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Side-by-side financial comparison of AdvanSix Inc. (ASIX) and Cloudflare, Inc. (NET). Click either name above to swap in a different company.
Cloudflare, Inc. is the larger business by last-quarter revenue ($614.5M vs $359.9M, roughly 1.7× AdvanSix Inc.). AdvanSix Inc. runs the higher net margin — -0.8% vs -2.0%, a 1.2% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs 9.4%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $36.1M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs 3.4%).
AdvanSix Inc. is an American chemical company that produces nylon 6 and related chemicals such as caprolactam and ammonium sulfate fertilizers. It operated as Honeywell's Resins and Chemicals division until 2016, when it was spun off as a separate company. The unit accounted for 3 percent of Honeywell's sales at the time. For 2019, revenue is estimated at $1.4 billion. The company traces its lineage to the H. W. Jayne Company, established 1884 in Frankford, Pennsylvania.
Cloudflare, Inc. is an American technology company headquartered in San Francisco, California, that provides a range of internet services, including content delivery network (CDN) services, cloud cybersecurity, DDoS mitigation, and ICANN-accredited domain registration. The company's services act primarily as a reverse proxy between website visitors and a customer's hosting provider, improving performance and protecting against malicious traffic.
ASIX vs NET — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $359.9M | $614.5M |
| Net Profit | $-2.8M | $-12.1M |
| Gross Margin | 7.6% | 73.6% |
| Operating Margin | -0.7% | -8.0% |
| Net Margin | -0.8% | -2.0% |
| Revenue YoY | 9.4% | 33.6% |
| Net Profit YoY | -892.9% | 6.0% |
| EPS (diluted) | $-0.11 | $-0.03 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q4 25 | $359.9M | $614.5M | ||
| Q3 25 | $374.5M | $562.0M | ||
| Q2 25 | $410.0M | $512.3M | ||
| Q1 25 | $377.8M | $479.1M | ||
| Q4 24 | $329.1M | $459.9M | ||
| Q3 24 | $398.2M | $430.1M | ||
| Q2 24 | $453.5M | $401.0M | ||
| Q1 24 | $336.8M | $378.6M |
| Q4 25 | $-2.8M | $-12.1M | ||
| Q3 25 | $-2.6M | $-1.3M | ||
| Q2 25 | $31.4M | $-50.4M | ||
| Q1 25 | $23.3M | $-38.5M | ||
| Q4 24 | $352.0K | $-12.8M | ||
| Q3 24 | $22.3M | $-15.3M | ||
| Q2 24 | $38.9M | $-15.1M | ||
| Q1 24 | $-17.4M | $-35.5M |
| Q4 25 | 7.6% | 73.6% | ||
| Q3 25 | 6.8% | 74.0% | ||
| Q2 25 | 14.3% | 74.9% | ||
| Q1 25 | 14.2% | 75.9% | ||
| Q4 24 | 3.4% | 76.4% | ||
| Q3 24 | 14.4% | 77.7% | ||
| Q2 24 | 17.9% | 77.8% | ||
| Q1 24 | 0.9% | 77.5% |
| Q4 25 | -0.7% | -8.0% | ||
| Q3 25 | -0.9% | -6.7% | ||
| Q2 25 | 7.7% | -13.1% | ||
| Q1 25 | 7.7% | -11.1% | ||
| Q4 24 | -3.9% | -7.5% | ||
| Q3 24 | 7.5% | -7.2% | ||
| Q2 24 | 11.5% | -8.7% | ||
| Q1 24 | -7.0% | -14.4% |
| Q4 25 | -0.8% | -2.0% | ||
| Q3 25 | -0.7% | -0.2% | ||
| Q2 25 | 7.7% | -9.8% | ||
| Q1 25 | 6.2% | -8.0% | ||
| Q4 24 | 0.1% | -2.8% | ||
