 |
| Market cap | $3.96T | $115.49B |
| Today | −1.80% | −6.72% |
| 1 month | +7.4% | −0.9% |
| 6 months | +29.8% | +70.6% |
| Year to date | +10.4% | +64.5% |
| 1 year | +3.8% | +45.7% |
| Revenue growth (YoY) | +17.7% | +35.9% |
| Gross margin | 67.2% | 71.8% |
| Net margin | 39.7% | −24.4% |
| P/E (TTM) | 29.6× | — |
| Price / sales | 11.9× | 46.0× |
| Net cash | $36.55B | $892.5M |
| Dividend yield | 0.68% | — |
| Volatility (60d) | 37.7% | 58.9% |
| Short % of float | 0.8% | 2.4% |
| Next earnings | Oct 28, 2026 | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).