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Cloudflare (NET) Competitors

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$269.81 +1.41 (+0.53%)
Closing price 07/13/2026 03:59 PM Eastern
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$269.53 -0.28 (-0.10%)
As of 07/13/2026 08:00 PM Eastern
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NET vs. AMZN, CRWD, DDOG, META, and MSFT

Should you buy Cloudflare stock or one of its competitors? MarketBeat compares Cloudflare with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Cloudflare include Amazon.com (AMZN), CrowdStrike (CRWD), Datadog (DDOG), Meta Platforms (META), and Microsoft (MSFT).

How does Cloudflare compare to Amazon.com?

Amazon.com (NASDAQ:AMZN) and Cloudflare (NYSE:NET) are related large-cap companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, earnings, analyst recommendations, risk, media sentiment, profitability, valuation and institutional ownership.

In the previous week, Amazon.com had 197 more articles in the media than Cloudflare. MarketBeat recorded 246 mentions for Amazon.com and 49 mentions for Cloudflare. Amazon.com's average media sentiment score of 0.83 beat Cloudflare's score of 0.70 indicating that Amazon.com is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Amazon.com
139 Very Positive mention(s)
37 Positive mention(s)
32 Neutral mention(s)
24 Negative mention(s)
13 Very Negative mention(s)
Positive
Cloudflare
22 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Amazon.com has a beta of 1.46, suggesting that its stock price is 46% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.67, suggesting that its stock price is 67% more volatile than the broader market.

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 Ratio
Amazon.com$716.92B3.71$77.67B$8.3629.58
Cloudflare$2.17B43.99-$102.27M-$0.25N/A

72.2% of Amazon.com shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 8.9% of Amazon.com shares are held by company insiders. Comparatively, 10.7% of Cloudflare 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.

Amazon.com has a net margin of 12.22% compared to Cloudflare's net margin of -3.72%. Amazon.com's return on equity of 19.92% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Amazon.com12.22% 19.92% 9.86%
Cloudflare -3.72%-5.65%-1.34%

Amazon.com presently has a consensus target price of $312.79, indicating a potential upside of 26.48%. Cloudflare has a consensus target price of $249.81, indicating a potential downside of 7.41%. Given Amazon.com's stronger consensus rating and higher possible upside, analysts plainly 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)
3 Hold rating(s)
57 Buy rating(s)
0 Strong Buy rating(s)
2.95
Cloudflare
4 Sell rating(s)
8 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.56

Summary

Amazon.com beats Cloudflare on 12 of the 17 factors compared between the two stocks.

How does Cloudflare compare to CrowdStrike?

CrowdStrike (NASDAQ:CRWD) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, risk, dividends, analyst recommendations, profitability, earnings and valuation.

CrowdStrike presently has a consensus target price of $178.32, indicating a potential downside of 5.10%. Cloudflare has a consensus target price of $249.81, indicating a potential downside of 7.41%. Given CrowdStrike's stronger consensus rating and higher probable upside, analysts plainly believe CrowdStrike is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
2 Sell rating(s)
13 Hold rating(s)
35 Buy rating(s)
0 Strong Buy rating(s)
2.66
Cloudflare
4 Sell rating(s)
8 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.56

CrowdStrike has a net margin of -0.89% compared to Cloudflare's net margin of -3.72%. CrowdStrike's return on equity of 2.29% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike-0.89% 2.29% 0.94%
Cloudflare -3.72%-5.65%-1.34%

In the previous week, Cloudflare had 22 more articles in the media than CrowdStrike. MarketBeat recorded 49 mentions for Cloudflare and 27 mentions for CrowdStrike. Cloudflare's average media sentiment score of 0.70 beat CrowdStrike's score of 0.51 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
10 Very Positive mention(s)
6 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
22 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Cloudflare has lower revenue, but higher earnings than CrowdStrike. CrowdStrike is trading at a lower price-to-earnings ratio than Cloudflare, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CrowdStrike$4.81B39.76-$162.50M-$0.05N/A
Cloudflare$2.17B43.99-$102.27M-$0.25N/A

CrowdStrike has a beta of 1.24, meaning that its share price is 24% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.67, meaning that its share price is 67% more volatile than the broader market.

