analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
NET: 4—EGHT: 1wins
Rule of 40
41.1NET
10.3EGHT
check_circleNET leads
Revenue Growth
31.4%NET
2.0%EGHT
check_circleNET leads
Gross Margin
74%NET
66%EGHT
check_circleNET leads
FCF Margin
9.7%NET
8.3%EGHT
check_circleNET leads
Operating Margin
-10.0%NET
3.4%EGHT
check_circleEGHT leads
NRR
—NET
—EGHT
Metric
Rule of 40Efficiency score
NET
41.1check_circle
EGHT
10.3
Revenue GrowthYoY
NET
31.4%check_circle
EGHT
2.0%
Gross Margin% of revenue
NET
74%check_circle
EGHT
66%
FCF MarginFree cash flow
NET
9.7%check_circle
EGHT
8.3%
Operating MarginGAAP
NET
-10.0%
EGHT
3.4%check_circle
NRRNet retention
NET
N/A
EGHT
N/A
EV / RevenueValuation multiple
NET
40.2x
EGHT
0.7xcheck_circle
Market CapUSD
NET
$88.4Bcheck_circle
EGHT
$266.8M
ARR GrowthYoY
NET
N/A
EGHT
N/A
CAC PaybackMonths to recover
NET
N/A
EGHT
N/A
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Analysis
As of Q1 2026, Cloudflare, Inc. trades at 40.2x EV/Revenue versus 8X8 INC /DE/ at 0.7x. On the Rule of 40, Cloudflare, Inc. scores 41.1 compared to 8X8 INC /DE/'s 10.3, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at Cloudflare, Inc. 74% vs 8X8 INC /DE/ 66%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.