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Side-by-side financial comparison of Core Natural Resources, Inc. (CNR) and Cloudflare, Inc. (NET). Click either name above to swap in a different company.
Core Natural Resources, Inc. is the larger business by last-quarter revenue ($1.0B vs $614.5M, roughly 1.7× Cloudflare, Inc.). Cloudflare, Inc. runs the higher net margin — -2.0% vs -7.6%, a 5.6% gap on every dollar of revenue. On growth, Core Natural Resources, Inc. posted the faster year-over-year revenue change (81.8% vs 33.6%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $26.0M). Over the past eight quarters, Core Natural Resources, Inc.'s revenue compounded faster (38.1% CAGR vs 27.4%).
Arch Resources, previously known as Arch Coal, was an American coal mining and processing company. The company mined, processed, and marketed bituminous and sub-bituminous coal with low sulfur content in the United States. Arch Resources was the second-largest supplier of coal in the United States, behind Peabody Energy. As of 2011 the company supplied 15% of the domestic market. Demand came mainly from generators of electricity.
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.
CNR vs NET — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $1.0B | $614.5M |
| Net Profit | $-79.0M | $-12.1M |
| Gross Margin | — | 73.6% |
| Operating Margin | -9.3% | -8.0% |
| Net Margin | -7.6% | -2.0% |
| Revenue YoY | 81.8% | 33.6% |
| Net Profit YoY | -356.3% | 6.0% |
| EPS (diluted) | $-1.51 | $-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 | $1.0B | $614.5M | ||
| Q3 25 | $1.0B | $562.0M | ||
| Q2 25 | $1.1B | $512.3M | ||
| Q1 25 | $1.0B | $479.1M | ||
| Q4 24 | $573.6M | $459.9M | ||
| Q3 24 | $553.4M | $430.1M | ||
| Q2 24 | $490.7M | $401.0M | ||
| Q1 24 | $546.7M | $378.6M |
| Q4 25 | $-79.0M | $-12.1M | ||
| Q3 25 | $31.6M | $-1.3M | ||
| Q2 25 | $-36.6M | $-50.4M | ||
| Q1 25 | $-69.3M | $-38.5M | ||
| Q4 24 | $30.8M | $-12.8M | ||
| Q3 24 | $95.6M | $-15.3M | ||
| Q2 24 | $58.1M | $-15.1M | ||
| Q1 24 | $101.9M | $-35.5M |
| Q4 25 | — | 73.6% | ||
| Q3 25 | — | 74.0% | ||
| Q2 25 | — | 74.9% | ||
| Q1 25 | — | 75.9% | ||
| Q4 24 | — | 76.4% | ||
| Q3 24 | — | 77.7% | ||
| Q2 24 | — | 77.8% | ||
| Q1 24 | — | 77.5% |
| Q4 25 | -9.3% | -8.0% | ||
| Q3 25 | -1.2% | -6.7% | ||
| Q2 25 | -1.7% | -13.1% | ||
| Q1 25 | -5.3% | -11.1% | ||
| Q4 24 | 6.6% | -7.5% | ||
| Q3 24 | 21.2% | -7.2% | ||
| Q2 24 | 14.6% | -8.7% | ||
| Q1 24 | 22.7% | -14.4% |
| Q4 25 | -7.6% | -2.0% | ||
| Q3 25 | 3.2% | -0.2% | ||
| Q2 25 | -3.3% | -9.8% | ||
| Q1 25 | -6.8% | -8.0% | ||
| Q4 24 | 5.4% | -2.8% | ||
| Q3 24 | 17.3% | -3.6% | ||
| Q2 24 | 11.8% | -3.8% | ||
| Q1 24 | 18.6% | -9.4% |
| Q4 25 | $-1.51 | $-0.03 | ||
| Q3 25 | $0.61 | $0.00 | ||
| Q2 25 | $-0.70 | $-0.15 | ||
| Q1 25 | $-1.38 | $-0.11 | ||
| Q4 24 | $1.04 | $-0.05 | ||
| Q3 24 | $3.22 | $-0.04 | ||
| Q2 24 | $1.96 | $-0.04 | ||
| Q1 24 | $3.39 | $-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 | $432.2M | $943.5M |
| Total DebtLower is stronger | $354.2M | — |
