Cloudflare (NET) vs Oracle (ORCL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Cloudflare (NET) has outperformed Oracle (ORCL) over the past year, gaining 57.8% versus a loss of 49.5%. Over five years, NET leads with a +104.5% price change compared with +50.6% for ORCL. Oracle is the larger company by market cap ($429.49 billion vs $122.12 billion), about 3.5 times the size, while Cloudflare is growing revenue faster (+29.8% vs +17.3%).
On valuation, Oracle trades at a lower forward P/E (12.9x vs 204.6x for Cloudflare). Oracle pays a dividend yielding 1.41%, while Cloudflare does not currently pay one. Oracle converts more of its revenue into profit, with a net margin of 25.4% versus -4.7%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | NET | ORCL |
|---|---|---|
| Share price | $342.97 | $141.68 |
| Market cap | $122.12B | $429.49B |
| 1-day change | -3.39% | -1.31% |
| YTD return | +73.96% | -26.35% |
| 1-year return | +57.77% | -49.49% |
| 5-year return | +104.53% | +50.59% |
| P/E ratio (TTM) | — | 22.21 |
| Forward P/E | 204.62 | 12.88 |
| EPS (TTM) | $-0.58 | $6.38 |
| Dividend yield | 0.00% | 1.41% |
| Annual dividend | $0.00 | $2.00 |
| Revenue (latest FY) | $2.17B | $67.36B |
| Revenue growth (YoY) | +29.85% | +17.35% |
| Net income (latest FY) | $-102.27M | $17.09B |
| Gross margin | 74.51% | — |
| Operating margin | -9.56% | 30.59% |
| Net margin | -4.72% | 25.37% |
| 52-week high | $370.35 | $322.54 |
| 52-week low | $158.83 | $114.50 |
| Distance from 52-week high | -7.39% | -56.08% |
| Analyst consensus | buy | buy |
| Avg. price target upside | -0.95% | +67.97% |
| Average volume | 3.33M | 31.63M |
| Shares outstanding | 322.62M | 3.03B |
| Employees | 5,156 | 141,000 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- Oracle is about 3.5 times larger than Cloudflare by market value ($429.49B vs $122.12B).
- NET has outperformed ORCL by 107.3 percentage points over the past year.
- Oracle offers a meaningfully higher dividend yield (1.41% vs 0.00%).
- Oracle is more profitable, keeping 25.4 cents of every revenue dollar as net income versus -4.7 cents for Cloudflare.
- Cloudflare grew revenue faster in its latest fiscal year (+29.85% vs +17.35%).
About Cloudflare
NET stock →Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Technology · Computer Software: Prepackaged Software · 5,156 employees
About Oracle
ORCL stock →Oracle Corporation offers products and services that build, run and support enterprise information technology frameworks worldwide. Its Oracle cloud software as a service offering includes various cloud software applications, including Oracle Fusion cloud enterprise resource planning ERP, Oracle Fusion cloud enterprise performance management EPM, Oracle Fusion cloud supply chain and manufacturing management SCM, Oracle Fusion cloud human capital management HCM, and NetSuite applications suite, Oracle Health applications, as well as Oracle Fusion Sales, Service, and Marketing.
Technology · Computer Software: Prepackaged Software · 141,000 employees
NET vs ORCL FAQ
Which is bigger, Cloudflare or Oracle?
Oracle (ORCL) is larger, with a market capitalization of $429.49B compared with $122.12B for Cloudflare (NET).
Which stock has performed better over the past year, NET or ORCL?
NET returned +57.77% over the past 12 months, compared with -49.49% for ORCL (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Cloudflare or Oracle?
Oracle pays a dividend yielding 1.41%, while Cloudflare does not currently pay a regular dividend.
Are Cloudflare and Oracle in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.