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 (+54.57% vs +0.76%), 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 | 61.0 | 68.9 |
| AI ranki | #127 | #50 |
| Latest closei | $524.51 | $325.73 |
| 1M returni | +4.78% | -7.55% |
| 3M returni | +37.41% | +24.25% |
| 6M returni | +23.52% | +57.30% |
| 1Y returni | +0.76% | +54.57% |
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 | $10.08K (+0.8%) started 2025-10-23 | $15K (+50.0%) started 2025-10-23 |
| 5Y ago | $18.13K (+81.3%) started 2021-10-25 | $17.2K (+72.0%) started 2021-10-25 |
| 10Y ago | $107.55K (+975.5%) started 2016-10-24 | $180.96K (+1709.6%) 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 |
| Payout ratioi | 19.83% | N/A |
| Dividend growth streaki | No increase yet | 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 | +0.76% | +50.00% |
| CAGRi | +0.76% | +50.08% | |
| Volatilityi | 32.93% | 65.69% | |
| Sharpe ratioi | 0.05 | 0.89 | |
| Sortino ratioi | 0.07 | 1.28 | |
| Max drawdowni | 34.91% | 36.76% | |
| Current drawdowni | 3.49% | 9.75% | |
| Avg drawdowni | 17.25% | 14.84% | |
| Ulcer Indexi | 19.81% | 17.79% | |
| Max daily dropi | 9.99% | 23.62% | |
| Max wkly dropi | 14.43% | 23.58% | |
| 5Y | Growthi | +75.63% | +71.97% |
| CAGRi | +11.94% | +11.47% | |
| Volatilityi | 28.21% | 69.16% | |
| Sharpe ratioi | 0.38 | 0.44 | |
| Sortino ratioi | 0.57 | 0.64 | |
| Max drawdowni | 37.15% | 82.58% | |
| Current drawdowni | 3.49% | 9.75% | |
| Avg drawdowni | 12.23% | 47.29% | |
| Ulcer Indexi | 15.69% | 53.91% | |
| Max daily dropi | 9.99% | 23.62% | |
| Max wkly dropi | 14.43% | 39.37% | |
| 10Y | Growthi | +858.86% | +1709.61% |
| CAGRi | +25.37% | +50.27% | |
| Volatilityi | 27.76% | 67.25% | |
| Sharpe ratioi | 0.79 | 0.88 | |
| Sortino ratioi | 1.18 | 1.32 | |
| Max drawdowni | 37.15% | 82.58% | |
| Current drawdowni | 3.49% | 9.75% | |
| Avg drawdowni | 7.66% | 35.95% | |
| Ulcer Indexi | 11.64% | 45.67% | |
| 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. |
Compare more than two at a time
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Add three more names beside MSFT and NET, mixing stocks and ETFs in the same table — useful when the real question is which of a whole peer group to own.
AI score, forward P/E, analyst target upside, operating margin, and revenue growth are scored head-to-head, with a running tally of which ticker leads on how many metrics.
Volatility, Sharpe and Sortino ratios, maximum, current, and average drawdown, Ulcer Index, and worst single-day and single-week drops across every timeframe.
Pairwise daily-return correlation for every combination, so you can see whether two holdings actually diversify each other or just move together.
A scatter plot of forward P/E against return on equity, plus drawdown and 30-day rolling volatility charts, to separate what is cheap from what is merely beaten down.
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