NET vs. SHOP, APP, CRWD, NTES, INFY, SNOW, RBLX, CRWV, TEAM, and ZS
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Shopify (SHOP), AppLovin (APP), CrowdStrike (CRWD), NetEase (NTES), Infosys (INFY), Snowflake (SNOW), Roblox (RBLX), CoreWeave, Inc. Class A Common Stock (CRWV), Atlassian (TEAM), and Zscaler (ZS). These companies are all part of the "computer software" industry.
Cloudflare vs.
Shopify (NYSE:SHOP) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the better investment? We will compare the two businesses based on the strength of their earnings, risk, community ranking, media sentiment, analyst recommendations, institutional ownership, dividends, valuation and profitability.
69.3% of Shopify shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 12.8% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.
Shopify received 1223 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 66.31% of users gave Shopify an outperform vote while only 49.76% of users gave Cloudflare an outperform vote.
Shopify has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Shopify, indicating that it is currently the more affordable of the two stocks.
Shopify has a beta of 2.63, meaning that its share price is 163% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.84, meaning that its share price is 84% more volatile than the S&P 500.
Shopify has a net margin of 22.74% compared to Cloudflare's net margin of -4.72%. Shopify's return on equity of 12.00% beat Cloudflare's return on equity.
In the previous week, Cloudflare had 2 more articles in the media than Shopify. MarketBeat recorded 50 mentions for Cloudflare and 48 mentions for Shopify. Shopify's average media sentiment score of 1.21 beat Cloudflare's score of 0.90 indicating that Shopify is being referred to more favorably in the media.
Shopify currently has a consensus target price of $115.11, indicating a potential upside of 6.78%. Cloudflare has a consensus target price of $145.92, indicating a potential downside of 18.00%. Given Shopify's stronger consensus rating and higher probable upside, equities analysts clearly believe Shopify is more favorable than Cloudflare.
Summary
Shopify beats Cloudflare on 15 of the 19 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 {thisCompany.Symbol} 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.
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This page (NYSE:NET) was last updated on 6/10/2025 by MarketBeat.com Staff
