Both in Packaged Software
Cloudflare vs SERVICENOW
Over the past year NET returned +61.2% and NOW returned −30.9%; their daily moves had a correlation of 0.38.
NET +61.2% NOW −30.9%Growth of $1, one year, split-adjusted
| Metric | NET | NOW |
|---|---|---|
| Price | $352.26 | $129.94 |
| Market cap | $125.43B | $134.34B |
| Today | −0.49% | −1.15% |
| 1 month | +17.5% | −10.2% |
| 6 months | +81.0% | +23.8% |
| Year to date | +78.7% | −15.2% |
| 1 year | +62.8% | −30.6% |
| Revenue growth (YoY) | +35.9% | +24.0% |
| Gross margin | 71.8% | 70.7% |
| Net margin | −24.4% | 7.5% |
| P/E (TTM) | — | 80.4× |
| Price / sales | 49.9× | 9.1× |
| Net cash | $892.5M | -$2.85B |
| Dividend yield | — | — |
| Volatility (60d) | 58.5% | 56.4% |
| Short % of float | 2.4% | 2.8% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).