Cloudflare (NET) vs Palantir Technologies (PLTR)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Cloudflare (NET) has outperformed Palantir Technologies (PLTR) over the past year, gaining 57.8% versus a gain of 6.6%. Over five years, PLTR leads with a +708.8% price change compared with +104.5% for NET. Palantir Technologies is the larger company by market cap ($466.48 billion vs $122.12 billion), about 3.8 times the size.
On valuation, Palantir Technologies trades at a lower forward P/E (82.8x vs 204.6x for Cloudflare). Palantir Technologies converts more of its revenue into profit, with a net margin of 36.3% 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 | PLTR |
|---|---|---|
| Share price | $342.97 | $194.12 |
| Market cap | $122.12B | $466.48B |
| 1-day change | -3.39% | +1.07% |
| YTD return | +73.96% | +9.21% |
| 1-year return | +57.77% | +6.56% |
| 5-year return | +104.53% | +708.83% |
| P/E ratio (TTM) | — | 167.34 |
| Forward P/E | 204.62 | 82.81 |
| EPS (TTM) | $-0.58 | $1.16 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $2.17B | $4.48B |
| Revenue growth (YoY) | +29.85% | +56.18% |
| Net income (latest FY) | $-102.27M | $1.63B |
| Gross margin | 74.51% | 82.37% |
| Operating margin | -9.56% | 31.59% |
| Net margin | -4.72% | 36.31% |
| 52-week high | $370.35 | $207.52 |
| 52-week low | $158.83 | $106.37 |
| Distance from 52-week high | -7.39% | -6.46% |
| Analyst consensus | buy | buy |
| Avg. price target upside | -0.95% | +2.95% |
| Average volume | 3.35M | 33.71M |
| Shares outstanding | 322.62M | 2.30B |
| Employees | 5,156 | 4,401 |
| 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
- Palantir Technologies is about 3.8 times larger than Cloudflare by market value ($466.48B vs $122.12B).
- NET has outperformed PLTR by 51.2 percentage points over the past year.
- Palantir Technologies is more profitable, keeping 36.3 cents of every revenue dollar as net income versus -4.7 cents for Cloudflare.
- Palantir Technologies grew revenue faster in its latest fiscal year (+56.18% vs +29.85%).
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 Palantir Technologies
PLTR stock →Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally.
Technology · Computer Software: Prepackaged Software · 4,401 employees
NET vs PLTR FAQ
Which is bigger, Cloudflare or Palantir Technologies?
Palantir Technologies (PLTR) is larger, with a market capitalization of $466.48B compared with $122.12B for Cloudflare (NET).
Which stock has performed better over the past year, NET or PLTR?
NET returned +57.77% over the past 12 months, compared with +6.56% for PLTR (price return, excluding dividends). Past performance does not predict future results.
Are Cloudflare and Palantir Technologies in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.