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Side-by-side financial comparison of Cloudflare, Inc. (NET) and Reynolds Consumer Products Inc. (REYN). Click either name above to swap in a different company.
Reynolds Consumer Products Inc. is the larger business by last-quarter revenue ($1.0B vs $614.5M, roughly 1.7× Cloudflare, Inc.). Reynolds Consumer Products Inc. runs the higher net margin — 11.4% vs -2.0%, a 13.4% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs 1.2%). Reynolds Consumer Products Inc. produced more free cash flow last quarter ($200.0M vs $105.2M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs 11.4%).
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.
The Rival Company is an American manufacturer of small appliances that produces products under the Bionaire, Crock-Pot, Fasco, Patton, Pollenex, Rival, Simer, and White Mountain brands. It became a wholly owned subsidiary of Holmes Products Corp. in 1999, and later became a brand of Sunbeam Products, a subsidiary of Jarden Corporation, which purchased Holmes in 2005. Jarden, in turn, merged with Newell Rubbermaid in 2016. It is now part of the Newell Brands company.
NET vs REYN — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $614.5M | $1.0B |
| Net Profit | $-12.1M | $118.0M |
| Gross Margin | 73.6% | 25.7% |
| Operating Margin | -8.0% | 14.8% |
| Net Margin | -2.0% | 11.4% |
| Revenue YoY | 33.6% | 1.2% |
| Net Profit YoY | 6.0% | -1.7% |
| EPS (diluted) | $-0.03 | $0.55 |
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 | $614.5M | $1.0B | ||
| Q3 25 | $562.0M | $931.0M | ||
| Q2 25 | $512.3M | $938.0M | ||
| Q1 25 | $479.1M | $818.0M | ||
| Q4 24 | $459.9M | $1.0B | ||
| Q3 24 | $430.1M | $910.0M | ||
| Q2 24 | $401.0M | $930.0M | ||
| Q1 24 | $378.6M | $833.0M |
| Q4 25 | $-12.1M | $118.0M | ||
| Q3 25 | $-1.3M | $79.0M | ||
| Q2 25 | $-50.4M | $73.0M | ||
| Q1 25 | $-38.5M | $31.0M | ||
| Q4 24 | $-12.8M | $120.0M | ||
| Q3 24 | $-15.3M | $86.0M | ||
| Q2 24 | $-15.1M | $97.0M | ||
| Q1 24 | $-35.5M | $49.0M |
| Q4 25 | 73.6% | 25.7% | ||
| Q3 25 | 74.0% | 25.0% | ||
| Q2 25 | 74.9% | 24.1% | ||
| Q1 25 | 75.9% | 23.1% | ||
| Q4 24 | 76.4% | 27.6% | ||
| Q3 24 | 77.7% | 26.3% | ||
| Q2 24 | 77.8% | 27.5% | ||
| Q1 24 | 77.5% | 24.1% |
| Q4 25 | -8.0% | 14.8% | ||
| Q3 25 | -6.7% | 11.0% | ||
| Q2 25 | -13.1% | 10.2% | ||
| Q1 25 | -11.1% | 5.1% | ||
| Q4 24 | -7.5% | 15.5% | ||
| Q3 24 | -7.2% | 12.4% | ||
| Q2 24 | -8.7% | 12.4% | ||
| Q1 24 | -14.4% | 7.8% |
| Q4 25 | -2.0% | 11.4% | ||
| Q3 25 | -0.2% | 8.5% | ||
| Q2 25 | -9.8% | 7.8% | ||
| Q1 25 | -8.0% | 3.8% | ||
| Q4 24 | -2.8% | 11.7% | ||
| Q3 24 | -3.6% | 9.5% | ||
| Q2 24 | -3.8% | 10.4% | ||
| Q1 24 | -9.4% | 5.9% |
| Q4 25 | $-0.03 | $0.55 | ||
| Q3 25 | $0.00 | $0.38 | ||
| Q2 25 | $-0.15 | $0.35 | ||
| Q1 25 | $-0.11 | $0.15 | ||
| Q4 24 | $-0.05 | $0.57 | ||
| Q3 24 | $-0.04 | $0.41 | ||
| Q2 24 | $-0.04 | $0.46 | ||
| Q1 24 | $-0.10 | $0.23 |
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 | $147.0M |
| Total DebtLower is stronger | — | $1.6B |
