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Side-by-side financial comparison of Cloudflare, Inc. (NET) and Savers Value Village, Inc. (SVV). Click either name above to swap in a different company.
Cloudflare, Inc. is the larger business by last-quarter revenue ($614.5M vs $426.9M, roughly 1.4× Savers Value Village, Inc.). Cloudflare, Inc. runs the higher net margin — -2.0% vs -3.3%, a 1.3% gap on every dollar of revenue. On growth, Cloudflare, Inc. posted the faster year-over-year revenue change (33.6% vs 8.1%). Cloudflare, Inc. produced more free cash flow last quarter ($105.2M vs $-6.3M). Over the past eight quarters, Cloudflare, Inc.'s revenue compounded faster (27.4% CAGR vs 4.3%).
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.
Value Village Stores, Inc. was a Midwestern United States chain of retail stores aimed at the discount department-store market. Henry Horney, formerly of F.W. Woolworth Company founded a small, regional chain of discount stores located in the two states of Wisconsin and Illinois that opened in 1961 and operated into 1989. Horney also had a real estate company and often built small shopping malls adjoining the discount stores. The chain had no relation to the Savers Value Village chain of thri...
NET vs SVV — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $614.5M | $426.9M |
| Net Profit | $-12.1M | $-14.0M |
| Gross Margin | 73.6% | — |
| Operating Margin | -8.0% | 8.5% |
| Net Margin | -2.0% | -3.3% |
| Revenue YoY | 33.6% | 8.1% |
| Net Profit YoY | 6.0% | -164.6% |
| EPS (diluted) | $-0.03 | $-0.09 |
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 | — | ||
| Q3 25 | $562.0M | $426.9M | ||
| Q2 25 | $512.3M | $417.2M | ||
| Q1 25 | $479.1M | $370.1M | ||
| Q4 24 | $459.9M | $402.0M | ||
| Q3 24 | $430.1M | $394.8M | ||
| Q2 24 | $401.0M | $386.7M | ||
| Q1 24 | $378.6M | $354.2M |
| Q4 25 | $-12.1M | — | ||
| Q3 25 | $-1.3M | $-14.0M | ||
| Q2 25 | $-50.4M | $18.9M | ||
| Q1 25 | $-38.5M | $-4.7M | ||
| Q4 24 | $-12.8M | $-1.9M | ||
| Q3 24 | $-15.3M | $21.7M | ||
| Q2 24 | $-15.1M | $9.7M | ||
| Q1 24 | $-35.5M | $-467.0K |
| Q4 25 | 73.6% | — | ||
| Q3 25 | 74.0% | — | ||
| Q2 25 | 74.9% | — | ||
| Q1 25 | 75.9% | — | ||
| Q4 24 | 76.4% | — | ||
| Q3 24 | 77.7% | 25.6% | ||
| Q2 24 | 77.8% | 26.6% | ||
| Q1 24 | 77.5% | 24.2% |
| Q4 25 | -8.0% | — | ||
| Q3 25 | -6.7% | 8.5% | ||
| Q2 25 | -13.1% | 8.2% | ||
| Q1 25 | -11.1% | 2.8% | ||
| Q4 24 | -7.5% | 8.2% | ||
| Q3 24 | -7.2% | 12.3% | ||
| Q2 24 | -8.7% | 8.3% | ||
| Q1 24 | -14.4% | 4.6% |
| Q4 25 | -2.0% | — | ||
| Q3 25 | -0.2% | -3.3% | ||
| Q2 25 | -9.8% | 4.5% | ||
| Q1 25 | -8.0% | -1.3% | ||
| Q4 24 | -2.8% | -0.5% | ||
| Q3 24 | -3.6% | 5.5% | ||
| Q2 24 | -3.8% | 2.5% | ||
| Q1 24 | -9.4% | -0.1% |
| Q4 25 | $-0.03 | — | ||
| Q3 25 | $0.00 | $-0.09 | ||
| Q2 25 | $-0.15 | $0.12 | ||
