MSFT vs NET Comparison: AI Score, Valuation, Performance and Upside
Compare Microsoft Azure's scale against Cloudflare's edge computing, CDN, and Zero Trust security platform, and which offers better growth-adjusted value.
Use this Microsoft vs Cloudflare comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
NET holds the edge across 3 of 5 key metrics in this comparison. NET has delivered stronger 1-year price return (+30.08% vs +0.95%), though MSFT has the better forward P/E setup (21.78x vs 179.44x for NET). On fundamentals, NET is growing revenue faster (35.90%), while MSFT maintains the higher operating margin (45.11%) — a classic growth-versus-profitability split. Analyst consensus implies similar upside for both: +10.89% for MSFT and +11.24% for NET.
Human Wall Street analysts' price targets, typically implying a ~12-month view — a separate signal from this site's own AI Prediction Signal further down the page, which is a 5-/30-day machine-learning forecast based on price history alone.
| Metric | MSFT | NET |
|---|---|---|
| AI scorei | 60.3 | 63.9 |
| AI ranki | #170 | #93 |
| Latest closei | $499.70 | $278.92 |
| 1M returni | -0.06% | -7.11% |
| 6M returni | +22.05% | +38.44% |
| 1Y returni | +0.95% | +30.08% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | MSFT | NET |
|---|---|---|
| 1Y ago | $10.03K (+0.3%) started 2025-09-08 | $12.8K (+28.0%) started 2025-09-08 |
| 5Y ago | $17.9K (+79.0%) started 2021-09-09 | $21.76K (+117.6%) started 2021-09-08 |
| 10Y ago | $111.2K (+1012.0%) started 2016-09-09 | $154.96K (+1449.6%) started 2019-09-13 |
Hypothetical — past performance does not guarantee future results.
| Metric | MSFT | NET |
|---|---|---|
| Market capi | $3.81T | $106.77B |
| Trailing P/Ei | 28.58 | N/A |
| Forward P/Ei | 21.78 | 179.44 |
| Price/Salesi | 11.87 | 42.56 |
| EV/Revenuei | 11.65 | 42.24 |
| Analyst targeti | $569.45 | $333.55 |
| Target upsidei | +10.89% | +11.24% |
| Metric | MSFT | NET |
|---|---|---|
| Revenue growthi | 17.70% | 35.90% |
| Earnings growthi | 31.70% | N/A |
| EPS growthi | +31.70% | N/A |
| FCF margini | +4.99% | +27.54% |
| Operating margini | 45.11% | -7.60% |
| Profit margini | 40.30% | -8.21% |
| ROIC proxyi | 34.04% | -14.43% |
| Return on equityi | 34.04% | -14.43% |
| Dividend yieldi | 0.71% | N/A |
| Betai | 1.10 | 1.66 |
| Debt/equityi | 29.12 | 217.86 |
| Current ratioi | 1.23 | 1.82 |
| Quick ratioi | 1.10 | 1.75 |
Over the past year, MSFT and NET have moved weakly in the same direction (correlation of 0.34), based on daily returns.
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
| Period | Metric | MSFT | NET |
|---|---|---|---|
| 1Y | Growthi | +0.30% | +27.99% |
| CAGRi | +0.30% | +28.05% | |
| Volatilityi | 32.41% | 62.80% | |
| Sharpe ratioi | 0.03 | 0.64 | |
| Sortino ratioi | 0.05 | 0.91 | |
| Max drawdowni | 34.91% | 36.76% | |
| Current drawdowni | 7.82% | 15.69% | |
| Avg drawdowni | 16.76% | 14.68% | |
| Ulcer Indexi | 19.71% | 17.64% | |
| Max daily dropi | 9.99% | 23.62% | |
| Max wkly dropi | 14.43% | 23.58% | |
| 5Y | Growthi | +73.45% | +117.60% |
| CAGRi | +11.65% | +16.83% | |
| Volatilityi | 28.20% | 69.11% | |
| Sharpe ratioi | 0.37 | 0.51 | |
| Sortino ratioi | 0.55 | 0.74 | |
| Max drawdowni | 37.15% | 82.58% | |
| Current drawdowni | 7.82% | 15.69% | |
| Avg drawdowni | 12.17% | 47.26% | |
| Ulcer Indexi | 15.68% | 53.91% | |
| Max daily dropi | 9.99% | 23.62% | |
| Max wkly dropi | 14.43% | 39.37% | |
| 10Y | Growthi | +891.35% | +1449.56% |
| CAGRi | +25.79% | +48.03% | |
| Volatilityi | 27.74% | 67.32% | |
| Sharpe ratioi | 0.81 | 0.85 | |
| Sortino ratioi | 1.20 | 1.28 | |
| Max drawdowni | 37.15% | 82.58% | |
| Current drawdowni | 7.82% | 15.69% | |
| Avg drawdowni | 7.61% | 36.52% | |
| Ulcer Indexi | 11.62% | 46.09% | |
| Max daily dropi | 14.74% | 23.62% | |
| Max wkly dropi | 16.36% | 39.37% |
| Category | MSFT | NET |
|---|---|---|
| Company | MSFT | NET |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Infrastructure |
| Core business | Microsoft Corporation, a technology company, develops and supports a portfolio of technology solutions for individuals and businesses worldwide. | Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. |
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