analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
NET: 5—DDD: 0wins
Rule of 40
41.1NET
-44.1DDD
check_circleNET leads
Revenue Growth
31.4%NET
-14.5%DDD
check_circleNET leads
Gross Margin
74%NET
35%DDD
check_circleNET leads
FCF Margin
9.7%NET
-29.6%DDD
check_circleNET leads
Operating Margin
-10.0%NET
-21.3%DDD
check_circleNET leads
NRR
—NET
—DDD
Metric
Rule of 40Efficiency score
NET
41.1check_circle
DDD
-44.1
Revenue GrowthYoY
NET
31.4%check_circle
DDD
-14.5%
Gross Margin% of revenue
NET
74%check_circle
DDD
35%
FCF MarginFree cash flow
NET
9.7%check_circle
DDD
-29.6%
Operating MarginGAAP
NET
-10.0%check_circle
DDD
-21.3%
NRRNet retention
NET
N/A
DDD
N/A
EV / RevenueValuation multiple
NET
40.2x
DDD
1.2xcheck_circle
Market CapUSD
NET
$88.4Bcheck_circle
DDD
$427.6M
ARR GrowthYoY
NET
N/A
DDD
N/A
CAC PaybackMonths to recover
NET
N/A
DDD
N/A
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insights
Analysis
As of Q1 2026, Cloudflare, Inc. trades at 40.2x EV/Revenue versus 3D SYSTEMS CORP at 1.2x. On the Rule of 40, Cloudflare, Inc. scores 41.1 compared to 3D SYSTEMS CORP's -44.1, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at Cloudflare, Inc. 74% vs 3D SYSTEMS CORP 35%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.