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Cloudflare (NET) Competitors

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$211.21 -1.83 (-0.86%)
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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

Cloudflare (NYSE:NET) and Amazon.com (NASDAQ:AMZN) are related large-cap companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, institutional ownership, media sentiment, profitability, valuation, dividends, analyst recommendations and risk.

Cloudflare presently has a consensus target price of $196.54, suggesting a potential downside of 5.79%. Amazon.com has a consensus target price of $267.27, suggesting a potential upside of 21.22%. Given Amazon.com's stronger consensus rating and higher possible upside, analysts plainly believe Amazon.com is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
9 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.50
Amazon.com
0 Sell rating(s)
1 Hold rating(s)
47 Buy rating(s)
3 Strong Buy rating(s)
3.04

In the previous week, Amazon.com had 254 more articles in the media than Cloudflare. MarketBeat recorded 290 mentions for Amazon.com and 36 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.98 beat Amazon.com's score of 0.83 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
27 Very Positive mention(s)
2 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Amazon.com
161 Very Positive mention(s)
47 Positive mention(s)
35 Neutral mention(s)
29 Negative mention(s)
9 Very Negative mention(s)
Positive

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.

Company Net Margins Return on Equity Return on Assets
Cloudflare-6.22% -8.42% -2.52%
Amazon.com 10.54%23.84%11.14%

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 72.2% of Amazon.com shares are owned by institutional investors. 10.9% of Cloudflare shares are owned by insiders. Comparatively, 10.8% of Amazon.com shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Cloudflare has a beta of 1.99, meaning that its share price is 99% more volatile than the S&P 500. Comparatively, Amazon.com has a beta of 1.28, meaning that its share price is 28% 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$1.67B43.54-$78.80M-$0.34-613.60
Amazon.com$637.96B3.69$59.25B$6.5633.61

Summary

Amazon.com beats Cloudflare on 12 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.
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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.
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NET vs. The Competition

MetricCloudflareINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$73.00B$19.62B$33.06B$21.84B
Dividend YieldN/A3.75%3.24%3.62%
P/E Ratio-616.1572.6096.0432.72
Price / Sales43.54109.941,580.9364.21
Price / Cash453.5282.3634.6818.06
Price / Book68.859.197.494.71
Net Income-$78.80M$356.34M$818.98M$1.02B
7 Day Performance-4.19%-0.75%-0.01%-0.02%
1 Month Performance-7.84%-1.89%2.56%0.33%
1 Year Performance129.86%60.41%23,924.12%11.71%

Cloudflare Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
4.1258 of 5 stars
$210.53
-1.2%
$198.21
-5.9%
+134.4%$73.57B$1.67B-620.954,263Analyst Forecast
Insider Trade
AMZN
Amazon.com
4.8394 of 5 stars
$220.22
+1.8%
$266.26
+20.9%
+14.5%$2.35T$637.96B33.591,556,000Trending News
Analyst Forecast
CRWD
CrowdStrike
4.0517 of 5 stars
$509.11
+3.1%
$494.02
-3.0%
+62.4%$128.08B$4.34B-428.8910,118Positive News
DDOG
Datadog
4.2373 of 5 stars
$164.83
+3.8%
$158.46
-3.9%
+22.0%$57.49B$3.02B470.976,500Gap Up
META
Meta Platforms
4.6089 of 5 stars
$714.28
+1.3%
$830.68
+16.3%
+27.0%$1.80T$178.80B25.9074,067Positive News
Analyst Forecast
MSFT
Microsoft
4.9836 of 5 stars
$513.84
+0.6%
$618.47
+20.4%
+23.6%$3.82T$281.72B37.71228,000Trending News
NVDA
NVIDIA
4.8806 of 5 stars
$187.66
+2.5%
$213.37
+13.7%
+32.3%$4.56T$165.22B53.5236,000Trending News
Analyst Upgrade
Insider Trade
PANW
Palo Alto Networks
4.0907 of 5 stars
$213.42
+2.3%
$216.00
+1.2%
+13.0%$142.88B$9.22B133.0816,068Positive News
Analyst Forecast
ZS
Zscaler
3.56 of 5 stars
$314.84
+1.6%
$307.43
-2.4%
+61.0%$49.84B$2.67B-1,166.157,923Positive News
Analyst Downgrade
FSLY
Fastly
2.7745 of 5 stars
$8.23
-0.1%
$8.69
+5.6%
+13.3%$1.22B$570.97M-8.011,100
SHOP
Shopify
2.9768 of 5 stars
$154.59
+2.4%
$151.95
-1.7%
+99.2%$200.91B$10.01B86.368,100Positive News

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This page (NYSE:NET) was last updated on 10/21/2025 by MarketBeat.com Staff
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