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.
NET holds the edge across 3 of 5 key metrics in this comparison. NET has delivered stronger 1-year price return (+51.73% vs -0.44%), though NTNX has the better forward P/E setup (30.83x vs 188.98x for NET). On fundamentals, NET is growing revenue faster (35.90%), while NTNX maintains the higher operating margin (10.03%) — a classic growth-versus-profitability split. Analyst consensus implies meaningfully more upside for NET (+5.63%) than for NTNX (-8.76%).
- 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 score | 33.1 | 65.1 |
| AI rank | #1970 | #83 |
| Latest close | $67.64 | $293.14 |
| 1M return | +26.76% | +8.98% |
| 6M return | +63.70% | +52.17% |
| 1Y return | -0.44% | +51.73% |
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 | $9.96K (-0.4%) started 2025-08-21 | $15.21K (+52.1%) started 2025-08-21 |
| 5Y ago | $19.29K (+92.9%) started 2021-08-23 | $23.61K (+136.1%) started 2021-08-23 |
| 10Y ago | $18.28K (+82.8%) started 2016-09-30 | $162.86K (+1528.6%) started 2019-09-13 |
Hypothetical — past performance does not guarantee future results.
| Metric | NTNX | NET |
|---|---|---|
| Market cap | $18.28B | $112.44B |
| Trailing P/E | 71.20 | N/A |
| Forward P/E | 30.83 | 188.98 |
| Price/Sales | 6.65 | 42.56 |
| EV/Revenue | 6.47 | 44.50 |
| Analyst target | $61.71 | $333.55 |
| Target upside | -8.76% | +5.63% |
| Metric | NTNX | NET |
|---|---|---|
| Revenue growth | 10.00% | 35.90% |
| Earnings growth | 17.20% | N/A |
| EPS growth | +17.20% | N/A |
| FCF margin | +22.97% | +27.51% |
| Operating margin | 10.03% | -7.90% |
| Profit margin | 10.03% | -8.21% |
| ROIC proxy | N/A | -14.43% |
| Return on equity | N/A | -14.43% |
| Dividend yield | 0.00% | N/A |
| Beta | 0.60 | 1.66 |
| Debt/equity | N/A | 217.86 |
| Current ratio | 1.78 | 1.82 |
| Quick ratio | 1.55 | 1.75 |
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 | Growth | -0.44% | +52.07% |
| CAGR | -0.44% | +52.16% | |
| Sharpe ratio | 0.13 | 0.93 | |
| Max drawdown | 57.58% | 36.76% | |
| Max daily drop | 17.75% | 23.62% | |
| Max wkly drop | 20.98% | 23.58% | |
| 5Y | Growth | +92.87% | +136.06% |
| CAGR | +14.06% | +18.77% | |
| Sharpe ratio | 0.42 | 0.53 | |
| Max drawdown | 68.71% | 82.58% | |
| Max daily drop | 23.10% | 23.62% | |
| Max wkly drop | 27.23% | 39.37% | |
| 10Y | Growth | +82.81% | +1528.56% |
| CAGR | +6.29% | +49.51% | |
| Sharpe ratio | 0.32 | 0.87 | |
| Max drawdown | 80.40% | 82.58% | |
| Max daily drop | 32.72% | 23.62% | |
| Max wkly drop | 38.35% | 39.37% |
| Category | NTNX | NET |
|---|---|---|
| Company | Nutanix, Inc. | Cloudflare, Inc. |
| Sector | Cloud Infrastructure Software | Technology |
| Industry | N/A | 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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