Both in Packaged Software
Snowflake vs Cloudflare
Over the past year SNOW returned +46.6% and NET returned +61.2%; their daily moves had a correlation of 0.51.
SNOW +46.6% NET +61.2%Growth of $1, one year, split-adjusted
| Metric | SNOW | NET |
|---|---|---|
| Price | $330.31 | $352.26 |
| Market cap | $116.53B | $125.43B |
| Today | +0.67% | −0.49% |
| 1 month | +0.7% | +17.5% |
| 6 months | +114.9% | +81.0% |
| Year to date | +50.6% | +78.7% |
| 1 year | +47.0% | +62.8% |
| Revenue growth (YoY) | +35.1% | +35.9% |
| Gross margin | 67.0% | 71.8% |
| Net margin | −12.4% | −24.4% |
| P/E (TTM) | — | — |
| Price / sales | 21.4× | 49.9× |
| Net cash | $60.7M | $892.5M |
| Dividend yield | — | — |
| Volatility (60d) | 46.9% | 58.5% |
| Short % of float | 5.6% | 2.4% |
| Next earnings | — | — |
Shading marks the stronger figure where one clearly exists (lower is better for valuation and volatility).