NET vs. SHOP, CRWD, APP, CRWV, NTES, INFY, SNOW, RBLX, TEAM, and ZS
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Shopify (SHOP), CrowdStrike (CRWD), AppLovin (APP), CoreWeave (CRWV), NetEase (NTES), American Noble Gas (INFY), Snowflake (SNOW), Roblox (RBLX), Atlassian (TEAM), and Zscaler (ZS). These companies are all part of the "computer software" industry.
Cloudflare vs. Its Competitors
Shopify (NYSE:SHOP) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, dividends, media sentiment, valuation, profitability, institutional ownership, risk and analyst recommendations.
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.
Shopify has a net margin of 22.74% compared to Cloudflare's net margin of -4.62%. Shopify's return on equity of 12.00% beat Cloudflare's return on equity.
Shopify has a beta of 2.63, indicating that its stock price is 163% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.84, indicating that its stock price is 84% more volatile than the S&P 500.
In the previous week, Shopify had 4 more articles in the media than Cloudflare. MarketBeat recorded 36 mentions for Shopify and 32 mentions for Cloudflare. Shopify's average media sentiment score of 1.31 beat Cloudflare's score of 1.10 indicating that Shopify is being referred to more favorably in the media.
Shopify presently has a consensus price target of $115.66, suggesting a potential upside of 0.44%. Cloudflare has a consensus price target of $145.92, suggesting a potential downside of 25.10%. Given Shopify's stronger consensus rating and higher probable upside, analysts clearly believe Shopify is more favorable than Cloudflare.
69.3% of Shopify shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 10.9% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.
Summary
Shopify beats Cloudflare on 14 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 6/30/2025 by MarketBeat.com Staff
