Cloudflare (NET) Competitors $221.09 +4.42 (+2.04%) Closing price 03:59 PM EasternExtended Trading$220.22 -0.88 (-0.40%) As of 07:34 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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, MSFT, NVDA, PANW, ZS, FSLY, and APPShould 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 AppLovin (APP). Cloudflare vs. Its Competitors Amazon.com CrowdStrike Datadog Meta Platforms Microsoft NVIDIA Palo Alto Networks Zscaler Fastly AppLovin Cloudflare (NYSE:NET) and Amazon.com (NASDAQ:AMZN) are related large-cap companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, dividends, valuation, risk, profitability, media sentiment, institutional ownership and earnings. 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 analysts prefer NET or AMZN? Cloudflare currently has a consensus target price of $191.28, indicating a potential downside of 13.48%. Amazon.com has a consensus target price of $266.26, indicating a potential upside of 20.53%. Given Amazon.com's stronger consensus rating and higher possible upside, analysts clearly believe Amazon.com is more favorable than Cloudflare.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Cloudflare 4 Sell rating(s) 9 Hold rating(s) 15 Buy rating(s) 1 Strong Buy rating(s) 2.45Amazon.com 0 Sell rating(s) 1 Hold rating(s) 47 Buy rating(s) 3 Strong Buy rating(s) 3.04 Which has more volatility and risk, NET or AMZN? Cloudflare has a beta of 1.99, suggesting that its stock price is 99% more volatile than the S&P 500. Comparatively, Amazon.com has a beta of 1.28, suggesting that its stock price is 28% more volatile than the S&P 500. Does the media refer more to NET or AMZN? In the previous week, Amazon.com had 255 more articles in the media than Cloudflare. MarketBeat recorded 271 mentions for Amazon.com and 16 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.21 beat Amazon.com's score of 0.90 indicating that Cloudflare is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Cloudflare 12 Very Positive mention(s) 1 Positive mention(s) 2 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Amazon.com 160 Very Positive mention(s) 45 Positive mention(s) 34 Neutral mention(s) 24 Negative mention(s) 4 Very Negative mention(s) Positive Which has better valuation & earnings, 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$1.67B46.15-$78.80M-$0.34-650.26Amazon.com$637.96B3.69$59.25B$6.5633.67 Do institutionals & insiders have more ownership in NET or AMZN? 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 will outperform the market over the long term. 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$77.05B$19.76B$33.19B$22.12BDividend YieldN/A3.61%3.17%3.56%P/E Ratio-650.2676.63497.9029.95Price / Sales46.15117.342,311.7570.66Price / Cash467.9084.3835.0118.33Price / Book72.979.447.594.65Net Income-$78.80M$354.27M$819.00M$1.01B7 Day Performance1.16%1.81%2.89%1.21%1 Month Performance3.10%9.59%12.05%3.21%1 Year Performance165.00%94.27%24,361.49%14.02% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.7876 of 5 stars$221.09+2.0%$191.28-13.5%+160.0%$77.05B$1.67B-650.264,263Positive NewsAMZNAmazon.com4.8702 of 5 stars$221.95+1.0%$264.13+19.0%+17.7%$2.37T$637.96B33.831,556,000Trending NewsAnalyst ForecastInsider TradeCRWDCrowdStrike4.4561 of 5 stars$489.12+1.6%$483.79-1.1%+67.6%$122.66B$3.95B-410.7410,118Positive NewsAnalyst ForecastInsider TradeDDOGDatadog4.2277 of 5 stars$145.68+4.8%$153.41+5.3%+23.7%$50.77B$2.68B415.986,500Positive NewsAnalyst ForecastInsider TradeMETAMeta Platforms4.4647 of 5 stars$742.33-0.2%$826.05+11.3%+19.2%$1.86T$164.50B26.8374,067Trending NewsMSFTMicrosoft4.9362 of 5 stars$514.08+0.5%$614.45+19.5%+24.3%$3.82T$281.72B37.72228,000Trending NewsAnalyst ForecastNVDANVIDIA4.8933 of 5 stars$181.54-89.8%$210.21+15.8%+50.2%$4.41T$130.50B51.6536,000Trending NewsAnalyst ForecastPANWPalo Alto Networks4.1163 of 5 stars$204.30+1.0%$214.64+5.1%+21.0%$136.52B$9.22B127.1716,068Positive NewsZSZscaler3.6732 of 5 stars$297.94+1.1%$307.00+3.0%+75.6%$47.07B$2.67B-1,101.337,923Positive NewsFSLYFastly2.9178 of 5 stars$8.78+3.2%$8.69-1.0%+15.4%$1.29B$543.68M-8.501,100APPAppLovin3.1354 of 5 stars$713.05+6.4%$553.62-22.4%+388.9%$240.97B$5.74B101.191,710Trending NewsAnalyst Forecast Related Companies and Tools Related Companies AMZN Competitors CRWD Competitors DDOG Competitors META Competitors MSFT Competitors NVDA Competitors PANW Competitors ZS Competitors FSLY Competitors APP 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 10/6/2025 by MarketBeat.com Staff From Our PartnersAn $8 trillion-dollar discovery 17,000 ft underwater A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. 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