NET vs ORLY

Comparison between Cloudflare Inc - Class A (NET, Company) and O`Reilly Automotive Inc (ORLY, Company).

NET is from the Technology sector, while ORLY is from the Consumer Cyclical sector.

5-Year PerformanceNET has outperformed ORLY, delivering a return of +26.5% compared to +19.9%

NET vs ORLY - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NET(COMPANY)	ORLY(COMPANY)
Market Cap	$74B	$74B
Max Drawdown	82.58%	61.41%
Sharpe Ratio	1.09	-0.29
5Y Beta	1.56	0.22
Industry	Software - Infrastructure	Auto Parts
P/E Ratio	-643.53	28.83
Forward P/E	222.22	27.10
PEG Ratio	-27.99	2.33
5Y EPS CAGR	N/A	11.33%
Debt to Equity	84.64%	-580.60%
Free Cash Flow Yield	0.43%	2.58%
P/S Ratio	36.71	4.05
P/B Ratio	52.81	206.18

Market Cap

NET

$74B

Winner

ORLY

$74B

Max Drawdown

NET

82.58%

Winner

ORLY

61.41%

Sharpe Ratio

Winner

NET

1.09

ORLY

-0.29

5Y Beta

NET

1.56

Winner

ORLY

0.22

Industry

NET

Software - Infrastructure

ORLY

Auto Parts

P/E Ratio

Winner

NET

-643.53

ORLY

28.83

Forward P/E

NET

222.22

Winner

ORLY

27.10

PEG Ratio

Winner

NET

-27.99

ORLY

2.33

5Y EPS CAGR

NET

N/A

ORLY

11.33%

Debt to Equity

NET

84.64%

Winner

ORLY

-580.60%

Free Cash Flow Yield

NET

0.43%

Winner

ORLY

2.58%

P/S Ratio

NET

36.71

Winner

ORLY

4.05

P/B Ratio

Winner

NET

52.81

ORLY

206.18

NET vs ORLY - Historical Returns

Returns include dividend reinvestment.

Period	NET	ORLY
1 month	+18.36%	-7.02%
3 months	+48.30%	-6.91%
6 months	+29.84%	-11.39%
1 year	+53.75%	-4.47%
5 years(CAGR)	+26.50%	+19.93%
10 years(CAGR)	N/A	+17.58%
Max(CAGR)	+49.23%	+19.79%

Winner

NET

+18.36%

ORLY

-7.02%

Winner

NET

+48.30%

ORLY

-6.91%

Winner

NET

+29.84%

ORLY

-11.39%

Winner

NET

+53.75%

ORLY

-4.47%

5Y(CAGR)

Winner

NET

+26.50%

ORLY

+19.93%

10Y(CAGR)

NET

N/A

ORLY

+17.58%

Max(CAGR)

Winner

NET

+49.23%

ORLY

+19.79%

NET vs ORLY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

Year	NET	ORLY
2026	+35.36%	-3.28%
2025	+75.18%	+15.19%
2024	+35.70%	+25.48%
2023	+93.54%	+13.01%
2022	-64.16%	+21.28%
2021	+76.30%	+55.57%
2020	+346.21%	+3.44%
2019	-5.22%	+28.47%
2018	N/A	+38.14%
2017	N/A	-14.34%
2016	N/A	+13.12%
2015	N/A	+31.91%
2014	N/A	+49.60%
2013	N/A	+43.22%
2012	N/A	+14.42%
2011	N/A	+31.74%
2010	N/A	+56.93%
2009	N/A	+21.29%
2008	N/A	-4.92%
2007	N/A	+0.75%
2006	N/A	+0.22%
2005	N/A	+41.98%
2004	N/A	+18.81%
2003	N/A	+50.98%
2002	N/A	-28.11%
2001	N/A	+49.59%
2000	N/A	+24.42%
1999	N/A	-0.29%

NET vs ORLY Drawdown Comparison

The maximum drawdown for NET was -82.58%, occurring on Nov 9, 2022. Recovery took 952 trading sessions.

The maximum drawdown for ORLY was -61.41%, occurring on Mar 8, 2000. Recovery took 273 trading sessions.

The current NET drawdown is -2.69%. The current ORLY drawdown is -18.96%.

Rank	NET	ORLY
#1	-82.58% Nov 18, 2021 - Sep 8, 2025	-61.41% Nov 26, 1999 - Dec 26, 2000
#2	-36.76% Oct 31, 2025 - May 7, 2026	-45.27% Jun 1, 2007 - Apr 17, 2009
#3	-33.91% Feb 9, 2021 - Jun 10, 2021	-42.00% Nov 18, 2019 - Jul 22, 2020
#4	-31.82% Mar 5, 2020 - Mar 30, 2020	-40.53% Jul 29, 2016 - Jul 19, 2018
#5	-30.25% Sep 23, 2019 - Feb 21, 2020	-39.75% Dec 18, 2001 - Aug 29, 2003
#6	-27.26% May 7, 2026 - Jun 1, 2026	-33.42% Dec 29, 2000 - Jun 15, 2001
#7	-22.51% Aug 3, 2020 - Oct 5, 2020	-33.29% Jul 26, 2001 - Dec 5, 2001
#8	-17.98% Sep 22, 2021 - Oct 8, 2021	-25.11% May 2, 2012 - Apr 29, 2013
#9	-15.50% Oct 14, 2020 - Nov 6, 2020	-25.05% Mar 1, 2006 - May 30, 2007
#10	-15.35% Dec 22, 2020 - Feb 8, 2021	-23.03% Apr 20, 2022 - Oct 21, 2022
#11	-12.76% Apr 20, 2020 - May 7, 2020	-20.73% Jun 25, 2004 - Feb 4, 2005
#12	-12.43% Jul 10, 2020 - Jul 30, 2020	-20.23% Jul 30, 2009 - Mar 22, 2010
#13	-12.19% Apr 1, 2020 - Apr 16, 2020	-20.02% Sep 11, 2025 - Jun 2, 2026
#14	-11.04% May 7, 2020 - Jun 1, 2020	-19.44% Aug 2, 2005 - Jan 27, 2006
#15	-8.00% Sep 22, 2025 - Oct 31, 2025	-18.07% Mar 22, 2024 - Oct 9, 2024