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PWR compared with NET: revenue, margins and what each company keeps, and the suppliers and customers both name
PWR
Quanta Services, Inc.
Change
Mkt cap
Revenue
Revenue
NET
Cloudflare, Inc.
Change
Mkt cap
Revenue
Revenue
vs
Compare
PWR
Quanta Services, Inc.
vs
NET
Cloudflare, Inc.
Price
Mkt cap
Revenue
Revenue
Change
Change
Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
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Revenue flow
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Revenue flow
Supply chain
Price
Co-movers
Event sensitivity
Earnings history
Price
Supply-chain overlap
Revenue flow
NET: latest quarter is a loss; flow not drawable.
Method
›
Supply-chain overlap
direct ties · both sides
Sources
›
direct ties · both sides
Only PWR
1
CIFR
Cipher Digital
customer
Shared
0
No shared counterparties.
Only NET
5
CHPT
ChargePoint
customer
LCFY
Locafy
customer
—
JD Cloud
unlisted
supplier
—
Kiwi Farms
Role chip = supplier or customer
—
= no ticker (unlisted)
Source: SEC EDGAR
unlisted
customer
1 more · NET chain
›
Price
rebased to 0%
1D
1W
1M
3M
YTD
1Y
5Y
1D
1W
1M
3M
YTD
1Y
5Y
PWR, solid
NET, dashed
PWR
Quanta Services, Inc.
Change
621.03
▼
−2.23%
· post 621.00
Mkt cap
$93.5B
Revenue
$12.0B
Q3 FY26
Revenue
$28.5B
FY25
NET
Cloudflare, Inc.
Change
279.96
▼
−9.78%
· post 281.10
Closed
Oct 30 '26
Mkt cap
$100.0B
Revenue
$696M
Q2 FY26
Revenue
$2.2B
FY25
vs
Compare
Closed
Oct 30 '26
PWR
Quanta Services, Inc.
vs
NET
Cloudflare, Inc.
621.03
▼
−2.23%
post 621.00
Price
279.96
▼
−9.78%
post 281.10
$93.5B
Mkt cap
$100.0B
Q3 FY26
$12.0B
Revenue
$696M
Q2 FY26
FY25
$28.5B
Revenue
$2.2B
FY25
Change
Change
PWR
621.03
▼
−2.23%
vs
NET
279.96
▼
−9.78%
Closed
Oct 30 '26