Cloudflare (NET) Competitors $195.18 -4.16 (-2.09%) Closing price 08/14/2025 03:59 PM EasternExtended Trading$194.92 -0.26 (-0.13%) As of 08/14/2025 07:59 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, MDB, META, NVDA, PANW, ZS, FSLY, 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), MongoDB (MDB), Meta Platforms (META), NVIDIA (NVDA), Palo Alto Networks (PANW), Zscaler (ZS), Fastly (FSLY), and Shopify (SHOP). Cloudflare vs. Its Competitors Amazon.com CrowdStrike Datadog MongoDB Meta Platforms NVIDIA Palo Alto Networks Zscaler Fastly Shopify Amazon.com (NASDAQ:AMZN) and Cloudflare (NYSE:NET) are related large-cap companies, but which is the better business? We will compare the two companies based on the strength of their valuation, earnings, institutional ownership, profitability, dividends, risk, analyst recommendations and media sentiment. Is AMZN or NET 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 Amazon.com10.54% 23.84% 11.14% Cloudflare -6.22%-8.42%-2.52% Does the media prefer AMZN or NET? In the previous week, Amazon.com had 204 more articles in the media than Cloudflare. MarketBeat recorded 234 mentions for Amazon.com and 30 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.39 beat Amazon.com's score of 1.03 indicating that Cloudflare is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Amazon.com 161 Very Positive mention(s) 26 Positive mention(s) 24 Neutral mention(s) 15 Negative mention(s) 4 Very Negative mention(s) Positive Cloudflare 24 Very Positive mention(s) 2 Positive mention(s) 4 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Do insiders and institutionals have more ownership in AMZN or NET? 72.2% of Amazon.com shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 9.7% of Amazon.com shares are held by insiders. Comparatively, 10.9% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth. Do analysts recommend AMZN or NET? Amazon.com currently has a consensus price target of $262.87, suggesting a potential upside of 13.81%. Cloudflare has a consensus price target of $186.88, suggesting a potential downside of 4.25%. Given Amazon.com's stronger consensus rating and higher possible upside, equities research analysts clearly believe Amazon.com is more favorable than Cloudflare.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Amazon.com 0 Sell rating(s) 1 Hold rating(s) 46 Buy rating(s) 2 Strong Buy rating(s) 3.02Cloudflare 3 Sell rating(s) 9 Hold rating(s) 15 Buy rating(s) 1 Strong Buy rating(s) 2.50 Which has more risk and volatility, AMZN or NET? Amazon.com has a beta of 1.31, meaning that its stock price is 31% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.84, meaning that its stock price is 84% more volatile than the S&P 500. Which has better earnings & valuation, AMZN or NET? 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 RatioAmazon.com$637.96B3.86$59.25B$6.5635.21Cloudflare$1.67B40.74-$78.80M-$0.34-574.07 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. Email Address 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$69.47B$19.79B$30.04B$21.04BDividend YieldN/A3.37%3.08%3.56%P/E Ratio-574.0773.3952.1928.02Price / Sales40.74206.821,273.1257.05Price / Cash430.4884.0936.4923.95Price / Book54.8318.029.125.26Net Income-$78.80M$347.70M$803.97M$994.11M7 Day Performance-4.57%0.92%1.16%2.09%1 Month Performance4.36%-0.50%0.83%2.35%1 Year Performance137.68%63.99%24,075.65%13.36% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.9946 of 5 stars$195.18-2.1%$186.88-4.3%+139.6%$69.47B$1.67B-574.074,263Positive NewsAMZNAmazon.com4.6055 of 5 stars$212.14-1.2%$262.45+23.7%+35.8%$2.26T$670.04B32.401,556,000Trending NewsAnalyst ForecastCRWDCrowdStrike4.5379 of 5 stars$456.33+2.2%$461.17+1.1%+65.8%$113.67B$4.14B-660.9610,118Positive NewsDDOGDatadog4.7429 of 5 stars$138.43+2.1%$146.79+6.0%+9.1%$47.78B$2.83B300.746,500Trending NewsAnalyst ForecastInsider TradeMDBMongoDB4.446 of 5 stars$225.81+2.2%$281.31+24.6%-16.0%$18.49B$2.10B-198.465,558Analyst ForecastMETAMeta Platforms4.1292 of 5 stars$775.51+3.4%$820.32+5.8%+48.5%$1.95T$164.50B28.0774,067Trending NewsAnalyst ForecastInsider TradeNVDANVIDIA4.6125 of 5 stars$179.21+3.2%$182.03+1.6%+54.1%$4.38T$148.52B57.9036,000Trending NewsAnalyst ForecastInsider TradePANWPalo Alto Networks4.7664 of 5 stars$170.77-1.2%$209.61+22.7%+2.1%$114.05B$8.03B97.7415,289Trending NewsUpcoming EarningsAnalyst UpgradeShort Interest ↑ZSZscaler3.5047 of 5 stars$285.47+1.9%$296.82+4.0%+47.3%$44.48B$2.17B-1,098.757,348FSLYFastly3.886 of 5 stars$6.48+1.8%$8.28+27.8%+15.3%$936.84M$554.63M-5.941,100Gap UpSHOPShopify4.1802 of 5 stars$124.65+5.1%$120.34-3.5%+101.4%$161.84B$9.38B80.4811,600Trending NewsAnalyst DowngradeOptions Volume Related Companies and Tools Related Companies AMZN Competitors CRWD Competitors DDOG Competitors MDB Competitors META Competitors NVDA Competitors PANW Competitors ZS Competitors FSLY 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 8/15/2025 by MarketBeat.com Staff From Our PartnersTrump’s national nightmare is herePorter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger ...Porter & Company | SponsoredAlex’s “Next Magnificent Seven” stocksThe original “Magnificent Seven” turned $7K into $1.18 million. 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