FTNT vs NET
Fortinet and Cloudflare, Inc., both Technology
Fortinet is the larger company at $106B against $80B. Over the past year FTNT returned +63% against +35% for NET.
| Figure | FTNT | NET |
|---|---|---|
| Last close | $158 | $284 |
| Market cap | $106B | $80B |
| Trailing P/Elower is cheaper for the same earnings, not automatically better | 55.7 | n/a |
| 1-year return | +63% | +35% |
| 5-year return | +189% | +140% |
| Ryufin Smart Scoresector-relative, 1–10 | 9/10 | 9/10 |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher or lower number, which is not the same as the better investment, a low P/E can be a warning and a high one can be deserved.
Fortinet
Revenue of $2.0B in Q2 2026, net income $606M. Its largest reported line is EMEA, 42% of the disclosed total.
Cloudflare, Inc.
Revenue of $696M in Q2 2026, net income null. Its largest reported line is US, 49% of the disclosed total.
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