| Q1 25 | $-0.11 | $-0.03 | ||
| Q4 24 | $-0.05 | $-0.02 | ||
| Q3 24 | $-0.04 | $0.13 | ||
| Q2 24 | $-0.04 | $0.06 | ||
| Q1 24 | $-0.10 | $0.00 |
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 | $63.5M |
| Total DebtLower is stronger | — | $750.0M |
| Stockholders' EquityBook value | $1.5B | $414.6M |
| Total Assets | $6.0B | $2.0B |
| Debt / EquityLower = less leverage | — | 1.81× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $943.5M | — | ||
| Q3 25 | $1.1B | $63.5M | ||
| Q2 25 | $1.5B | $70.5M | ||
| Q1 25 | $204.5M | $73.0M | ||
| Q4 24 | $147.7M | $150.0M | ||
| Q3 24 | $182.9M | $137.7M | ||
| Q2 24 | $157.0M | $160.7M | ||
| Q1 24 | $254.4M | $102.2M |
| Q4 25 | — | — | ||
| Q3 25 | — | $750.0M | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.3B | $414.6M | ||
| Q2 25 | $1.2B | $423.5M | ||
| Q1 25 | $1.4B | $413.8M | ||
| Q4 24 | $1.0B | $421.7M | ||
| Q3 24 | $973.1M | $432.9M | ||
| Q2 24 | $881.5M | $419.5M | ||
| Q1 24 | $797.2M | $395.0M |
| Q4 25 | $6.0B | — | ||
| Q3 25 | $5.8B | $2.0B | ||
| Q2 25 | $5.6B | $1.9B | ||
| Q1 25 | $3.7B | $1.9B | ||
| Q4 24 | $3.3B | $1.9B | ||
| Q3 24 | $3.1B | $1.9B | ||
| Q2 24 | $2.9B | $1.9B | ||
| Q1 24 | $2.8B | $1.8B |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.81× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $21.6M |
| Free Cash FlowOCF − Capex | $105.2M | $-6.3M |
| FCF MarginFCF / Revenue | 17.1% | -1.5% |
| Capex IntensityCapex / Revenue | 13.9% | 6.5% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $287.5M | $25.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $190.4M | — | ||
| Q3 25 | $167.1M | $21.6M | ||
| Q2 25 | $99.8M | $54.4M | ||
| Q1 25 | $145.8M | $419.0K | ||
| Q4 24 | $127.3M | $55.8M | ||
| Q3 24 | $104.7M | $23.9M | ||
| Q2 24 | $74.8M | $60.4M | ||
| Q1 24 | $73.6M | $-5.8M |
| Q4 25 | $105.2M | — | ||
| Q3 25 | $82.5M | $-6.3M | ||
| Q2 25 | $39.9M | $21.9M | ||
| Q1 25 | $59.9M | $-20.2M | ||
| Q4 24 | $54.2M | $30.1M | ||
| Q3 24 | $54.5M | $-3.0M | ||
| Q2 24 | $45.2M | $29.6M | ||
| Q1 24 | $41.5M | $-28.3M |
| Q4 25 | 17.1% | — | ||
| Q3 25 | 14.7% | -1.5% | ||
| Q2 25 | 7.8% | 5.2% | ||
| Q1 25 | 12.5% | -5.4% | ||
| Q4 24 | 11.8% | 7.5% | ||
| Q3 24 | 12.7% | -0.8% | ||
| Q2 24 | 11.3% | 7.6% | ||
| Q1 24 | 11.0% | -8.0% |
| Q4 25 | 13.9% | — | ||
| Q3 25 | 15.1% | 6.5% | ||
| Q2 25 | 11.7% | 7.8% | ||
| Q1 25 | 17.9% | 5.6% | ||
| Q4 24 | 15.9% | 6.4% | ||
| Q3 24 | 11.7% | 6.8% | ||
| Q2 24 | 7.4% | 8.0% | ||
| Q1 24 | 8.5% | 6.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | 2.88× | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.10× | ||
| Q2 24 | — | 6.22× | ||
| Q1 24 | — | — |
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% |
SVV
| Sales Channel Directly To Consumer | $408.3M | 96% |
| Sales Channel Through Intermediary | $18.6M | 4% |
