MRNA compared with NET: revenue, margins and what each company keeps, and the suppliers and customers both name

MRNAModerna, Inc.

Mkt capRevenueRevenue

NETCloudflare, Inc.

Mkt capRevenueRevenue

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MRNAModerna, Inc.

NETCloudflare, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only MRNA 12

MRKMerckcustomer

VRTXVertex Pharmaceuticalscustomer

PSNLPersonalissupplier

ABUSArbutus Biopharmasupplier

8 more · MRNA chain ›

Shared 0

No shared counterparties.

Only NET 5

CHPTChargePointcustomer

LCFYLocafycustomer

—JD Cloudunlistedsupplier

—Kiwi Farms

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

unlisted

customer

1 more · NET chain ›

MRNAModerna, Inc.

239.41▼−7.34%

Mkt cap$103.2BRevenue$145MQ2 FY26Revenue$1.9BFY25

NETCloudflare, Inc.

237.22▼−11.01%

Regular sessionNov 5 '26

Mkt cap$97.4BRevenue$696MQ2 FY26Revenue$2.2BFY25

Compare

Regular sessionNov 5 '26

MRNAModerna, Inc.

NETCloudflare, Inc.

239.41▼−7.34%

Price

237.22▼−11.01%

$103.2B

Mkt cap

$97.4B

Q2 FY26$145M

Revenue

$696MQ2 FY26

FY25$1.9B

Revenue

$2.2BFY25

MRNA239.41▼−7.34%vsNET237.22▼−11.01%Regular sessionNov 5 '26