Cloudflare (NET) Competitors $198.49 +6.91 (+3.61%) Closing price 03:59 PM EasternExtended Trading$198.58 +0.09 (+0.05%) As of 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 Cloudflare (NYSE:NET) and Amazon.com (NASDAQ:AMZN) are related large-cap companies, but which is the superior stock? We will contrast the two businesses based on the strength of their valuation, risk, institutional ownership, dividends, profitability, analyst recommendations, earnings and media sentiment. Do insiders & institutionals 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 company insiders. Comparatively, 9.7% of Amazon.com shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term. Do analysts rate NET or AMZN? Cloudflare currently has a consensus target price of $159.92, suggesting a potential downside of 19.43%. Amazon.com has a consensus target price of $254.33, suggesting a potential upside of 9.89%. 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 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) 45 Buy rating(s) 2 Strong Buy rating(s) 3.00 Is NET or AMZN more profitable? Amazon.com has a net margin of 10.14% compared to Cloudflare's net margin of -4.62%. Amazon.com's return on equity of 24.14% beat Cloudflare's return on equity.Company Net Margins Return on Equity Return on Assets Cloudflare-4.62% -6.31% -2.10% Amazon.com 10.14%24.14%10.90% Which has more volatility & risk, NET or AMZN? Cloudflare has a beta of 1.85, indicating that its share price is 85% more volatile than the S&P 500. Comparatively, Amazon.com has a beta of 1.33, indicating that its share price is 33% more volatile than the S&P 500. Does the media prefer NET or AMZN? In the previous week, Amazon.com had 226 more articles in the media than Cloudflare. MarketBeat recorded 267 mentions for Amazon.com and 41 mentions for Cloudflare. Amazon.com's average media sentiment score of 1.04 beat Cloudflare's score of 0.96 indicating that Amazon.com is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Cloudflare 25 Very Positive mention(s) 4 Positive mention(s) 6 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Amazon.com 167 Very Positive mention(s) 47 Positive mention(s) 28 Neutral mention(s) 11 Negative mention(s) 1 Very Negative mention(s) Positive Which has better earnings and 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$1.67B41.21-$78.80M-$0.23-863.00Amazon.com$637.96B3.85$59.25B$6.1437.69 SummaryAmazon.com beats Cloudflare on 12 of the 16 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$66.40B$18.41B$29.03B$21.12BDividend YieldN/A2.78%3.02%3.60%P/E RatioN/A72.1543.3327.40Price / Sales41.2171.741,732.9960.38Price / Cash413.7294.1238.3822.92Price / Book65.518.767.794.69Net Income-$78.80M$341.62M$782.91M$995.51M7 Day Performance0.87%2.47%0.96%1.64%1 Month Performance4.38%13.27%7.50%5.92%1 Year Performance154.25%59.74%53,041.27%11.50% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.9169 of 5 stars$198.49+3.6%$159.92-19.4%+152.0%$66.40B$1.67B0.004,263Upcoming EarningsAnalyst DowngradeInsider TradeAMZNAmazon.com4.3165 of 5 stars$229.19+1.4%$250.02+9.1%+28.4%$2.43T$637.96B37.311,556,000Trending NewsUpcoming EarningsAnalyst ForecastInsider TradeCRWDCrowdStrike4.4567 of 5 stars$479.57+0.8%$460.93-3.9%+79.0%$119.56B$3.95B-695.2010,118Trending NewsAnalyst ForecastDDOGDatadog4.2148 of 5 stars$144.77-0.2%$146.79+1.4%+24.9%$49.99B$2.68B314.726,500Positive NewsMDBMongoDB4.2083 of 5 stars$221.42+0.1%$281.35+27.1%-3.8%$18.09B$2.01B-194.235,558Trending NewsInsider TradeOptions VolumeMETAMeta Platforms3.6578 of 5 stars$713.77+1.3%$738.37+3.4%+55.0%$1.80T$164.50B27.8574,067Trending NewsUpcoming EarningsAnalyst ForecastInsider TradeAnalyst RevisionNVDANVIDIA4.5385 of 5 stars$171.94-0.3%$181.22+5.4%+52.1%$4.20T$130.50B55.5036,000Trending NewsInsider TradePANWPalo Alto Networks4.1097 of 5 stars$201.23+2.8%$209.16+3.9%+24.1%$134.21B$8.87B115.0115,289Positive NewsAnalyst ForecastZSZscaler4.1546 of 5 stars$288.06-0.2%$296.82+3.0%+56.4%$44.85B$2.17B-1,107.967,348Positive NewsFSLYFastly3.6256 of 5 stars$7.14+0.2%$8.28+16.0%-6.1%$1.03B$543.68M-6.551,100SHOPShopify4.1176 of 5 stars$128.14+0.8%$117.58-8.2%+106.0%$166.25B$9.38B82.6711,600Positive NewsAnalyst Downgrade 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 7/25/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredGoogle did what!?!?A new technology has sparked a modern-day gold rush in Silicon Valley. 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