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Side-by-side financial comparison of MURPHY OIL CORP (MUR) 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 $613.1M, roughly 1.0× MURPHY OIL CORP). MURPHY OIL CORP runs the higher net margin — 1.9% vs -2.0%, a 3.9% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs -8.4%). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs -12.2%).
Murphy Oil Corporation is an American energy company engaged in hydrocarbon exploration headquartered in Houston, Texas.
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.
MUR vs NET — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $613.1M | $614.5M |
| Net Profit | $11.9M | $-12.1M |
| Gross Margin | — | 73.6% |
| Operating Margin | 9.7% | -8.0% |
| Net Margin | 1.9% | -2.0% |
| Revenue YoY | -8.4% | 33.6% |
| Net Profit YoY | -76.3% | 6.0% |
| EPS (diluted) | $0.08 | $-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 | $613.1M | $614.5M | ||
| Q3 25 | $721.0M | $562.0M | ||
| Q2 25 | $683.0M | $512.3M | ||
| Q1 25 | $672.7M | $479.1M | ||
| Q4 24 | $669.6M | $459.9M | ||
| Q3 24 | $753.2M | $430.1M | ||
| Q2 24 | $801.0M | $401.0M | ||
| Q1 24 | $794.8M | $378.6M |
| Q4 25 | $11.9M | $-12.1M | ||
| Q3 25 | $-3.0M | $-1.3M | ||
| Q2 25 | $22.3M | $-50.4M | ||
| Q1 25 | $73.0M | $-38.5M | ||
| Q4 24 | $50.4M | $-12.8M | ||
| Q3 24 | $139.1M | $-15.3M | ||
| Q2 24 | $127.7M | $-15.1M | ||
| Q1 24 | $90.0M | $-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 | 99.6% | 77.8% | ||
| Q1 24 | 100.0% | 77.5% |
| Q4 25 | 9.7% | -8.0% | ||
| Q3 25 | 0.8% | -6.7% | ||
| Q2 25 | 13.5% | -13.1% | ||
| Q1 25 | 21.4% | -11.1% | ||
| Q4 24 | 12.7% | -7.5% | ||
| Q3 24 | 23.8% | -7.2% | ||
| Q2 24 | 23.0% | -8.7% | ||
| Q1 24 | 19.4% | -14.4% |
| Q4 25 | 1.9% | -2.0% | ||
| Q3 25 | -0.4% | -0.2% | ||
| Q2 25 | 3.3% | -9.8% | ||
| Q1 25 | 10.9% | -8.0% | ||
| Q4 24 | 7.5% | -2.8% | ||
| Q3 24 | 18.5% | -3.6% | ||
| Q2 24 | 15.9% | -3.8% | ||
| Q1 24 | 11.3% | -9.4% |
| Q4 25 | $0.08 | $-0.03 | ||
| Q3 25 | $-0.02 | $0.00 | ||
| Q2 25 | $0.16 | $-0.15 | ||
| Q1 25 | $0.50 | $-0.11 | ||
| Q4 24 | $0.35 | $-0.05 | ||
| Q3 24 | $0.93 | $-0.04 | ||
| Q2 24 | $0.83 | $-0.04 | ||
| Q1 24 | $0.59 | $-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 | $377.2M | $943.5M |
| Total DebtLower is stronger | $1.4B | — |
| Stockholders' EquityBook value | $5.1B | $1.5B |
| Total Assets | $9.8B | $6.0B |
| Debt / EquityLower = less leverage | 0.27× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $377.2M | $943.5M | ||
| Q3 25 | $426.0M | $1.1B | ||
