NET vs. AMZN, CRWD, DDOG, META, MSFT, NVDA, PANW, ZS, FSLY, and SHOP
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Amazon.com (AMZN), CrowdStrike (CRWD), Datadog (DDOG), Meta Platforms (META), Microsoft (MSFT), NVIDIA (NVDA), Palo Alto Networks (PANW), Zscaler (ZS), Fastly (FSLY), and Shopify (SHOP).
Cloudflare vs. Its Competitors
Amazon.com (NASDAQ:AMZN) and Cloudflare (NYSE:NET) are related large-cap companies, but which is the superior stock? We will compare the two businesses based on the strength of their institutional ownership, profitability, analyst recommendations, dividends, earnings, risk, media sentiment and valuation.
In the previous week, Amazon.com had 232 more articles in the media than Cloudflare. MarketBeat recorded 259 mentions for Amazon.com and 27 mentions for Cloudflare. Amazon.com's average media sentiment score of 1.15 beat Cloudflare's score of 1.11 indicating that Amazon.com is being referred to more favorably in the media.
72.2% of Amazon.com shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 10.8% of Amazon.com shares are held by company insiders. Comparatively, 10.9% of Cloudflare shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.
Amazon.com has a net margin of 10.54% compared to Cloudflare's net margin of -6.22%. Amazon.com's return on equity of 23.84% beat Cloudflare's return on equity.
Amazon.com currently has a consensus price target of $263.30, suggesting a potential upside of 12.13%. Cloudflare has a consensus price target of $191.28, suggesting a potential downside of 13.54%. Given Amazon.com's stronger consensus rating and higher possible upside, equities analysts clearly believe Amazon.com is more favorable than Cloudflare.
Amazon.com has a beta of 1.31, indicating that its stock price is 31% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.95, indicating that its stock price is 95% more volatile than the S&P 500.
Amazon.com has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Amazon.com, indicating that it is currently the more affordable of the two stocks.
Summary
Amazon.com beats Cloudflare on 13 of the 17 factors compared between the two stocks.
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New MarketBeat Followers Over Time
This chart shows the number of new MarketBeat users adding NET and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
Media Sentiment Over Time
This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
Cloudflare Competitors List
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This page (NYSE:NET) was last updated on 9/16/2025 by MarketBeat.com Staff
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