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Side-by-side financial comparison of KFORCE INC (KFRC) 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 $330.4M, roughly 1.9× KFORCE INC). KFORCE INC runs the higher net margin — 2.4% vs -2.0%, a 4.4% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs 0.1%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $-7.4M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs -3.7%).
Kforce Inc. is a professional staffing and solutions firm headquartered in the United States. It provides skilled professional placements and specialized workforce solutions primarily across technology, finance & accounting, and healthcare segments, serving a wide range of mid-sized to large enterprise clients nationwide.
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.
KFRC vs NET — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $330.4M | $614.5M |
| Net Profit | $7.9M | $-12.1M |
| Gross Margin | 27.3% | 73.6% |
| Operating Margin | 3.6% | -8.0% |
| Net Margin | 2.4% | -2.0% |
| Revenue YoY | 0.1% | 33.6% |
| Net Profit YoY | -2.7% | 6.0% |
| EPS (diluted) | $0.46 | $-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.
| Q1 26 | $330.4M | — | ||
| Q4 25 | $332.0M | $614.5M | ||
| Q3 25 | $332.6M | $562.0M | ||
| Q2 25 | $334.3M | $512.3M | ||
| Q1 25 | $330.0M | $479.1M | ||
| Q4 24 | $343.8M | $459.9M | ||
| Q3 24 | $353.3M | $430.1M | ||
| Q2 24 | $356.3M | $401.0M |
| Q1 26 | $7.9M | — | ||
| Q4 25 | $5.2M | $-12.1M | ||
| Q3 25 | $11.1M | $-1.3M | ||
| Q2 25 | $10.4M | $-50.4M | ||
| Q1 25 | $8.1M | $-38.5M | ||
| Q4 24 | $11.1M | $-12.8M | ||
| Q3 24 | $14.2M | $-15.3M | ||
| Q2 24 | $14.2M | $-15.1M |
| Q1 26 | 27.3% | — | ||
| Q4 25 | 27.2% | 73.6% | ||
| Q3 25 | 27.7% | 74.0% | ||
| Q2 25 | 27.1% | 74.9% | ||
| Q1 25 | 26.7% | 75.9% | ||
| Q4 24 | 27.0% | 76.4% | ||
| Q3 24 | 27.9% | 77.7% | ||
| Q2 24 | 27.8% | 77.8% |
| Q1 26 | 3.6% | — | ||
| Q4 25 | 2.6% | -8.0% | ||
| Q3 25 | 4.5% | -6.7% | ||
| Q2 25 | 4.5% | -13.1% | ||
| Q1 25 | 3.5% | -11.1% | ||
| Q4 24 | 4.5% | -7.5% | ||
| Q3 24 | 5.3% | -7.2% | ||
| Q2 24 | 5.5% | -8.7% |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 1.6% | -2.0% | ||
| Q3 25 | 3.3% | -0.2% | ||
| Q2 25 | 3.1% | -9.8% | ||
| Q1 25 | 2.5% | -8.0% | ||
| Q4 24 | 3.2% | -2.8% | ||
| Q3 24 | 4.0% | -3.6% | ||
| Q2 24 | 4.0% | -3.8% |
| Q1 26 | $0.46 | — | ||
| Q4 25 | $0.29 | $-0.03 | ||
| Q3 25 | $0.63 | $0.00 | ||
| Q2 25 | $0.59 | $-0.15 | ||
| Q1 25 | $0.45 | $-0.11 | ||
| Q4 24 | $0.60 | $-0.05 | ||
| Q3 24 | $0.75 | $-0.04 | ||
| Q2 24 | $0.75 | $-0.04 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | ||
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $1.3M | $943.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $117.4M | $1.5B |
| Total Assets | $384.8M | $6.0B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $1.3M | — | ||
| Q4 25 | $2.1M | $943.5M | ||
| Q3 25 | $1.3M | $1.1B | ||
| Q2 25 | $2.5M | $1.5B | ||
| Q1 25 | $444.0K | $204.5M | ||
| Q4 24 | $349.0K | $147.7M | ||
| Q3 24 | $127.0K | $182.9M | ||
| Q2 24 | $110.0K | $157.0M |
| Q1 26 | $117.4M | — | ||
| Q4 25 | $124.6M | $1.5B | ||
| Q3 25 | $132.1M | $1.3B | ||
| Q2 25 | $134.4M | $1.2B | ||
| Q1 25 | $138.0M | $1.4B | ||
| Q4 24 | $154.6M | $1.0B | ||
| Q3 24 | $167.4M | $973.1M | ||
| Q2 24 | $166.6M | $881.5M |
| Q1 26 | $384.8M | — | ||
| Q4 25 | $365.6M | $6.0B | ||
| Q3 25 | $374.2M | $5.8B | ||
| Q2 25 | $373.6M | $5.6B | ||
| Q1 25 | $368.2M | $3.7B | ||
| Q4 24 | $357.8M | $3.3B | ||
| Q3 24 | $369.9M | $3.1B | ||
| Q2 24 | $362.7M | $2.9B |
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 | — | $190.4M |
| Free Cash FlowOCF − Capex | $-7.4M | $105.2M |
| FCF MarginFCF / Revenue | -2.2% | 17.1% |
| Capex IntensityCapex / Revenue | 1.0% | 13.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $43.3M | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $19.7M | $190.4M | ||
| Q3 25 | $23.3M | $167.1M | ||
| Q2 25 | $18.4M | $99.8M | ||
| Q1 25 | $249.0K | $145.8M | ||
| Q4 24 | $21.8M | $127.3M | ||
| Q3 24 | $31.0M | $104.7M | ||
| Q2 24 | $20.9M | $74.8M |
| Q1 26 | $-7.4M | — | ||
| Q4 25 | $16.7M | $105.2M | ||
| Q3 25 | $19.8M | $82.5M | ||
| Q2 25 | $14.2M | $39.9M | ||
| Q1 25 | $-3.9M | $59.9M | ||
| Q4 24 | $20.9M | $54.2M | ||
| Q3 24 | $27.5M | $54.5M | ||
| Q2 24 | $17.8M | $45.2M |
| Q1 26 | -2.2% | — | ||
| Q4 25 | 5.0% | 17.1% | ||
| Q3 25 | 6.0% | 14.7% | ||
| Q2 25 | 4.3% | 7.8% | ||
| Q1 25 | -1.2% | 12.5% | ||
| Q4 24 | 6.1% | 11.8% | ||
| Q3 24 | 7.8% | 12.7% | ||
| Q2 24 | 5.0% | 11.3% |
| Q1 26 | 1.0% | — | ||
| Q4 25 | 0.9% | 13.9% | ||
| Q3 25 | 1.1% | 15.1% | ||
| Q2 25 | 1.2% | 11.7% | ||
| Q1 25 | 1.3% | 17.9% | ||
| Q4 24 | 0.3% | 15.9% | ||
| Q3 24 | 1.0% | 11.7% | ||
| Q2 24 | 0.9% | 7.4% |
| Q1 26 | — | — | ||
| Q4 25 | 3.82× | — | ||
| Q3 25 | 2.11× | — | ||
| Q2 25 | 1.76× | — | ||
| Q1 25 | 0.03× | — | ||
| Q4 24 | 1.97× | — | ||
| Q3 24 | 2.18× | — | ||
| Q2 24 | 1.48× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
KFRC
Segment breakdown not available.
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |