COMP <GO>
NET vs SNOW // ENTERPRISE SCALE & MARKET CAP
Cloudflare Inc. (NYSE) VS. Snowflake Inc. (NYSE) • 15-METRIC TALLY: NET 6
— SNOW 5
▲ ENTERPRISE SCALE & MARKET CAP LEADER: SNOW
LAST: $280.70 (-9.54%) • MKT CAP: $110.49B
market-cap
$110.49B
LAST: $306.08 (-7.32%) • MKT CAP: $116.52B
market-cap
$116.52B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (NET VS. SNOW)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | NET | SNOW | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 74.50% | 67.20% | +7.30 | NET | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -1.90% | -12.20% | +10.30 | NET | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 0.26% | 0.96% | -0.70 | SNOW | /fcf-yield <GO> |
| Operating Margin | -9.60% | -30.60% | +21.00 | NET | /operating-margins <GO> |
| Net Profit Margin | -4.70% | -28.40% | +23.70 | NET | /net-margins <GO> |
| Revenue Growth (YoY) | 29.80% | 29.20% | +0.60 | NET | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 14.91 | 8.41 | +6.50 | NET | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 47.0 | 50.1 | -3.10 | SNOW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.21 | 1.23 | -0.02 | SNOW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 30.0x | 29.0x | +1.00 | SNOW | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $110.49B | $116.52B | -$6.03B | SNOW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | NET REV | SNOW REV | NET GROSS % | SNOW GROSS % | NET FCF | SNOW FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $2.17B | $4.68B | 74.5% | 67.2% | $287.5M | $1.12B |
| FY 2024 | $1.67B | $3.63B | 77.3% | 66.5% | $195.4M | $913.5M |
| FY 2023 | $1.30B | $2.81B | — | — | $196.1M | $721.8M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
NET // BETA 1.21
SNOW // BETA 1.23