NET vs XNET vs ERIC Stock Comparison

Cloudflare, Xunlei and Ericsson Lm Telephone Prices as of Oct 26, 2026 Peers: Industry group
1 more company in this comparison (ALAR) Create a free account to keep reading and compare up to 10 companies.
NET Cloudflare, Inc.
$332.09 -4.8% 1M +52.4% 1Y
Market cap
$117.60B
P/E
–
Revenue (TTM)
$2.51B
Div. yield
–
Content Delivery Networks Technology
3 wins
XNET Xunlei Ltd
$3.84 -23.4% 1M -58.7% 1Y
Market cap
$241.68M
P/E
–
Revenue (TTM)
$424.54M
Div. yield
–
Content Delivery Networks Technology
2 wins
ERIC Ericsson Lm Telephone Co
$10.89 +14.3% 1M +15.2% 1Y
Market cap
$36.90B
P/E
18.1x
Revenue (TTM)
$24.56B
Div. yield
-0.03%
Networking Equipment Technology
5 wins

Head to Head

10 decided of 12

Ericsson Lm Telephone leads on 5 of the 12 questions below (Ericsson Lm Telephone 5, Cloudflare 3, Xunlei 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionNETXNETERICLeader
Larger companyMarket capitalisation $117.60B $241.68M $36.90B NET
Cheaper on earningsLower P/E, profitable companies only -570.1x -3.4x 18.1x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 255.5x — 16.8x ERIC
Faster revenue growthRevenue growth, trailing twelve months +33.5% +40.4% -38.5% XNET
More profitableNet margin, trailing twelve months -8.2% -16.9% 8.3% ERIC
Better return on capitalReturn on invested capital -12.4% — 20.0% ERIC
Less leveragedLower net debt / EBITDA 252.9x — -0.6x ERIC
Higher dividend yieldTrailing dividend yield 0.00% 0.00% -0.03% –
Better 1-year returnPrice return, last 12 months +52.4% -58.7% +15.2% NET
Better 5-year returnAnnualised price return, 5 years +13.2%/yr +5.9%/yr -0.2%/yr NET
Less volatileAnnualised volatility, 1 year 67.1% 52.8% 36.5% ERIC
Higher overall scoreMean of the five percentile scores vs peers 50/100 74/100 59/100 XNET

Percentile Scorecard

NETXNETERIC

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisNETXNETERIC
Valuation 16 #32 of 38 100 #1 of 38 88 #14 of 111
Growth 66 #13 of 36 46 #20 of 36 46 #59 of 108
Profitability 46 #19 of 34 64 #13 of 34 86 #15 of 104
Financial Health 60 #16 of 38 87 #6 of 38 40 #70 of 115
Shareholder Returns 65 #8 of 21 – 38 #51 of 81
Overall 50 74 59
  • NET ranked among 39 companies in Cloud Computing
  • XNET ranked among 39 companies in Cloud Computing
  • ERIC ranked among 121 companies in Computer Hardware

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodNETXNETERICSPY
1 month -4.8%-23.4%+14.3% -0.8%
3 months +25.0%-33.7%+12.6% +3.5%
6 months +56.4%-39.9%-1.5% +7.0%
Year to date +68.4%-45.8%+12.8% +12.2%
1 year +52.4%-58.7%+15.2% +13.0%
3 years +500.0%+161.2%+149.8% +86.3%
3 years, per year +81.8%+37.8%+35.7% +23.1%
5 years +85.9%+32.9%-1.0% +68.6%
5 years, per year +13.2%+5.9%-0.2% +11.0%
10 years —-26.0%+116.1% +258.0%
10 years, per year —-3.0%+8.0% +13.6%

Risk

MeasureNETXNETERICSPY
Volatility, 1Y 67.1%52.8%36.5% 12.7%
Downside volatility, 1Y 69.3%57.4%36.7% 12.7%
Beta vs S&P 500, 1Y 1.601.771.03 1.00
Return / volatility, 1Y 0.78-1.110.42 1.02
Max drawdown, 5Y -82.6%-68.7%-65.8% -25.4%
From 52-week high -8.0%-59.1%-20.7% -1.8%
52-week high $360.95$9.40$13.74 $779.14
52-week low $160.19$3.83$9.15 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleNETXNETERIC
P/E now vs peer median -570.5xmedian 29.6x -3.3xmedian 29.6x 17.8xmedian 32.0x
P/S now vs peer median 42.6xmedian 4.2x 0.6xmedian 4.2x 1.5xmedian 2.8x
EV/EBITDA now vs peer median -9,176xmedian 24.2x —median 24.2x 9.1xmedian 19.4x
P/FCF now vs peer median 307.1xmedian 15.1x —median 15.1x 9.8xmedian 29.0x
P/B now vs peer median 66.0xmedian 3.9x —median 3.9x 3.3xmedian 2.9x
PEG now vs peer median -131.34median 0.38 0.04median 0.38 0.41median 1.13

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsNETXNETERIC
Revenue $2.51B $424.54M $24.56B
Gross profit $1.82B $230.55M $11.51B
Operating income -$354.38M $5.67M $2.90B
Net income -$206.28M $146.48M $2.04B
Free cash flow $348.41M – $3.76B
R&D $573.30M $82.00M $5.22B
EPS (diluted) $-0.58 $-1.13 $0.61
Cash & equivalents $1.66B $125.83M $5.11B
Total debt $1.29B $270.21M $3.73B
Shares (diluted) 354.33M 63.29M 3.34B
Enterprise value $101.13B -$641.10M $14.51B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricNETXNETERIC
P/E -570.5x -3.3x 17.8x
P/FCF 307.1x – 9.8x
P/Operating cash flow 168.9x – 10.7x
P/S 42.6x 0.6x 1.5x
P/B 66.0x – 3.3x
P/Tangible book 68.5x – 3.3x
EV/EBITDA -9,176x – 9.1x
EV/EBIT -293.8x 3.7x 11.9x
EV/Revenue 41.4x 0.0x 1.4x
EV/FCF 298.9x – 9.2x
EV/Operating cash flow 164.4x – 10.0x
PEG (3Y EPS CAGR) -131.34 0.04 0.41