| Stockholders' EquityBook value | $1.5B | $2.3B |
| Total Assets | $6.0B | $4.9B |
| Debt / EquityLower = less leverage | — | 0.70× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $943.5M | $147.0M | ||
| Q3 25 | $1.1B | $53.0M | ||
| Q2 25 | $1.5B | $57.0M | ||
| Q1 25 | $204.5M | $58.0M | ||
| Q4 24 | $147.7M | $137.0M | ||
| Q3 24 | $182.9M | $96.0M | ||
| Q2 24 | $157.0M | $101.0M | ||
| Q1 24 | $254.4M | $135.0M |
| Q4 25 | — | $1.6B | ||
| Q3 25 | — | $1.6B | ||
| Q2 25 | — | $1.6B | ||
| Q1 25 | — | $1.6B | ||
| Q4 24 | — | $1.7B | ||
| Q3 24 | — | $1.7B | ||
| Q2 24 | — | $1.8B | ||
| Q1 24 | — | $1.8B |
| Q4 25 | $1.5B | $2.3B | ||
| Q3 25 | $1.3B | $2.2B | ||
| Q2 25 | $1.2B | $2.1B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.0B | $2.1B | ||
| Q3 24 | $973.1M | $2.1B | ||
| Q2 24 | $881.5M | $2.0B | ||
| Q1 24 | $797.2M | $2.0B |
| Q4 25 | $6.0B | $4.9B | ||
| Q3 25 | $5.8B | $4.9B | ||
| Q2 25 | $5.6B | $4.9B | ||
| Q1 25 | $3.7B | $4.8B | ||
| Q4 24 | $3.3B | $4.9B | ||
| Q3 24 | $3.1B | $4.8B | ||
| Q2 24 | $2.9B | $4.9B | ||
| Q1 24 | $2.8B | $4.9B |
| Q4 25 | — | 0.70× | ||
| Q3 25 | — | 0.75× | ||
| Q2 25 | — | 0.76× | ||
| Q1 25 | — | 0.77× | ||
| Q4 24 | — | 0.79× | ||
| Q3 24 | — | 0.84× | ||
| Q2 24 | — | 0.87× | ||
| Q1 24 | — | 0.92× |
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 | $237.0M |
| Free Cash FlowOCF − Capex | $105.2M | $200.0M |
| FCF MarginFCF / Revenue | 17.1% | 19.3% |
| Capex IntensityCapex / Revenue | 13.9% | 3.6% |
| Cash ConversionOCF / Net Profit | — | 2.01× |
| TTM Free Cash FlowTrailing 4 quarters | $287.5M | $316.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $190.4M | $237.0M | ||
| Q3 25 | $167.1M | $93.0M | ||
| Q2 25 | $99.8M | $91.0M | ||
| Q1 25 | $145.8M | $56.0M | ||
| Q4 24 | $127.3M | $182.0M | ||
| Q3 24 | $104.7M | $124.0M | ||
| Q2 24 | $74.8M | $84.0M | ||
| Q1 24 | $73.6M | $99.0M |
| Q4 25 | $105.2M | $200.0M | ||
| Q3 25 | $82.5M | $48.0M | ||
| Q2 25 | $39.9M | $51.0M | ||
| Q1 25 | $59.9M | $17.0M | ||
| Q4 24 | $54.2M | $141.0M | ||
| Q3 24 | $54.5M | $93.0M | ||
| Q2 24 | $45.2M | $65.0M | ||
| Q1 24 | $41.5M | $70.0M |
| Q4 25 | 17.1% | 19.3% | ||
| Q3 25 | 14.7% | 5.2% | ||
| Q2 25 | 7.8% | 5.4% | ||
| Q1 25 | 12.5% | 2.1% | ||
| Q4 24 | 11.8% | 13.8% | ||
| Q3 24 | 12.7% | 10.2% | ||
| Q2 24 | 11.3% | 7.0% | ||
| Q1 24 | 11.0% | 8.4% |
| Q4 25 | 13.9% | 3.6% | ||
| Q3 25 | 15.1% | 4.8% | ||
| Q2 25 | 11.7% | 4.3% | ||
| Q1 25 | 17.9% | 4.8% | ||
| Q4 24 | 15.9% | 4.0% | ||
| Q3 24 | 11.7% | 3.4% | ||
| Q2 24 | 7.4% | 2.0% | ||
| Q1 24 | 8.5% | 3.5% |
| Q4 25 | — | 2.01× | ||
| Q3 25 | — | 1.18× | ||
| Q2 25 | — | 1.25× | ||
| Q1 25 | — | 1.81× | ||
| Q4 24 | — | 1.52× | ||
| Q3 24 | — | 1.44× | ||
| Q2 24 | — | 0.87× | ||
| Q1 24 | — | 2.02× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
NET
| Sales Channel Directly To Consumer | $438.5M | 71% |
| Sales Channel Through Intermediary | $176.0M | 29% |
REYN
| Reynolds Cooking And Baking | $397.0M | 38% |
| Hefty Waste And Storage | $247.0M | 24% |
| Tableware Products | $229.0M | 22% |
| Presto Products | $164.0M | 16% |
