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Side-by-side financial comparison of EDGEWELL PERSONAL CARE Co (EPC) 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 $422.8M, roughly 1.5× EDGEWELL PERSONAL CARE Co). Cloudflare, Inc. runs the higher net margin — -2.0% vs -15.5%, a 13.6% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs -11.6%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $-137.5M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs -16.0%).
The Edgewell Personal Care Company is an American multinational consumer products company headquartered in Shelton, Connecticut. It was formed in 2015 following the corporate spin-off from Energizer Holdings, Inc..
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.
EPC vs NET — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $422.8M | $614.5M |
| Net Profit | $-65.7M | $-12.1M |
| Gross Margin | 38.1% | 73.6% |
| Operating Margin | -4.5% | -8.0% |
| Net Margin | -15.5% | -2.0% |
| Revenue YoY | -11.6% | 33.6% |
| Net Profit YoY | -3028.6% | 6.0% |
| EPS (diluted) | $-1.41 | $-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 | $422.8M | $614.5M | ||
| Q3 25 | $600.5M | $562.0M | ||
| Q2 25 | $627.2M | $512.3M | ||
| Q1 25 | $580.7M | $479.1M | ||
| Q4 24 | $415.1M | $459.9M | ||
| Q3 24 | $517.6M | $430.1M | ||
| Q2 24 | $647.8M | $401.0M | ||
| Q1 24 | $599.4M | $378.6M |
| Q4 25 | $-65.7M | $-12.1M | ||
| Q3 25 | $-30.6M | $-1.3M | ||
| Q2 25 | $29.1M | $-50.4M | ||
| Q1 25 | $29.0M | $-38.5M | ||
| Q4 24 | $-2.1M | $-12.8M | ||
| Q3 24 | $8.8M | $-15.3M | ||
| Q2 24 | $49.0M | $-15.1M | ||
| Q1 24 | $36.0M | $-35.5M |
| Q4 25 | 38.1% | 73.6% | ||
| Q3 25 | 37.9% | 74.0% | ||
| Q2 25 | 42.8% | 74.9% | ||
| Q1 25 | 44.1% | 75.9% | ||
| Q4 24 | 41.6% | 76.4% | ||
| Q3 24 | 41.1% | 77.7% | ||
| Q2 24 | 44.3% | 77.8% | ||
| Q1 24 | 43.1% | 77.5% |
| Q4 25 | -4.5% | -8.0% | ||
| Q3 25 | -4.2% | -6.7% | ||
| Q2 25 | 8.6% | -13.1% | ||
| Q1 25 | 10.1% | -11.1% | ||
| Q4 24 | 2.2% | -7.5% | ||
| Q3 24 | 3.9% | -7.2% | ||
| Q2 24 | 12.8% | -8.7% | ||
| Q1 24 | 11.7% | -14.4% |
| Q4 25 | -15.5% | -2.0% | ||
| Q3 25 | -5.1% | -0.2% | ||
| Q2 25 | 4.6% | -9.8% | ||
| Q1 25 | 5.0% | -8.0% | ||
| Q4 24 | -0.5% | -2.8% | ||
| Q3 24 | 1.7% | -3.6% | ||
| Q2 24 | 7.6% | -3.8% | ||
| Q1 24 | 6.0% | -9.4% |
| Q4 25 | $-1.41 | $-0.03 | ||
| Q3 25 | $-0.65 | $0.00 | ||
| Q2 25 | $0.62 | $-0.15 | ||
| Q1 25 | $0.60 | $-0.11 | ||
| Q4 24 | $-0.04 | $-0.05 | ||
| Q3 24 | $0.18 | $-0.04 | ||
| Q2 24 | $0.98 | $-0.04 | ||
| Q1 24 | $0.72 | $-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 | — | $943.5M |
| Total DebtLower is stronger | $1.5B | — |
| Stockholders' EquityBook value | $1.5B | $1.5B |
| Total Assets | $3.8B | $6.0B |
| Debt / EquityLower = less leverage | 1.03× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | — | $943.5M | ||
