NTNX vs NET Stock Comparison: AI Score, Valuation, Performance and Upside
Nutanix offers a more mature, cash-generating hybrid cloud infrastructure business, while Cloudflare provides faster-growing, higher-valuation exposure to security, networking, and edge computing.
Investors weighing Nutanix against Cloudflare are choosing between a steadier, free cash flow-generating infrastructure vendor and a faster-growing, premium-valued network and security platform.
NTNX holds the edge across 3 of 5 key metrics in this comparison. NET has delivered stronger 1-year price return (+45.51% vs +3.06%), though NTNX has the better forward P/E setup (25.21x vs 179.44x for NET). On fundamentals, NET is growing revenue faster (35.90%), while NTNX maintains the higher operating margin (13.59%) — a classic growth-versus-profitability split. Analyst consensus implies similar upside for both: +13.16% for NTNX 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.
- Prefer a more mature software business with improving free cash flow
- Believe in continued displacement of legacy virtualization vendors
- Are comfortable with a slower, steadier growth profile
- Want exposure to hybrid and multi-cloud infrastructure trends
- Want exposure to faster-growing security, networking, and edge computing markets
- Believe in continued expansion of Cloudflare's product adoption per customer
- Are comfortable paying a premium valuation for sustained growth
- Can tolerate volatility tied to the path toward consistent GAAP profitability
| Metric | NTNX | NET |
|---|---|---|
| AI scorei | 38.7 | 66.6 |
| AI ranki | #1467 | #94 |
| Latest closei | $69.98 | $316.32 |
| 1M returni | +2.93% | -3.33% |
| 3M returni | +25.30% | +16.10% |
| 6M returni | +76.99% | +60.26% |
| 1Y returni | +3.06% | +45.51% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | NTNX | NET |
|---|---|---|
| 1Y ago | $10.49K (+4.9%) started 2025-10-16 | $14.96K (+49.6%) started 2025-10-16 |
| 5Y ago | $19.77K (+97.7%) started 2021-10-18 | $17.5K (+75.0%) started 2021-10-18 |
| 10Y ago | $22.83K (+128.3%) started 2016-10-17 | $175.73K (+1657.3%) started 2019-09-13 |
Hypothetical — past performance does not guarantee future results.
| Metric | NTNX | NET |
|---|---|---|
| Market capi | $18.07B | $106.77B |
| Trailing P/Ei | 12.93 | N/A |
| Forward P/Ei | 25.21 | 179.44 |
| Price/Salesi | N/A | 42.56 |
| EV/Revenuei | 6.03 | 42.24 |
| Analyst targeti | $75.65 | $333.55 |
| Target upsidei | +13.16% | +11.24% |
| Metric | NTNX | NET |
|---|---|---|
| Revenue growthi | 15.90% | 35.90% |
| Earnings growthi | 3147.80% | N/A |
| EPS growthi | +3147.80% | N/A |
| FCF margini | +26.15% | +27.54% |
| Operating margini | 13.59% | -7.60% |
| Profit margini | 52.81% | -8.21% |
| ROIC proxyi | 37460.21% | -14.43% |
| Return on equityi | 37460.21% | -14.43% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | N/A |
| Dividend growth streaki | N/A | N/A |
| Betai | 0.60 | 1.66 |
| Debt/equityi | 216.17 | 217.86 |
| Current ratioi | 1.80 | 1.82 |
| Quick ratioi | 1.57 | 1.75 |
Over the past year, NTNX and NET have moved moderately in the same direction (correlation of 0.46), 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 | NTNX | NET |
|---|---|---|---|
| 1Y | Growthi | +4.85% | +49.63% |
| CAGRi | +4.86% | +49.74% | |
| Volatilityi | 45.86% | 64.81% | |
| Sharpe ratioi | 0.24 | 0.89 | |
| Sortino ratioi | 0.33 | 1.28 | |
| Max drawdowni | 52.47% | 36.76% | |
| Current drawdowni | 6.23% | 12.36% | |
| Avg drawdowni | 26.50% | 14.51% | |
| Ulcer Indexi | 31.01% | 17.63% | |
| Max daily dropi | 17.75% | 23.62% | |
| Max wkly dropi | 20.98% | 23.58% | |
| 5Y | Growthi | +97.68% | +74.98% |
| CAGRi | +14.62% | +11.86% | |
| Volatilityi | 49.18% | 69.05% | |
| Sharpe ratioi | 0.43 | 0.44 | |
| Sortino ratioi | 0.65 | 0.65 | |
| Max drawdowni | 62.71% | 82.58% | |
| Current drawdowni | 15.76% | 12.36% | |
| Avg drawdowni | 22.63% | 47.23% | |
| Ulcer Indexi | 27.98% | 53.90% | |
| Max daily dropi | 23.10% | 23.62% | |
| Max wkly dropi | 27.23% | 39.37% | |
| 10Y | Growthi | +128.32% | +1657.33% |
| CAGRi | +8.61% | +49.82% | |
| Volatilityi | 55.74% | 67.21% | |
| Sharpe ratioi | 0.35 | 0.87 | |
| Sortino ratioi | 0.50 | 1.31 | |
| Max drawdowni | 80.40% | 82.58% | |
| Current drawdowni | 15.76% | 12.36% | |
| Avg drawdowni | 37.95% | 36.00% | |
| Ulcer Indexi | 43.65% | 45.73% | |
| Max daily dropi | 32.72% | 23.62% | |
| Max wkly dropi | 38.35% | 39.37% |
| Category | NTNX | NET |
|---|---|---|
| Company | Nutanix, Inc. | Cloudflare, Inc. |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Infrastructure |
| Core business | Nutanix provides hyperconverged infrastructure and hybrid cloud software that lets enterprises run applications across private and public cloud environments. | Cloudflare operates a global network providing content delivery, security, and edge computing services that help businesses secure and accelerate their websites and applications. |
| Investor focus | Watch annual recurring revenue growth, free cash flow trends, and progress displacing legacy virtualization vendors. | Watch large customer growth, net revenue retention, and progress toward sustained GAAP profitability. |
- Established position in hyperconverged infrastructure and hybrid cloud software
- Improving free cash flow generation as the subscription transition matures
- Opportunity to gain share from customers migrating off legacy virtualization platforms
- Broad, high-growth platform spanning security, performance, and edge computing
- Strong net revenue retention driven by expanding product adoption per customer
- Global network scale that supports new product categories like edge compute
- Slower growth profile relative to faster-growing cloud-native software peers
- Competitive pressure from large cloud providers and infrastructure vendors
- Enterprise IT spending cycles can affect the pace of new deployments
- Valuation reflects high growth expectations, raising sensitivity to any slowdown
- GAAP profitability has lagged revenue growth as the company invests heavily
- Competitive pressure from other content delivery, security, and cloud networking vendors
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