Cloudflare (NET) Competitors $208.65 +2.94 (+1.43%) As of 11:52 AM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock NET vs. AMZN, CRWD, DDOG, META, NVDA, PANW, ZS, FSLY, SNOW, and SHOPShould 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), NVIDIA (NVDA), Palo Alto Networks (PANW), Zscaler (ZS), Fastly (FSLY), Snowflake (SNOW), and Shopify (SHOP). Cloudflare vs. Its Competitors Amazon.com CrowdStrike Datadog Meta Platforms NVIDIA Palo Alto Networks Zscaler Fastly Snowflake Shopify Cloudflare (NYSE:NET) and Amazon.com (NASDAQ:AMZN) are related large-cap companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, valuation, analyst recommendations, earnings, risk, institutional ownership, profitability and dividends. Which has better earnings & valuation, NET or AMZN? 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 RatioCloudflare$1.88B38.25-$78.80M-$0.34-607.31Amazon.com$670.04B3.70$59.25B$6.5635.41 Does the media favor NET or AMZN? In the previous week, Amazon.com had 215 more articles in the media than Cloudflare. MarketBeat recorded 245 mentions for Amazon.com and 30 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.29 beat Amazon.com's score of 1.06 indicating that Cloudflare is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Cloudflare 24 Very Positive mention(s) 2 Positive mention(s) 3 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Positive Amazon.com 180 Very Positive mention(s) 20 Positive mention(s) 22 Neutral mention(s) 18 Negative mention(s) 5 Very Negative mention(s) Positive Do analysts recommend NET or AMZN? Cloudflare currently has a consensus target price of $191.28, indicating a potential downside of 7.36%. Amazon.com has a consensus target price of $262.87, indicating a potential upside of 13.17%. Given Amazon.com's stronger consensus rating and higher probable 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) 2.50Amazon.com 0 Sell rating(s) 2 Hold rating(s) 46 Buy rating(s) 2 Strong Buy rating(s) 3.00 Which has more volatility and risk, NET or AMZN? Cloudflare has a beta of 1.95, meaning that its share price is 95% more volatile than the S&P 500. Comparatively, Amazon.com has a beta of 1.3, meaning that its share price is 30% more volatile than the S&P 500. Is NET or AMZN more profitable? 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% Do insiders and institutionals have more ownership in NET or AMZN? 82.7% of Cloudflare shares are held by institutional investors. Comparatively, 72.2% of Amazon.com shares are held by institutional investors. 10.9% of Cloudflare shares are held by company insiders. Comparatively, 9.7% of Amazon.com shares are held 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. SummaryAmazon.com beats Cloudflare on 12 of the 17 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. Subscribe Now View SMS TermsBy entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. 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 ExcelMetricCloudflareINTERNET SOFTWARE IndustryComputer SectorNYSE ExchangeMarket Cap$71.96B$19.47B$30.03B$21.22BDividend YieldN/A3.40%3.16%3.49%P/E Ratio-607.3178.24417.8929.24Price / Sales38.2564.311,647.5546.30Price / Cash450.7187.5034.3218.29Price / Book58.0017.409.125.27Net Income-$78.80M$352.59M$808.33M$998.51M7 Day Performance-3.18%-2.85%-1.53%-0.57%1 Month Performance-0.94%-0.44%1.91%4.99%1 Year Performance164.59%64.18%24,042.19%14.10% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.8702 of 5 stars$208.65+1.4%$191.28-8.3%+163.9%$72.73B$1.88B-613.804,263Positive NewsAMZNAmazon.com4.8425 of 5 stars$228.70-0.1%$262.87+14.9%+28.2%$2.44T$637.96B34.861,556,000Trending NewsGap UpCRWDCrowdStrike4.7678 of 5 stars$421.44+0.2%$459.86+9.1%+55.0%$104.98B$3.95B-610.4310,118Analyst RevisionDDOGDatadog4.8491 of 5 stars$128.56-2.0%$153.10+19.1%+18.9%$44.81B$2.68B367.116,500Positive NewsInsider TradeMETAMeta Platforms3.8227 of 5 stars$754.770.0%$822.41+9.0%+44.0%$1.90T$178.80B27.3274,067Trending NewsNVDANVIDIA4.9159 of 5 stars$181.18+1.8%$194.31+7.2%+58.0%$4.42T$130.50B58.4236,000Trending NewsAnalyst ForecastInsider TradeAnalyst RevisionPANWPalo Alto Networks4.6671 of 5 stars$184.54-0.7%$211.52+14.6%+7.9%$122.98B$9.22B114.9115,289Positive NewsAnalyst ForecastShort Interest ↑ZSZscaler4.3777 of 5 stars$270.22-0.8%$297.12+10.0%+40.1%$42.08B$2.55B-1,039.527,348Trending NewsEarnings ReportAnalyst UpgradeAnalyst RevisionFSLYFastly3.403 of 5 stars$7.28-3.0%$8.69+19.4%+24.3%$1.07B$543.68M-7.051,100Insider TradeSNOWSnowflake4.6497 of 5 stars$195.39-0.7%$230.22+17.8%+107.6%$65.19B$3.63B-46.387,834Gap DownSHOPShopify4.3967 of 5 stars$140.97-0.8%$148.51+5.3%+96.8%$183.15B$10.01B90.9211,600Positive News Related Companies and Tools Related Companies AMZN Competitors CRWD Competitors DDOG Competitors META Competitors NVDA Competitors PANW Competitors ZS Competitors FSLY Competitors SNOW Competitors SHOP 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 9/4/2025 by MarketBeat.com Staff From Our PartnersThe man running the U.S. dollar… is hoarding goldWhen the U.S. Treasury Secretary’s largest personal investment is gold — that’s a signal. 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