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Side-by-side financial comparison of Cloudflare, Inc. (NET) and SERVICE CORP INTERNATIONAL (SCI). Click either name above to swap in a different company.
SERVICE CORP INTERNATIONAL is the larger business by last-quarter revenue ($1.1B vs $614.5M, roughly 1.8× Cloudflare, Inc.). SERVICE CORP INTERNATIONAL runs the higher net margin — 14.3% vs -2.0%, a 16.3% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs 1.7%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $87.2M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs 3.1%).
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.
International Distribution Services Limited is a British company providing postal and courier services. IDS was created in 2013 by the UK government as a new holding company of Royal Mail, and a majority of its shares were then sold on the London Stock Exchange, with the government initially retaining a 30 per cent at the time. As of April 2025, IDS is owned and operated by Czech-based EP Group, owned by Daniel Křetínský.
NET vs SCI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $614.5M | $1.1B |
| Net Profit | $-12.1M | $159.4M |
| Gross Margin | 73.6% | 28.0% |
| Operating Margin | -8.0% | 24.8% |
| Net Margin | -2.0% | 14.3% |
| Revenue YoY | 33.6% | 1.7% |
| Net Profit YoY | 6.0% | 5.3% |
| EPS (diluted) | $-0.03 | $1.13 |
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 | $1.1B | ||
| Q3 25 | $562.0M | $1.1B | ||
| Q2 25 | $512.3M | $1.1B | ||
| Q1 25 | $479.1M | $1.1B | ||
| Q4 24 | $459.9M | $1.1B | ||
| Q3 24 | $430.1M | $1.0B | ||
| Q2 24 | $401.0M | $1.0B | ||
| Q1 24 | $378.6M | $1.0B |
| Q4 25 | $-12.1M | $159.4M | ||
| Q3 25 | $-1.3M | $117.5M | ||
| Q2 25 | $-50.4M | $122.9M | ||
| Q1 25 | $-38.5M | $142.9M | ||
| Q4 24 | $-12.8M | $151.4M | ||
| Q3 24 | $-15.3M | $117.8M | ||
| Q2 24 | $-15.1M | $118.2M | ||
| Q1 24 | $-35.5M | $131.3M |
| Q4 25 | 73.6% | 28.0% | ||
| Q3 25 | 74.0% | 25.1% | ||
| Q2 25 | 74.9% | 25.5% | ||
| Q1 25 | 75.9% | 27.1% | ||
| Q4 24 | 76.4% | 28.0% | ||
| Q3 24 | 77.7% | 24.9% | ||
| Q2 24 | 77.8% | 24.9% | ||
| Q1 24 | 77.5% | 26.2% |
| Q4 25 | -8.0% | 24.8% | ||
| Q3 25 | -6.7% | 21.4% | ||
| Q2 25 | -13.1% | 21.1% | ||
| Q1 25 | -11.1% | 23.4% | ||
| Q4 24 | -7.5% | 24.0% | ||
| Q3 24 | -7.2% | 20.9% | ||
| Q2 24 | -8.7% | 21.4% | ||
| Q1 24 | -14.4% | 22.2% |
| Q4 25 | -2.0% | 14.3% | ||
| Q3 25 | -0.2% | 11.1% | ||
| Q2 25 | -9.8% | 11.5% | ||
| Q1 25 | -8.0% | 13.3% | ||
| Q4 24 | -2.8% | 13.8% | ||
| Q3 24 | -3.6% | 11.6% | ||
| Q2 24 | -3.8% | 11.4% | ||
| Q1 24 | -9.4% | 12.6% |
| Q4 25 | $-0.03 | $1.13 | ||
| Q3 25 | $0.00 | $0.83 | ||
| Q2 25 | $-0.15 | $0.86 | ||
| Q1 25 | $-0.11 | $0.98 | ||
| Q4 24 | $-0.05 | $1.02 | ||
| Q3 24 | $-0.04 | $0.81 | ||
| Q2 24 | $-0.04 | $0.81 | ||
| Q1 24 | $-0.10 | $0.89 |
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 | $243.6M |
| Total DebtLower is stronger | — | $5.1B |
| Stockholders' EquityBook value | $1.5B | $1.6B |
| Total Assets | $6.0B | $18.7B |
| Debt / EquityLower = less leverage | — | 3.10× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $943.5M | $243.6M | ||