| Q3 24 | 5.6% | -3.6% | ||
| Q2 24 | 8.6% | -3.8% | ||
| Q1 24 | -5.2% | -9.4% |
| Q4 25 | $-0.11 | $-0.03 | ||
| Q3 25 | $-0.10 | $0.00 | ||
| Q2 25 | $1.15 | $-0.15 | ||
| Q1 25 | $0.86 | $-0.11 | ||
| Q4 24 | $0.02 | $-0.05 | ||
| Q3 24 | $0.82 | $-0.04 | ||
| Q2 24 | $1.43 | $-0.04 | ||
| Q1 24 | $-0.65 | $-0.10 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $19.8M | $943.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $815.2M | $1.5B |
| Total Assets | $1.7B | $6.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $19.8M | $943.5M | ||
| Q3 25 | $23.7M | $1.1B | ||
| Q2 25 | $18.4M | $1.5B | ||
| Q1 25 | $8.3M | $204.5M | ||
| Q4 24 | $19.6M | $147.7M | ||
| Q3 24 | $17.3M | $182.9M | ||
| Q2 24 | $12.1M | $157.0M | ||
| Q1 24 | $20.6M | $254.4M |
| Q4 25 | $815.2M | $1.5B | ||
| Q3 25 | $818.2M | $1.3B | ||
| Q2 25 | $823.7M | $1.2B | ||
| Q1 25 | $794.4M | $1.4B | ||
| Q4 24 | $774.6M | $1.0B | ||
| Q3 24 | $766.4M | $973.1M | ||
| Q2 24 | $746.6M | $881.5M | ||
| Q1 24 | $713.2M | $797.2M |
| Q4 25 | $1.7B | $6.0B | ||
| Q3 25 | $1.7B | $5.8B | ||
| Q2 25 | $1.6B | $5.6B | ||
| Q1 25 | $1.6B | $3.7B | ||
| Q4 24 | $1.6B | $3.3B | ||
| Q3 24 | $1.5B | $3.1B | ||
| Q2 24 | $1.5B | $2.9B | ||
| Q1 24 | $1.5B | $2.8B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $63.7M | $190.4M |
| Free Cash FlowOCF − Capex | $36.1M | $105.2M |
| FCF MarginFCF / Revenue | 10.0% | 17.1% |
| Capex IntensityCapex / Revenue | 7.7% | 13.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $6.4M | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $63.7M | $190.4M | ||
| Q3 25 | $26.6M | $167.1M | ||
| Q2 25 | $21.1M | $99.8M | ||
| Q1 25 | $11.4M | $145.8M | ||
| Q4 24 | $64.2M | $127.3M | ||
| Q3 24 | $57.3M | $104.7M | ||
| Q2 24 | $50.2M | $74.8M | ||
| Q1 24 | $-36.2M | $73.6M |
| Q4 25 | $36.1M | $105.2M | ||
| Q3 25 | $66.0K | $82.5M | ||
| Q2 25 | $-7.2M | $39.9M | ||
| Q1 25 | $-22.6M | $59.9M | ||
| Q4 24 | $29.8M | $54.2M | ||
| Q3 24 | $26.8M | $54.5M | ||
| Q2 24 | $16.7M | $45.2M | ||
| Q1 24 | $-71.6M | $41.5M |
| Q4 25 | 10.0% | 17.1% | ||
| Q3 25 | 0.0% | 14.7% | ||
| Q2 25 | -1.7% | 7.8% | ||
| Q1 25 | -6.0% | 12.5% | ||
| Q4 24 | 9.1% | 11.8% | ||
| Q3 24 | 6.7% | 12.7% | ||
| Q2 24 | 3.7% | 11.3% | ||
| Q1 24 | -21.3% | 11.0% |
| Q4 25 | 7.7% | 13.9% | ||
| Q3 25 | 7.1% | 15.1% | ||
| Q2 25 | 6.9% | 11.7% | ||
| Q1 25 | 9.0% | 17.9% | ||
| Q4 24 | 10.4% | 15.9% | ||
| Q3 24 | 7.7% | 11.7% | ||
| Q2 24 | 7.4% | 7.4% | ||
| Q1 24 | 10.5% | 8.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 0.67× | — | ||
| Q1 25 | 0.49× | — | ||
| Q4 24 | 182.29× | — | ||
| Q3 24 | 2.57× | — | ||
| Q2 24 | 1.29× | — | ||
| Q1 24 | — | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ASIX
| Plant Nutrients | $140.0M | 39% |
| Chemical Intermediates | $92.8M | 26% |
| Caprolactam | $64.4M | 18% |
| Nylon Resins | $62.8M | 17% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