| Q3 25 | — | $1.1B | ||
| Q2 25 | — | $1.5B | ||
| Q1 25 | — | $204.5M | ||
| Q4 24 | — | $147.7M | ||
| Q3 24 | $209.1M | $182.9M | ||
| Q2 24 | — | $157.0M | ||
| Q1 24 | — | $254.4M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.4B | — | ||
| Q1 25 | $1.4B | — | ||
| Q4 24 | $1.4B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.4B | — |
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.6B | $1.3B | ||
| Q2 25 | $1.6B | $1.2B | ||
| Q1 25 | $1.5B | $1.4B | ||
| Q4 24 | $1.5B | $1.0B | ||
| Q3 24 | $1.6B | $973.1M | ||
| Q2 24 | $1.6B | $881.5M | ||
| Q1 24 | $1.6B | $797.2M |
| Q4 25 | $3.8B | $6.0B | ||
| Q3 25 | $3.8B | $5.8B | ||
| Q2 25 | $3.8B | $5.6B | ||
| Q1 25 | $3.8B | $3.7B | ||
| Q4 24 | $3.7B | $3.3B | ||
| Q3 24 | $3.7B | $3.1B | ||
| Q2 24 | $3.7B | $2.9B | ||
| Q1 24 | $3.8B | $2.8B |
| Q4 25 | 1.03× | — | ||
| Q3 25 | 0.89× | — | ||
| Q2 25 | 0.88× | — | ||
| Q1 25 | 0.95× | — | ||
| Q4 24 | 0.97× | — | ||
| Q3 24 | 0.81× | — | ||
| Q2 24 | 0.82× | — | ||
| Q1 24 | 0.88× | — |
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 | $-125.9M | $190.4M |
| Free Cash FlowOCF − Capex | $-137.5M | $105.2M |
| FCF MarginFCF / Revenue | -32.5% | 17.1% |
| Capex IntensityCapex / Revenue | 2.7% | 13.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $36.3M | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $-125.9M | $190.4M | ||
| Q3 25 | $74.1M | $167.1M | ||
| Q2 25 | $114.8M | $99.8M | ||
| Q1 25 | $45.1M | $145.8M | ||
| Q4 24 | $-115.6M | $127.3M | ||
| Q3 24 | $-388.3M | $104.7M | ||
| Q2 24 | $101.2M | $74.8M | ||
| Q1 24 | $129.0M | $73.6M |
| Q4 25 | $-137.5M | $105.2M | ||
| Q3 25 | $46.5M | $82.5M | ||
| Q2 25 | $99.3M | $39.9M | ||
| Q1 25 | $28.0M | $59.9M | ||
| Q4 24 | $-132.4M | $54.2M | ||
| Q3 24 | $-414.2M | $54.5M | ||
| Q2 24 | $88.6M | $45.2M | ||
| Q1 24 | $117.5M | $41.5M |
| Q4 25 | -32.5% | 17.1% | ||
| Q3 25 | 7.7% | 14.7% | ||
| Q2 25 | 15.8% | 7.8% | ||
| Q1 25 | 4.8% | 12.5% | ||
| Q4 24 | -31.9% | 11.8% | ||
| Q3 24 | -80.0% | 12.7% | ||
| Q2 24 | 13.7% | 11.3% | ||
| Q1 24 | 19.6% | 11.0% |
| Q4 25 | 2.7% | 13.9% | ||
| Q3 25 | 4.6% | 15.1% | ||
| Q2 25 | 2.5% | 11.7% | ||
| Q1 25 | 2.9% | 17.9% | ||
| Q4 24 | 4.0% | 15.9% | ||
| Q3 24 | 5.0% | 11.7% | ||
| Q2 24 | 1.9% | 7.4% | ||
| Q1 24 | 1.9% | 8.5% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 3.95× | — | ||
| Q1 25 | 1.56× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | -44.13× | — | ||
| Q2 24 | 2.07× | — | ||
| Q1 24 | 3.58× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EPC
| Other | $242.0M | 57% |
| Sunand Skin Care Segment | $131.5M | 31% |
| Shavinggelsandcreams | $32.3M | 8% |
| Wipes And Other Skin Care Products | $17.0M | 4% |
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