| Q3 25 | $1.1B | $241.3M | ||
| Q2 25 | $1.5B | $255.4M | ||
| Q1 25 | $204.5M | $227.2M | ||
| Q4 24 | $147.7M | $218.8M | ||
| Q3 24 | $182.9M | $185.4M | ||
| Q2 24 | $157.0M | $184.4M | ||
| Q1 24 | $254.4M | $205.6M |
| Q4 25 | — | $5.1B | ||
| Q3 25 | — | $5.0B | ||
| Q2 25 | — | $5.0B | ||
| Q1 25 | — | $4.7B | ||
| Q4 24 | — | $4.8B | ||
| Q3 24 | — | $4.7B | ||
| Q2 24 | — | $4.7B | ||
| Q1 24 | — | $4.6B |
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.3B | $1.6B | ||
| Q2 25 | $1.2B | $1.6B | ||
| Q1 25 | $1.4B | $1.7B | ||
| Q4 24 | $1.0B | $1.7B | ||
| Q3 24 | $973.1M | $1.6B | ||
| Q2 24 | $881.5M | $1.5B | ||
| Q1 24 | $797.2M | $1.6B |
| Q4 25 | $6.0B | $18.7B | ||
| Q3 25 | $5.8B | $18.4B | ||
| Q2 25 | $5.6B | $18.0B | ||
| Q1 25 | $3.7B | $17.3B | ||
| Q4 24 | $3.3B | $17.4B | ||
| Q3 24 | $3.1B | $17.4B | ||
| Q2 24 | $2.9B | $16.8B | ||
| Q1 24 | $2.8B | $16.7B |
| Q4 25 | — | 3.10× | ||
| Q3 25 | — | 3.17× | ||
| Q2 25 | — | 3.19× | ||
| Q1 25 | — | 2.87× | ||
| Q4 24 | — | 2.83× | ||
| Q3 24 | — | 2.92× | ||
| Q2 24 | — | 3.05× | ||
| Q1 24 | — | 2.90× |
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 | $212.9M |
| Free Cash FlowOCF − Capex | $105.2M | $87.2M |
| FCF MarginFCF / Revenue | 17.1% | 7.8% |
| Capex IntensityCapex / Revenue | 13.9% | 11.3% |
| Cash ConversionOCF / Net Profit | — | 1.34× |
| TTM Free Cash FlowTrailing 4 quarters | $287.5M | $554.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $190.4M | $212.9M | ||
| Q3 25 | $167.1M | $252.3M | ||
| Q2 25 | $99.8M | $166.4M | ||
| Q1 25 | $145.8M | $311.1M | ||
| Q4 24 | $127.3M | $264.1M | ||
| Q3 24 | $104.7M | $263.8M | ||
| Q2 24 | $74.8M | $196.9M | ||
| Q1 24 | $73.6M | $220.1M |
| Q4 25 | $105.2M | $87.2M | ||
| Q3 25 | $82.5M | $150.7M | ||
| Q2 25 | $39.9M | $83.4M | ||
| Q1 25 | $59.9M | $233.0M | ||
| Q4 24 | $54.2M | $151.8M | ||
| Q3 24 | $54.5M | $162.8M | ||
| Q2 24 | $45.2M | $100.8M | ||
| Q1 24 | $41.5M | $140.3M |
| Q4 25 | 17.1% | 7.8% | ||
| Q3 25 | 14.7% | 14.2% | ||
| Q2 25 | 7.8% | 7.8% | ||
| Q1 25 | 12.5% | 21.7% | ||
| Q4 24 | 11.8% | 13.9% | ||
| Q3 24 | 12.7% | 16.1% | ||
| Q2 24 | 11.3% | 9.7% | ||
| Q1 24 | 11.0% | 13.4% |
| Q4 25 | 13.9% | 11.3% | ||
| Q3 25 | 15.1% | 9.6% | ||
| Q2 25 | 11.7% | 7.8% | ||
| Q1 25 | 17.9% | 7.3% | ||
| Q4 24 | 15.9% | 10.3% | ||
| Q3 24 | 11.7% | 10.0% | ||
| Q2 24 | 7.4% | 9.3% | ||
| Q1 24 | 8.5% | 7.6% |
| Q4 25 | — | 1.34× | ||
| Q3 25 | — | 2.15× | ||
| Q2 25 | — | 1.35× | ||
| Q1 25 | — | 2.18× | ||
| Q4 24 | — | 1.75× | ||
| Q3 24 | — | 2.24× | ||
| Q2 24 | — | 1.67× | ||
| Q1 24 | — | 1.68× |
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% |
SCI
| Cemetery | $510.9M | 46% |
| Funeral Matured Preneed Revenue | $196.5M | 18% |
| Cemetery Recognized Preneed Merchandise And Service Revenue | $107.4M | 10% |
| Cemetery Atneed Revenue | $104.9M | 9% |
| CA | $56.4M | 5% |
| Funeral Other Revenue | $54.6M | 5% |
| Cemetery Other Revenue | $40.2M | 4% |
| Nonfuneral Home Revenue | $28.1M | 3% |
| Non Funeral Home Preneed Sales Revenue | $22.0M | 2% |
