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.
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.
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.
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.
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.
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 10/21/2025 by MarketBeat.com Staff
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