| Q2 25 | $379.6M | $1.5B | ||
| Q1 25 | $392.9M | $204.5M | ||
| Q4 24 | $423.6M | $147.7M | ||
| Q3 24 | $271.2M | $182.9M | ||
| Q2 24 | $333.6M | $157.0M | ||
| Q1 24 | $323.4M | $254.4M |
| Q4 25 | $1.4B | — | ||
| Q3 25 | $1.4B | — | ||
| Q2 25 | $1.5B | — | ||
| Q1 25 | $1.5B | — | ||
| Q4 24 | $1.3B | — | ||
| Q3 24 | $1.3B | — | ||
| Q2 24 | $1.3B | — | ||
| Q1 24 | $1.3B | — |
| Q4 25 | $5.1B | $1.5B | ||
| Q3 25 | $5.1B | $1.3B | ||
| Q2 25 | $5.2B | $1.2B | ||
| Q1 25 | $5.1B | $1.4B | ||
| Q4 24 | $5.2B | $1.0B | ||
| Q3 24 | $5.2B | $973.1M | ||
| Q2 24 | $5.3B | $881.5M | ||
| Q1 24 | $5.3B | $797.2M |
| Q4 25 | $9.8B | $6.0B | ||
| Q3 25 | $9.7B | $5.8B | ||
| Q2 25 | $9.8B | $5.6B | ||
| Q1 25 | $9.8B | $3.7B | ||
| Q4 24 | $9.7B | $3.3B | ||
| Q3 24 | $9.7B | $3.1B | ||
| Q2 24 | $9.9B | $2.9B | ||
| Q1 24 | $9.7B | $2.8B |
| Q4 25 | 0.27× | — | ||
| Q3 25 | 0.28× | — | ||
| Q2 25 | 0.28× | — | ||
| Q1 25 | 0.29× | — | ||
| Q4 24 | 0.25× | — | ||
| Q3 24 | 0.24× | — | ||
| Q2 24 | 0.24× | — | ||
| Q1 24 | 0.25× | — |
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 | $249.6M | $190.4M |
| Free Cash FlowOCF − Capex | — | $105.2M |
| FCF MarginFCF / Revenue | — | 17.1% |
| Capex IntensityCapex / Revenue | — | 13.9% |
| Cash ConversionOCF / Net Profit | 20.92× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $287.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $249.6M | $190.4M | ||
| Q3 25 | $339.4M | $167.1M | ||
| Q2 25 | $358.1M | $99.8M | ||
| Q1 25 | $300.7M | $145.8M | ||
| Q4 24 | $433.6M | $127.3M | ||
| Q3 24 | $429.0M | $104.7M | ||
| Q2 24 | $467.7M | $74.8M | ||
| Q1 24 | $398.8M | $73.6M |
| Q4 25 | — | $105.2M | ||
| Q3 25 | — | $82.5M | ||
| Q2 25 | — | $39.9M | ||
| Q1 25 | — | $59.9M | ||
| Q4 24 | — | $54.2M | ||
| Q3 24 | — | $54.5M | ||
| Q2 24 | — | $45.2M | ||
| Q1 24 | — | $41.5M |
| Q4 25 | — | 17.1% | ||
| Q3 25 | — | 14.7% | ||
| Q2 25 | — | 7.8% | ||
| Q1 25 | — | 12.5% | ||
| Q4 24 | — | 11.8% | ||
| Q3 24 | — | 12.7% | ||
| Q2 24 | — | 11.3% | ||
| Q1 24 | — | 11.0% |
| Q4 25 | — | 13.9% | ||
| Q3 25 | — | 15.1% | ||
| Q2 25 | — | 11.7% | ||
| Q1 25 | — | 17.9% | ||
| Q4 24 | — | 15.9% | ||
| Q3 24 | — | 11.7% | ||
| Q2 24 | — | 7.4% | ||
| Q1 24 | — | 8.5% |
| Q4 25 | 20.92× | — | ||
| Q3 25 | — | — | ||
| Q2 25 | 16.06× | — | ||
| Q1 25 | 4.12× | — | ||
| Q4 24 | 8.61× | — | ||
| Q3 24 | 3.08× | — | ||
| Q2 24 | 3.66× | — | ||
| Q1 24 | 4.43× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
MUR
Segment breakdown not available.
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