Growth

14 metrics
MetricNETXNETERIC
Revenue growth (1Y) 33.5% 40.4% -38.5%
Revenue CAGR (3Y) 30.6% 3.0% -2.0%
Gross profit growth (1Y) 27.3% 35.5% 3.7%
Gross profit CAGR (3Y) 28.9% 13.4% 4.0%
Operating income growth (1Y) -90.5% 126.5% -18.4%
Operating income CAGR (3Y) -21.0% -7.0% 55.0%
Net income growth (1Y) -76.2% -79.7% -18.7%
Net income CAGR (3Y) 2.3% 108.8% 43.4%
EPS growth (1Y) -72.8% -110.0% -17.7%
EPS CAGR (3Y) 4.3% -88.7% 43.1%
Operating cash flow growth (1Y) 32.6% – 4.3%
Operating cash flow CAGR (3Y) 41.9% – 44.0%
Free cash flow growth (1Y) 67.1% – 6.1%
Free cash flow CAGR (3Y) 61.1% – 34.7%

Profitability

14 metrics
MetricNETXNETERIC
Gross margin 72.6% 54.3% 46.8%
EBITDA margin -0.5% – 15.4%
Operating margin -14.1% 1.3% 11.8%
Pretax margin -7.9% -20.6% 11.2%
Net margin -8.2% -16.9% 8.3%
FCF margin 13.9% – 15.3%
Operating cash flow margin 25.2% – 14.0%
Return on equity -13.1% – 18.7%
Return on assets -3.3% 11.3% 6.8%
Return on invested capital -12.4% – 20.0%
Return on capital employed -9.6% 0.5% 17.8%
Asset turnover 0.4x 0.3x 0.8x
Cash conversion (OCF / net income) -3.1x – 1.7x
Stock comp / revenue 20.2% – –

Financial Health

11 metrics
MetricNETXNETERIC
Debt / assets 20.0% 4.8% 12.4%
Debt / equity 0.8x – 0.3x
Net debt / EBITDA 252.9x – -0.6x
Debt / FCF 3.7x – 1.0x
Liabilities / assets 75.0% 16.9% 63.1%
Equity / assets 25.0% – 36.9%
Interest coverage -30.9x 2.8x –
Current ratio 1.8x 2.0x 1.2x
Quick ratio 1.8x 1.9x 0.8x
Cash ratio 1.6x 1.7x 0.4x
Altman Z-score 13.53 1.88 –

Shareholder Returns

7 metrics
MetricNETXNETERIC
Dividend yield – – 2.8%
Net buyback yield 0.0% – -2.2%
Shareholder yield 0.0% – 0.6%
Payout ratio (earnings) – – 50.9%
Payout ratio (FCF) – – 27.7%
Dividend growth (1Y) – – -13.4%
Dividend CAGR (3Y) – – -7.7%

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusNETXNETERIC
Forward P/E 255.5xFY2026 – 16.8xFY2026
EPS, next fiscal year $1.30FY2026 – $0.65FY2026
EPS growth, next FY +39.8%FY2026 – -30.9%FY2026
EPS growth, the year after +22.3% – -1.5%
Revenue, next fiscal year $3.02BFY2026 – $24.14BFY2026
Revenue growth, next FY +39.0%FY2026 – -8.1%FY2026
Revenue growth, the year after +16.4% – +0.7%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersNETXNETERIC
Held by institutions 88.2% 11.0% 9.5%
Institutions holding 1,219 52 388
Change in shares held, QoQ +2.8% -8.7% +0.4%
Institutions buying 704 35 219
Institutions selling 378 14 110
Buyers to sellers 1.86 2.50 1.99

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

NETXNETERIC
NET 1.00 0.24 0.13
XNET 0.24 1.00 0.09
ERIC 0.13 0.09 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, NET, XNET and ERIC?

Cloudflare (NET) is the largest by market capitalisation: Cloudflare (NET) $117.60B, Xunlei (XNET) $241.68M, Ericsson Lm Telephone (ERIC) $36.90B.

Which company is growing faster?

Xunlei (XNET) grew revenue fastest over the trailing twelve months: Cloudflare (NET) +33.5%, Xunlei (XNET) +40.4%, Ericsson Lm Telephone (ERIC) -38.5%.

Which company is more profitable?

Ericsson Lm Telephone (ERIC) has the highest net margin (Cloudflare (NET) -8.2%, Xunlei (XNET) -16.9%, Ericsson Lm Telephone (ERIC) 8.3%). On return on invested capital, Ericsson Lm Telephone (ERIC) leads (Cloudflare (NET) -12.4%, Ericsson Lm Telephone (ERIC) 20.0%).

Which stock has performed better?

Over the past year Cloudflare (NET) returned the most: Cloudflare (NET) +52.4%, Xunlei (XNET) -58.7%, Ericsson Lm Telephone (ERIC) +15.2%. Over five years, Cloudflare (NET) compounded fastest (Cloudflare (NET) +13.2%/yr, Xunlei (XNET) +5.9%/yr, Ericsson Lm Telephone (ERIC) -0.2%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Ericsson Lm Telephone (ERIC) has been the steadiest (Cloudflare (NET) 67.1%, Xunlei (XNET) 52.8%, Ericsson Lm Telephone (ERIC) 36.5%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, NET, XNET and ERIC?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ericsson Lm Telephone (ERIC) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.