| Stockholders' EquityBook value | $3.7B | $1.5B |
| Total Assets | $6.1B | $6.0B |
| Debt / EquityLower = less leverage | 0.10× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $432.2M | $943.5M | ||
| Q3 25 | $444.7M | $1.1B | ||
| Q2 25 | $413.2M | $1.5B | ||
| Q1 25 | $388.5M | $204.5M | ||
| Q4 24 | $460.2M | $147.7M | ||
| Q3 24 | $331.7M | $182.9M | ||
| Q2 24 | $216.1M | $157.0M | ||
| Q1 24 | $172.6M | $254.4M |
| Q4 25 | $354.2M | — | ||
| Q3 25 | $334.5M | — | ||
| Q2 25 | $334.0M | — | ||
| Q1 25 | $329.8M | — | ||
| Q4 24 | $94.8M | — | ||
| Q3 24 | $83.7M | — | ||
| Q2 24 | $184.9M | — | ||
| Q1 24 | $185.5M | — |
| Q4 25 | $3.7B | $1.5B | ||
| Q3 25 | $3.8B | $1.3B | ||
| Q2 25 | $3.8B | $1.2B | ||
| Q1 25 | $3.9B | $1.4B | ||
| Q4 24 | $1.6B | $1.0B | ||
| Q3 24 | $1.5B | $973.1M | ||
| Q2 24 | $1.4B | $881.5M | ||
| Q1 24 | $1.4B | $797.2M |
| Q4 25 | $6.1B | $6.0B | ||
| Q3 25 | $6.2B | $5.8B | ||
| Q2 25 | $6.2B | $5.6B | ||
| Q1 25 | $6.3B | $3.7B | ||
| Q4 24 | $2.9B | $3.3B | ||
| Q3 24 | $2.8B | $3.1B | ||
| Q2 24 | $2.7B | $2.9B | ||
| Q1 24 | $2.7B | $2.8B |
| Q4 25 | 0.10× | — | ||
| Q3 25 | 0.09× | — | ||
| Q2 25 | 0.09× | — | ||
| Q1 25 | 0.08× | — | ||
| Q4 24 | 0.06× | — | ||
| Q3 24 | 0.05× | — | ||
| Q2 24 | 0.13× | — | ||
| Q1 24 | 0.13× | — |
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 | $107.3M | $190.4M |
| Free Cash FlowOCF − Capex | $26.0M | $105.2M |
| FCF MarginFCF / Revenue | 2.5% | 17.1% |
| Capex IntensityCapex / Revenue | 7.8% | 13.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $21.2M | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $107.3M | $190.4M | ||
| Q3 25 | $87.9M | $167.1M | ||
| Q2 25 | $220.2M | $99.8M | ||
| Q1 25 | $-109.6M | $145.8M | ||
| Q4 24 | $121.3M | $127.3M | ||
| Q3 24 | $161.3M | $104.7M | ||
| Q2 24 | $116.3M | $74.8M | ||
| Q1 24 | $77.5M | $73.6M |
| Q4 25 | $26.0M | $105.2M | ||
| Q3 25 | $38.6M | $82.5M | ||
| Q2 25 | $131.0M | $39.9M | ||
| Q1 25 | $-174.5M | $59.9M | ||
| Q4 24 | $80.5M | $54.2M | ||
| Q3 24 | $121.9M | $54.5M | ||
| Q2 24 | $60.9M | $45.2M | ||
| Q1 24 | $35.1M | $41.5M |
| Q4 25 | 2.5% | 17.1% | ||
| Q3 25 | 3.9% | 14.7% | ||
| Q2 25 | 11.9% | 7.8% | ||
| Q1 25 | -17.1% | 12.5% | ||
| Q4 24 | 14.0% | 11.8% | ||
| Q3 24 | 22.0% | 12.7% | ||
| Q2 24 | 12.4% | 11.3% | ||
| Q1 24 | 6.4% | 11.0% |
| Q4 25 | 7.8% | 13.9% | ||
| Q3 25 | 4.9% | 15.1% | ||
| Q2 25 | 8.1% | 11.7% | ||
| Q1 25 | 6.4% | 17.9% | ||
| Q4 24 | 7.1% | 15.9% | ||
| Q3 24 | 7.1% | 11.7% | ||
| Q2 24 | 11.3% | 7.4% | ||
| Q1 24 | 7.7% | 8.5% |
| Q4 25 | — | — | ||
| Q3 25 | 2.78× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 3.94× | — | ||
| Q3 24 | 1.69× | — | ||
| Q2 24 | 2.00× | — | ||
| Q1 24 | 0.76× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CNR
| Other | $397.4M | 38% |
| Power Generation | $376.5M | 36% |
| PRB | $183.0M | 18% |
| Metallurgical | $42.0M | 4% |
| Industrial | $34.1M | 3% |
| Terminal Revenue | $6.4M | 1% |
| Other Revenue | $3.0M | 0% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
