PLTR vs NET Comparison: AI Score, Valuation, Performance and Upside
Compare Palantir's defense and enterprise AI platform economics against Cloudflare's edge computing and security business aimed at developers and enterprises.
Use this Palantir vs Cloudflare comparison to evaluate the key differences across valuation, growth, profitability, and risk before making an investment decision.
PLTR holds the edge across 3 of 5 key metrics in this comparison. NET has delivered stronger 1-year price return (+45.51% vs +11.62%), though PLTR has the better forward P/E setup (80.50x vs 179.44x for NET). PLTR leads on both revenue growth (92.80%) and operating margin (47.12%), suggesting a stronger fundamental setup on both dimensions. Analyst consensus implies meaningfully more upside for NET (+11.24%) than for PLTR (+2.89%).
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 | PLTR | NET |
|---|---|---|
| AI scorei | 67.1 | 66.6 |
| AI ranki | #49 | #94 |
| Latest closei | $200.50 | $316.32 |
| 1M returni | +16.19% | -3.33% |
| 3M returni | +49.14% | +16.10% |
| 6M returni | +40.45% | +60.26% |
| 1Y returni | +11.62% | +45.51% |
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | PLTR | NET |
|---|---|---|
| 1Y ago | $11.26K (+12.6%) started 2025-10-16 | $14.96K (+49.6%) started 2025-10-16 |
| 5Y ago | $82.65K (+726.5%) started 2021-10-18 | $17.5K (+75.0%) started 2021-10-18 |
| 10Y ago | $211.05K (+2010.5%) started 2020-09-30 | $175.73K (+1657.3%) started 2019-09-13 |
Hypothetical — past performance does not guarantee future results.
| Metric | PLTR | NET |
|---|---|---|
| Market capi | $447.67B | $106.77B |
| Trailing P/Ei | 159.22 | N/A |
| Forward P/Ei | 80.50 | 179.44 |
| Price/Salesi | 96.76 | 42.56 |
| EV/Revenuei | 71.25 | 42.24 |
| Analyst targeti | $191.68 | $333.55 |
| Target upsidei | +2.89% | +11.24% |
| Metric | PLTR | NET |
|---|---|---|
| Revenue growthi | 92.80% | 35.90% |
| Earnings growthi | 215.40% | N/A |
| EPS growthi | +215.40% | N/A |
| FCF margini | +35.07% | +27.54% |
| Operating margini | 47.12% | -7.60% |
| Profit margini | 49.01% | -8.21% |
| ROIC proxyi | 38.10% | -14.43% |
| Return on equityi | 38.10% | -14.43% |
| Dividend yieldi | N/A | N/A |
| Payout ratioi | 0.00% | N/A |
| Dividend growth streaki | N/A | N/A |
| Betai | 1.56 | 1.66 |
| Debt/equityi | 2.14 | 217.86 |
| Current ratioi | 7.23 | 1.82 |
| Quick ratioi | 7.09 | 1.75 |
Over the past year, PLTR and NET have moved moderately in the same direction (correlation of 0.43), 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 | PLTR | NET |
|---|---|---|---|
| 1Y | Growthi | +12.56% | +49.63% |
| CAGRi | +12.59% | +49.74% | |
| Volatilityi | 60.05% | 64.81% | |
| Sharpe ratioi | 0.41 | 0.89 | |
| Sortino ratioi | 0.66 | 1.28 | |
| Max drawdowni | 48.22% | 36.76% | |
| Current drawdowni | 4.09% | 12.36% | |
| Avg drawdowni | 23.01% | 14.51% | |
| Ulcer Indexi | 26.02% | 17.63% | |
| Max daily dropi | 11.62% | 23.62% | |
| Max wkly dropi | 17.88% | 23.58% | |
| 5Y | Growthi | +726.46% | +74.98% |
| CAGRi | +52.63% | +11.86% | |
| Volatilityi | 66.85% | 69.05% | |
| Sharpe ratioi | 0.89 | 0.44 | |
| Sortino ratioi | 1.43 | 0.65 | |
| Max drawdowni | 77.57% | 82.58% | |
| Current drawdowni | 4.09% | 12.36% | |
| Avg drawdowni | 31.74% | 47.23% | |
| Ulcer Indexi | 40.15% | 53.90% | |
| Max daily dropi | 21.31% | 23.62% | |
| Max wkly dropi | 38.89% | 39.37% | |
| 10Y | Growthi | +2010.53% | +1657.33% |
| CAGRi | +65.64% | +49.82% | |
| Volatilityi | 69.73% | 67.21% | |
| Sharpe ratioi | 1.00 | 0.87 | |
| Sortino ratioi | 1.65 | 1.31 | |
| Max drawdowni | 84.62% | 82.58% | |
| Current drawdowni | 4.09% | 12.36% | |
| Avg drawdowni | 39.26% | 36.00% | |
| Ulcer Indexi | 47.32% | 45.73% | |
| Max daily dropi | 21.31% | 23.62% | |
| Max wkly dropi | 38.89% | 39.37% |
| Category | PLTR | NET |
|---|---|---|
| Company | PLTR | NET |
| Sector | Technology | Technology |
| Industry | Software - Infrastructure | Software - Infrastructure |
| Core business | Palantir Technologies Inc. builds and deploys software platforms for the intelligence community to assist in counterterrorism investigations and operations in the United States, the United Kingdom, and internationally. | Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. |
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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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