71.2% of CrowdStrike shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 1.7% of CrowdStrike shares are owned by company insiders. Comparatively, 10.7% of Cloudflare shares are owned 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.

Summary

Cloudflare beats CrowdStrike on 9 of the 17 factors compared between the two stocks.

How does Cloudflare compare to Datadog?

Datadog (NASDAQ:DDOG) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, earnings, dividends, media sentiment, profitability, risk and valuation.

Datadog has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Datadog, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Datadog$3.43B27.03$107.74M$0.38684.84
Cloudflare$2.17B43.99-$102.27M-$0.25N/A

Datadog has a net margin of 3.69% compared to Cloudflare's net margin of -3.72%. Datadog's return on equity of 4.83% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Datadog3.69% 4.83% 2.72%
Cloudflare -3.72%-5.65%-1.34%

In the previous week, Cloudflare had 12 more articles in the media than Datadog. MarketBeat recorded 49 mentions for Cloudflare and 37 mentions for Datadog. Datadog's average media sentiment score of 0.83 beat Cloudflare's score of 0.70 indicating that Datadog is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Datadog
23 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
22 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

Datadog has a beta of 1.54, indicating that its stock price is 54% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.67, indicating that its stock price is 67% more volatile than the broader market.

78.3% of Datadog shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 6.5% of Datadog shares are owned by insiders. Comparatively, 10.7% of Cloudflare shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Datadog currently has a consensus price target of $244.73, indicating a potential downside of 5.96%. Cloudflare has a consensus price target of $249.81, indicating a potential downside of 7.41%. Given Datadog's stronger consensus rating and higher probable upside, analysts plainly believe Datadog is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Datadog
2 Sell rating(s)
2 Hold rating(s)
40 Buy rating(s)
2 Strong Buy rating(s)
2.91
Cloudflare
4 Sell rating(s)
8 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.56

Summary

Datadog beats Cloudflare on 12 of the 17 factors compared between the two stocks.

How does Cloudflare compare to Meta Platforms?

Meta Platforms (NASDAQ:META) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their analyst recommendations, institutional ownership, earnings, valuation, profitability, risk, media sentiment and dividends.

Meta Platforms presently has a consensus target price of $835.90, indicating a potential upside of 27.28%. Cloudflare has a consensus target price of $249.81, indicating a potential downside of 7.41%. Given Meta Platforms' stronger consensus rating and higher possible upside, equities analysts clearly believe Meta Platforms is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Meta Platforms
1 Sell rating(s)
8 Hold rating(s)
36 Buy rating(s)
3 Strong Buy rating(s)
2.85
Cloudflare
4 Sell rating(s)
8 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.56

In the previous week, Meta Platforms had 175 more articles in the media than Cloudflare. MarketBeat recorded 224 mentions for Meta Platforms and 49 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.70 beat Meta Platforms' score of 0.65 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Meta Platforms
129 Very Positive mention(s)
13 Positive mention(s)
36 Neutral mention(s)
35 Negative mention(s)
4 Very Negative mention(s)
Positive
Cloudflare
22 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

79.9% of Meta Platforms shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 13.5% of Meta Platforms shares are owned by insiders. Comparatively, 10.7% of Cloudflare shares are owned by insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company is poised for long-term growth.

Meta Platforms has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Meta Platforms, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Meta Platforms$200.97B8.27$60.46B$27.5123.87
Cloudflare$2.17B43.99-$102.27M-$0.25N/A

Meta Platforms has a beta of 1.25, indicating that its share price is 25% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.67, indicating that its share price is 67% more volatile than the broader market.

