Summary Verdict
NET: 4—EGHT: 1wins
Rule of 40
43.1NET
8.5EGHT
check_circleNET leads
Revenue Growth
29.9%NET
0.1%EGHT
check_circleNET leads
Gross Margin
75%NET
67%EGHT
check_circleNET leads
FCF Margin
13.3%NET
8.4%EGHT
check_circleNET leads
Operating Margin
-9.6%NET
2.1%EGHT
check_circleEGHT leads
NRR
—NET
—EGHT
Metric
Rule of 40Efficiency score
NET
43.1check_circle
EGHT
8.5
Revenue GrowthYoY
NET
29.9%check_circle
EGHT
0.1%
Gross Margin% of revenue
NET
75%check_circle
EGHT
67%
FCF MarginFree cash flow
NET
13.3%check_circle
EGHT
8.4%
Operating MarginGAAP
NET
-9.6%
EGHT
2.1%check_circle
NRRNet retention
NET
N/A
EGHT
N/A
EV / RevenueValuation multiple
NET
N/A
EGHT
0.8x
Market CapUSD
NET
N/A
EGHT
$266.1M
ARR GrowthYoY
NET
N/A
EGHT
N/A
CAC PaybackMonths to recover
NET
N/A
EGHT
N/A
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insights
Analysis
As of Q4 2025, Cloudflare, Inc. trades at N/A EV/Revenue versus 8X8 INC /DE/ at 0.8x. On the Rule of 40, Cloudflare, Inc. scores 43.1 compared to 8X8 INC /DE/'s 8.5, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at Cloudflare, Inc. 75% vs 8X8 INC /DE/ 67%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.