Both in Packaged Software
Cloudflare vs Salesforce
Over the past year NET returned +63.4% and CRM returned −6.6%; their daily moves had a correlation of 0.36.
NET +63.4% CRM −6.6%Growth of $1, one year, split-adjusted
| Metric | NET | CRM |
|---|---|---|
| Price | $360.93 | $229.13 |
| Market cap | $128.52B | $188.57B |
| Today | +5.57% | +0.58% |
| 1 month | +16.0% | −5.7% |
| 6 months | +116.1% | +38.9% |
| Year to date | +83.1% | −13.5% |
| 1 year | +64.1% | −4.7% |
| Revenue growth (YoY) | +35.9% | +10.8% |
| Gross margin | 71.8% | 76.7% |
| Net margin | −24.4% | 31.1% |
| P/E (TTM) | — | 19.5× |
| Price / sales | 51.2× | 4.3× |
| Net cash | $892.5M | -$27.89B |
| Dividend yield | — | 0.77% |
| Volatility (60d) | 56.8% | 57.3% |
| Short % of float | 2.4% | 4.2% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).