Cloudflare (NET) Competitors $157.26 -0.26 (-0.17%) As of 05/20/2025 03:58 PM Eastern Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock NET vs. SHOP, APP, CRWD, INFY, NTES, SNOW, TEAM, RBLX, TTD, and EAShould you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Shopify (SHOP), AppLovin (APP), CrowdStrike (CRWD), Infosys (INFY), NetEase (NTES), Snowflake (SNOW), Atlassian (TEAM), Roblox (RBLX), Trade Desk (TTD), and Electronic Arts (EA). These companies are all part of the "computer software" industry. Cloudflare vs. Shopify AppLovin CrowdStrike Infosys NetEase Snowflake Atlassian Roblox Trade Desk Electronic Arts Shopify (NYSE:SHOP) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, earnings, valuation, dividends, institutional ownership, media sentiment, profitability, risk and community ranking. Which has stronger earnings & valuation, SHOP or NET? Shopify has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Shopify, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioShopify$9.38B14.69$2.02B$1.2386.53Cloudflare$1.77B30.66-$78.80M-$0.23-683.74 Is SHOP or NET more profitable? Shopify has a net margin of 22.74% compared to Cloudflare's net margin of -4.72%. Shopify's return on equity of 12.00% beat Cloudflare's return on equity.Company Net Margins Return on Equity Return on Assets Shopify22.74% 12.00% 9.79% Cloudflare -4.72%-5.52%-1.67% Do insiders and institutionals believe in SHOP or NET? 69.3% of Shopify shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 12.8% of Cloudflare shares are owned 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. Which has more risk and volatility, SHOP or NET? Shopify has a beta of 2.66, meaning that its share price is 166% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.78, meaning that its share price is 78% more volatile than the S&P 500. Does the media refer more to SHOP or NET? In the previous week, Shopify had 20 more articles in the media than Cloudflare. MarketBeat recorded 46 mentions for Shopify and 26 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.32 beat Shopify's score of 1.03 indicating that Cloudflare is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Shopify 32 Very Positive mention(s) 3 Positive mention(s) 9 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Positive Cloudflare 21 Very Positive mention(s) 2 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Does the MarketBeat Community favor SHOP or NET? Shopify received 1224 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 66.30% of users gave Shopify an outperform vote while only 49.64% of users gave Cloudflare an outperform vote. CompanyUnderperformOutperformShopifyOutperform Votes143066.30% Underperform Votes72733.70% CloudflareOutperform Votes20649.64% Underperform Votes20950.36% Do analysts prefer SHOP or NET? Shopify presently has a consensus price target of $115.37, indicating a potential upside of 8.40%. Cloudflare has a consensus price target of $141.79, indicating a potential downside of 9.84%. Given Shopify's stronger consensus rating and higher probable upside, research analysts plainly believe Shopify is more favorable than Cloudflare.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Shopify 1 Sell rating(s) 14 Hold rating(s) 26 Buy rating(s) 2 Strong Buy rating(s) 2.67Cloudflare 3 Sell rating(s) 10 Hold rating(s) 13 Buy rating(s) 1 Strong Buy rating(s) 2.44 SummaryShopify beats Cloudflare on 15 of the 19 factors compared between the two stocks. Get Cloudflare News Delivered to You Automatically Sign up to receive the latest news and ratings for NET and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?This chart shows the number of new MarketBeat users adding {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart NET vs. The Competition Export to ExcelMetricCloudflarePrepackaged software IndustryComputer SectorNYSE ExchangeMarket Cap$54.27B$26.64B$25.22B$19.69BDividend YieldN/A1.77%2.89%3.84%P/E Ratio-714.82121.9745.0935.11Price / Sales30.6622.092,233.7834.10Price / Cash581.4086.0634.7817.51Price / Book69.589.386.794.78Net Income-$78.80M$436.62M$737.99M$1.02B7 Day Performance4.57%-0.26%0.61%0.90%1 Month Performance45.87%19.34%14.67%11.10%1 Year Performance107.96%18.75%52,433.43%5.28% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.9318 of 5 stars$157.26-0.2%$141.79-9.8%+108.0%$54.27B$1.77B-714.823,220Gap UpSHOPShopify3.8439 of 5 stars$105.30+14.7%$115.37+9.6%+80.6%$136.40B$8.88B67.9611,600Positive NewsHigh Trading VolumeAPPAppLovin3.9781 of 5 stars$351.11+6.9%$433.85+23.6%+329.3%$119.44B$5.14B77.391,710CRWDCrowdStrike4.1857 of 5 stars$428.28+4.3%$403.20-5.9%+26.8%$106.11B$3.95B839.404,960Trending NewsGap UpINFYInfosys3.0987 of 5 stars$18.70+6.9%$17.48-6.5%+6.4%$77.44B$19.28B23.66339,500Trending NewsNTESNetEase4.2803 of 5 stars$106.98+3.4%$115.14+7.6%+15.5%$67.76B$105.30B16.7932,100Positive NewsAnalyst ForecastSNOWSnowflake4.1465 of 5 stars$180.91+3.9%$200.28+10.7%+11.0%$59.74B$3.63B-53.383,990Trending NewsAnalyst ForecastTEAMAtlassian4.8813 of 5 stars$223.65+7.8%$285.29+27.6%+19.3%$58.57B$4.96B-166.828,810Trending NewsInsider TradeGap UpRBLXRoblox2.5348 of 5 stars$74.35+3.4%$67.91-8.7%+143.1%$46.87B$3.84B-51.312,130Positive NewsInsider TradeTTDTrade Desk4.2614 of 5 stars$80.07+12.7%$98.88+23.5%-21.0%$39.70B$2.44B102.592,770Analyst ForecastHigh Trading VolumeEAElectronic Arts4.3575 of 5 stars$149.23-2.7%$161.83+8.4%+18.4%$38.93B$7.46B38.0112,900 Related Companies and Tools Related Companies SHOP Competitors APP Competitors CRWD Competitors INFY Competitors NTES Competitors SNOW Competitors TEAM Competitors RBLX Competitors TTD Competitors EA Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:NET) was last updated on 5/21/2025 by MarketBeat.com Staff From Our PartnersMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGold Hits New Highs as Global Markets SpiralWhen Trump took office in 2017, gold was just $1,100 an ounce. 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