COMP <GO>
SNOW vs NET // ENTERPRISE SCALE & MARKET CAP
Snowflake Inc. (NYSE) VS. Cloudflare Inc. (NYSE) • 15-METRIC TALLY: SNOW 5
— NET 6
▲ ENTERPRISE SCALE & MARKET CAP LEADER: SNOW
LAST: $306.08 (-7.32%) • MKT CAP: $116.52B
market-cap
$116.52B
LAST: $280.70 (-9.54%) • MKT CAP: $110.49B
market-cap
$110.49B
15-METRIC INSTITUTIONAL SIDE-BY-SIDE SCORECARD (SNOW VS. NET)
EMERALD CELL = QUANTITATIVE EDGE
| INSTITUTIONAL METRIC | SNOW | NET | SPREAD (A - B) | ADVANTAGE | DEDICATED URL |
|---|---|---|---|---|---|
| Gross Profit Margin | 67.20% | 74.50% | -7.30 | NET | /gross-margins <GO> |
| Return on Invested Capital (ROIC) | -12.20% | -1.90% | -10.30 | NET | /roic <GO> |
| EV/EBITDA & P/E Valuation | — | — | — | TIE | /valuation <GO> |
| Free Cash Flow Yield | 0.96% | 0.26% | +0.70 | SNOW | /fcf-yield <GO> |
| Operating Margin | -30.60% | -9.60% | -21.00 | NET | /operating-margins <GO> |
| Net Profit Margin | -28.40% | -4.70% | -23.70 | NET | /net-margins <GO> |
| Revenue Growth (YoY) | 29.20% | 29.80% | -0.60 | NET | /revenue-growth <GO> |
| Dividend Yield & FCF Payout Safety | 0.00% | 0.00% | 0.00 | TIE | /dividend-safety <GO> |
| Altman Z-Score & Debt/Equity | 8.41 | 14.91 | -6.50 | NET | /balance-sheet <GO> |
| Piotroski F-Score Quality | 6/9 | 6/9 | 0.00 | TIE | /piotroski-score <GO> |
| Options Implied Move & Put/Call Skew | — | — | — | TIE | /options-implied-move <GO> |
| RSI-14 & 200D SMA Momentum | 50.1 | 47.0 | +3.10 | SNOW | /rsi-technicals <GO> |
| 10Y Yield & FRED Macro Beta | 1.23 | 1.21 | +0.02 | SNOW | /macro-sensitivity <GO> |
| Forward P/E Multiple | 29.0x | 30.0x | -1.00 | SNOW | /forward-pe <GO> |
| Enterprise Scale & Market Cap ACTIVE | $116.52B | $110.49B | $6.03B | SNOW | /market-cap <GO> |
5-YEAR HISTORICAL XBRL REVENUE & MARGIN TRAJECTORY SEC FORM 10-K FY
| FISCAL YEAR | SNOW REV | NET REV | SNOW GROSS % | NET GROSS % | SNOW FCF | NET FCF |
|---|---|---|---|---|---|---|
| FY 2025 | $4.68B | $2.17B | 67.2% | 74.5% | $1.12B | $287.5M |
| FY 2024 | $3.63B | $1.67B | 66.5% | 77.3% | $913.5M | $195.4M |
| FY 2023 | $2.81B | $1.30B | — | — | $721.8M | $196.1M |
FRED MACRO REGIME CORRELATION COMPARISON PEARSON r
SNOW // BETA 1.23
NET // BETA 1.21