Meta Platforms has a net margin of 32.84% compared to Cloudflare's net margin of -3.72%. Meta Platforms' return on equity of 36.93% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Meta Platforms32.84% 36.93% 23.09%
Cloudflare -3.72%-5.65%-1.34%

Summary

Meta Platforms beats Cloudflare on 13 of the 17 factors compared between the two stocks.

How does Cloudflare compare to Microsoft?

Cloudflare (NYSE:NET) and Microsoft (NASDAQ:MSFT) are both large-cap computer and technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, profitability, analyst recommendations, risk, dividends, earnings and valuation.

Cloudflare has a beta of 1.67, meaning that its share price is 67% more volatile than the broader market. Comparatively, Microsoft has a beta of 1.13, meaning that its share price is 13% more volatile than the broader market.

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 71.1% of Microsoft shares are owned by institutional investors. 10.7% of Cloudflare shares are owned by insiders. Comparatively, 0.0% of Microsoft shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company is poised for long-term growth.

Microsoft has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Microsoft, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$2.17B43.99-$102.27M-$0.25N/A
Microsoft$281.72B10.31$101.83B$16.8023.27

Microsoft has a net margin of 39.34% compared to Cloudflare's net margin of -3.72%. Microsoft's return on equity of 31.94% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-3.72% -5.65% -1.34%
Microsoft 39.34%31.94%18.47%

Cloudflare currently has a consensus price target of $249.81, suggesting a potential downside of 7.41%. Microsoft has a consensus price target of $559.84, suggesting a potential upside of 43.19%. Given Microsoft's stronger consensus rating and higher possible upside, analysts plainly believe Microsoft is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
4 Sell rating(s)
8 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.56
Microsoft
0 Sell rating(s)
7 Hold rating(s)
41 Buy rating(s)
0 Strong Buy rating(s)
2.85

In the previous week, Microsoft had 209 more articles in the media than Cloudflare. MarketBeat recorded 258 mentions for Microsoft and 49 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.70 beat Microsoft's score of 0.57 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
22 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive
Microsoft
123 Very Positive mention(s)
38 Positive mention(s)
66 Neutral mention(s)
20 Negative mention(s)
9 Very Negative mention(s)
Positive

Summary

Microsoft beats Cloudflare on 11 of the 17 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 NET and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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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NET vs. The Competition

MetricCloudflareINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$94.87B$18.36B$39.25B$23.46B
Dividend YieldN/A3.41%3.19%4.02%
P/E Ratio-1,079.2468.46170.0231.08
Price / Sales43.9936.26597.7919.77
Price / Cash608.6477.0645.8218.64
Price / Book65.016.769.494.77
Net Income-$102.27M$385.08M$1.07B$1.06B
7 Day Performance0.09%0.78%-0.52%-0.23%
1 Month Performance18.39%6.53%-1.40%-0.11%
1 Year Performance47.65%-8.96%140.09%16.46%

Cloudflare Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
2.6675 of 5 stars
$269.81
+0.5%
$249.81
-7.4%
+48.9%$94.87B$2.17BN/A5,156
AMZN
Amazon.com
4.7859 of 5 stars
$244.16
+0.6%
$312.79
+28.1%
+9.9%$2.63T$742.78B29.211,576,000
CRWD
CrowdStrike
3.2217 of 5 stars
$199.38
+2.8%
$174.76
-12.3%
+57.1%$203.02B$5.09BN/A10,698
DDOG
Datadog
2.6183 of 5 stars
$255.37
-1.9%
$244.73
-4.2%
+89.4%$90.90B$3.67B672.048,100
META
Meta Platforms
4.9174 of 5 stars
$600.29
+3.0%
$840.64
+40.0%
-8.5%$1.52T$200.97B21.8278,865

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This page (NYSE:NET) was last updated on 7/14/2026 by MarketBeat.com Staff.
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