Both in Packaged Software
Cloudflare vs Snowflake
Over the past year NET returned +62.2% and SNOW returned +49.2%; their daily moves had a correlation of 0.51.
NET +62.2% SNOW +49.2%Growth of $1, one year, split-adjusted
| Metric | NET | SNOW |
|---|---|---|
| Price | $360.93 | $368.89 |
| Market cap | $128.52B | $130.14B |
| Today | +5.57% | +7.42% |
| 1 month | +16.0% | +11.9% |
| 6 months | +116.1% | +204.6% |
| Year to date | +83.1% | +68.2% |
| 1 year | +64.1% | +47.4% |
| Revenue growth (YoY) | +35.9% | +35.1% |
| Gross margin | 71.8% | 67.0% |
| Net margin | −24.4% | −12.4% |
| P/E (TTM) | — | — |
| Price / sales | 51.2× | 23.9× |
| Net cash | $892.5M | $60.7M |
| Dividend yield | — | — |
| Volatility (60d) | 56.8% | 48.5% |
| Short % of float | 2.4% | 5.3% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).