NET vs VRT

Comparison between Cloudflare Inc - Class A (NET, Company) and Vertiv Holdings Co - Class A (VRT, Company).

NET is from the Technology sector, while VRT is from the Industrials sector.

5-Year PerformanceVRT has outperformed NET, delivering a return of +58.1% compared to +19.8%

NET vs VRT - Performance Comparison

Log

Key Characteristics

Financial metrics and valuation ratios

Metric	NET(COMPANY)	VRT(COMPANY)
Market Cap	$110B	$111B
Max Drawdown	82.58%	71.25%
Sharpe Ratio	0.85	1.27
5Y Beta	1.62	2.40
Industry	Software - Infrastructure	Electrical Equipment & Parts
P/E Ratio	-449.03	63.85
Forward P/E	238.10	45.87
PEG Ratio	-3.53	0.57
Dividend Yield	N/A	0.06%
5Y Dividends CAGR	N/A	92.23%
Debt to Equity	79.83%	61.79%
Free Cash Flow Yield	0.32%	2.61%
P/S Ratio	44.76	9.85
P/B Ratio	68.27	21.86

Market Cap

NET

$110B

Winner

VRT

$111B

Max Drawdown

NET

82.58%

Winner

VRT

71.25%

Sharpe Ratio

NET

0.85

Winner

VRT

1.27

5Y Beta

Winner

NET

1.62

VRT

2.40

Industry

NET

Software - Infrastructure

VRT

Electrical Equipment & Parts

P/E Ratio

Winner

NET

-449.03

VRT

63.85

Forward P/E

NET

238.10

Winner

VRT

45.87

PEG Ratio

Winner

NET

-3.53

VRT

0.57

Dividend Yield

NET

N/A

VRT

0.06%

5Y Dividends CAGR

NET

N/A

VRT

92.23%

Debt to Equity

NET

79.83%

Winner

VRT

61.79%

Free Cash Flow Yield

NET

0.32%

Winner

VRT

2.61%

P/S Ratio

NET

44.76

Winner

VRT

9.85

P/B Ratio

NET

68.27

Winner

VRT

21.86

NET vs VRT - Historical Returns

Returns include dividend reinvestment.

Period	NET	VRT
1 month	+7.14%	-10.52%
3 months	+41.19%	-19.09%
6 months	+51.52%	+7.43%
1 year	+48.53%	+102.46%
5 years(CAGR)	+19.83%	+58.06%
10 years(CAGR)	N/A	+50.30%
Max(CAGR)	+49.46%	+50.30%

Winner

NET

+7.14%

VRT

-10.52%

Winner

NET

+41.19%

VRT

-19.09%

Winner

NET

+51.52%

VRT

+7.43%

NET

+48.53%

Winner

VRT

+102.46%

5Y(CAGR)

NET

+19.83%

Winner

VRT

+58.06%

10Y(CAGR)

NET

N/A

VRT

+50.30%

Max(CAGR)

NET

+49.46%

Winner

VRT

+50.30%

NET vs VRT - Annual Returns (2018 - 2026)

Returns include dividend reinvestment.

Year	NET	VRT
2026	+48.90%	+48.69%
2025	+75.18%	+37.14%
2024	+35.70%	+149.22%
2023	+93.54%	+261.32%
2022	-64.16%	-43.93%
2021	+76.30%	+34.88%
2020	+346.21%	+66.49%
2019	-5.22%	+13.13%
2018	N/A	-0.51%

NET vs VRT Drawdown Comparison

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

The maximum drawdown for VRT was -71.24%, occurring on Jun 30, 2022. Recovery took 480 trading sessions.

The current NET drawdown is -11.77%. The current VRT drawdown is -30.61%.

Rank	NET	VRT
#1	-82.58% Nov 18, 2021 - Sep 8, 2025	-71.24% Sep 2, 2021 - Aug 2, 2023
#2	-36.76% Oct 31, 2025 - May 7, 2026	-61.28% Jan 23, 2025 - Oct 1, 2025
#3	-33.91% Feb 9, 2021 - Jun 10, 2021	-58.62% Feb 19, 2020 - Jun 2, 2020
#4	-31.82% Mar 5, 2020 - Mar 30, 2020	-40.71% May 14, 2026 - Jul 29, 2026
#5	-30.25% Sep 23, 2019 - Feb 21, 2020	-36.67% May 24, 2024 - Oct 7, 2024
#6	-27.26% May 7, 2026 - Jun 1, 2026	-24.78% Oct 29, 2025 - Feb 9, 2026
#7	-22.51% Aug 3, 2020 - Oct 5, 2020	-19.68% Nov 21, 2024 - Jan 21, 2025
#8	-19.91% Jun 2, 2026 - Jul 8, 2026	-17.43% Jun 8, 2020 - Aug 3, 2020
#9	-17.98% Sep 22, 2021 - Oct 8, 2021	-16.62% Oct 12, 2023 - Nov 10, 2023
#10	-15.50% Oct 14, 2020 - Nov 6, 2020	-15.19% Mar 25, 2026 - Apr 8, 2026
#11	-15.35% Dec 22, 2020 - Feb 8, 2021	-13.12% Apr 11, 2024 - Apr 25, 2024
#12	-12.76% Apr 20, 2020 - May 7, 2020	-11.71% Oct 22, 2020 - Dec 1, 2020
#13	-12.43% Jul 10, 2020 - Jul 30, 2020	-11.52% Feb 23, 2021 - Apr 13, 2021
#14	-12.19% Apr 1, 2020 - Apr 16, 2020	-10.91% Sep 1, 2023 - Oct 9, 2023
#15	-11.77% Aug 13, 2026 - Aug 19, 2026	-9.88% Feb 14, 2024 - Feb 26, 2024