NET vs SNDK
Cloudflare, Inc. and Sandisk, both Technology
Sandisk is the larger company at $122B against $110B. SNDK keeps 72 cents of operating profit from each dollar of sales against -14 for NET, and it also grew sales faster over the last year, +272% against +36%. Over the past year SNDK returned +315% against +23% for NET.
| Figure | NET | Both figures drawn to one scale | SNDK |
|---|---|---|---|
| Last close | $306 | $860 | |
| Market cap | $110B | $122B | |
| Trailing P/Eshare price over earnings per share | n/a | 6.9 | |
| Revenue growthlast twelve months on the year before | +36% | +272% | |
| Operating margin | minus 14% | 72% | |
| Net margin | minus 8.8% | 67% | |
| Free cash flow yield | 0.3% | 14% | |
| Net cashcash minus all debt | $687M | n/a | |
| Insiders, 12 monthsopen-market Form 4 trades | sold $698M net | sold $134M net | |
| 1-year return | +23% | +315% | |
| 5-year return | +71% | n/a |
Figures from SEC filings and end-of-day closes. Highlighting marks the higher number in each row, nothing more.
Cloudflare, Inc.
Revenue of $783M in the quarter to Sep 30, 2026, net income null. Its largest reported line is United States, 52% of the disclosed total.
Sandisk
Revenue of $11B in the quarter to Oct 2, 2026, net income $8.1B. Its largest reported line is Edge, 61% of the disclosed total.
Open these two in the interactive comparison to add more names, change the period or see the correlation.