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Cloudflare (NET) Competitors

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$293.16 +14.25 (+5.11%)
As of 08/21/2026 03:58 PM Eastern

NET vs. AMZN, CRWD, DDOG, META, and MSFT

Should you buy Cloudflare stock or one of its competitors? Cloudflare's main competitors and comparable companies include Amazon.com (AMZN), CrowdStrike (CRWD), Datadog (DDOG), Meta Platforms (META), and Microsoft (MSFT). Companies are selected based on similarities in market, industry, and size.

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 businesses based on the strength of their profitability, earnings, media sentiment, analyst recommendations, dividends, risk, institutional ownership and valuation.

Amazon.com currently has a consensus target price of $322.39, suggesting a potential upside of 24.65%. Cloudflare has a consensus target price of $320.19, suggesting a potential upside of 9.22%. 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)
2 Hold rating(s)
56 Buy rating(s)
1 Strong Buy rating(s)
2.98
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

In the previous week, Amazon.com had 233 more articles in the media than Cloudflare. MarketBeat recorded 262 mentions for Amazon.com and 29 mentions for Cloudflare. Amazon.com's average media sentiment score of 0.83 beat Cloudflare's score of 0.34 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
156 Very Positive mention(s)
39 Positive mention(s)
27 Neutral mention(s)
29 Negative mention(s)
8 Very Negative mention(s)
Positive
Cloudflare
16 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Amazon.com has a beta of 1.45, suggesting that its stock price is 45% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.65, suggesting that its stock price is 65% 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$716.92B3.89$77.67B$12.4320.81
Cloudflare$2.17B47.80-$102.27M-$0.58N/A

Amazon.com has a net margin of 17.44% compared to Cloudflare's net margin of -8.21%. Amazon.com's return on equity of 18.00% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Amazon.com17.44% 18.00% 8.97%
Cloudflare -8.21%-3.88%-0.94%

Summary

Amazon.com beats Cloudflare on 12 of the 16 factors compared between the two stocks.

How does Cloudflare compare to CrowdStrike?

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

CrowdStrike currently has a consensus price target of $198.91, suggesting a potential upside of 3.62%. Cloudflare has a consensus price target of $320.19, suggesting a potential upside of 9.22%. Given Cloudflare's higher possible upside, analysts plainly believe Cloudflare is more favorable than CrowdStrike.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
2 Sell rating(s)
12 Hold rating(s)
36 Buy rating(s)
0 Strong Buy rating(s)
2.68
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

71.2% of CrowdStrike shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 1.7% of CrowdStrike shares are held by insiders. Comparatively, 10.7% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

In the previous week, CrowdStrike had 6 more articles in the media than Cloudflare. MarketBeat recorded 35 mentions for CrowdStrike and 29 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.34 beat CrowdStrike's score of 0.23 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
8 Very Positive mention(s)
6 Positive mention(s)
9 Neutral mention(s)
7 Negative mention(s)
2 Very Negative mention(s)
Neutral
Cloudflare
16 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

CrowdStrike has a net margin of -0.89% compared to Cloudflare's net margin of -8.21%. 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 -8.21%-3.88%-0.94%

CrowdStrike has a beta of 1.24, indicating that its stock price is 24% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.65, indicating that its stock price is 65% more volatile than the broader market.

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$4.81B40.62-$162.50M-$0.05N/A
Cloudflare$2.17B47.80-$102.27M-$0.58N/A

Summary

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

How does Cloudflare compare to Datadog?

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

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

Datadog has a net margin of 4.48% compared to Cloudflare's net margin of -8.21%. Datadog's return on equity of 5.67% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-8.21% -3.88% -0.94%
Datadog 4.48%5.67%3.24%

Cloudflare currently has a consensus price target of $320.19, indicating a potential upside of 9.22%. Datadog has a consensus price target of $276.32, indicating a potential upside of 17.27%. Given Datadog's stronger consensus rating and higher possible upside, analysts clearly believe Datadog is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58
Datadog
1 Sell rating(s)
5 Hold rating(s)
38 Buy rating(s)
1 Strong Buy rating(s)
2.87

Cloudflare has a beta of 1.65, suggesting that its share price is 65% more volatile than the broader market. Comparatively, Datadog has a beta of 1.54, suggesting that its share price is 54% more volatile than the broader market.

In the previous week, Cloudflare had 5 more articles in the media than Datadog. MarketBeat recorded 29 mentions for Cloudflare and 24 mentions for Datadog. Datadog's average media sentiment score of 0.54 beat Cloudflare's score of 0.34 indicating that Datadog is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
16 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral
Datadog
12 Very Positive mention(s)
3 Positive mention(s)
1 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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
Cloudflare$2.17B47.80-$102.27M-$0.58N/A
Datadog$3.43B24.69$107.74M$0.49480.86

Summary

Datadog beats Cloudflare on 11 of the 16 factors compared between the two stocks.

How does Cloudflare compare to Meta Platforms?

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

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

Meta Platforms has a net margin of 29.83% compared to Cloudflare's net margin of -8.21%. Meta Platforms' return on equity of 33.18% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Meta Platforms29.83% 33.18% 20.07%
Cloudflare -8.21%-3.88%-0.94%

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$228.25B6.14$60.46B$26.5520.71
Cloudflare$2.17B47.80-$102.27M-$0.58N/A

In the previous week, Meta Platforms had 137 more articles in the media than Cloudflare. MarketBeat recorded 166 mentions for Meta Platforms and 29 mentions for Cloudflare. Meta Platforms' average media sentiment score of 0.60 beat Cloudflare's score of 0.34 indicating that Meta Platforms is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Meta Platforms
93 Very Positive mention(s)
11 Positive mention(s)
16 Neutral mention(s)
36 Negative mention(s)
6 Very Negative mention(s)
Positive
Cloudflare
16 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

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 1.65, indicating that its share price is 65% more volatile than the broader market.

Meta Platforms presently has a consensus price target of $785.32, suggesting a potential upside of 42.81%. Cloudflare has a consensus price target of $320.19, suggesting a potential upside of 9.22%. Given Meta Platforms' stronger consensus rating and higher possible upside, equities research analysts plainly believe Meta Platforms is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Meta Platforms
0 Sell rating(s)
8 Hold rating(s)
35 Buy rating(s)
4 Strong Buy rating(s)
2.91
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

Summary

Meta Platforms beats Cloudflare on 14 of the 17 factors compared between the two stocks.

How does Cloudflare compare to Microsoft?

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

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
Microsoft$331.84B10.81$133.75B$17.9626.91
Cloudflare$2.17B47.80-$102.27M-$0.58N/A

Microsoft has a net margin of 40.31% compared to Cloudflare's net margin of -8.21%. Microsoft's return on equity of 31.98% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Microsoft40.31% 31.98% 18.70%
Cloudflare -8.21%-3.88%-0.94%

71.1% of Microsoft shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 0.0% of Microsoft 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, hedge funds and endowments believe a company will outperform the market over the long term.

Microsoft has a beta of 1.11, meaning that its share price is 11% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.65, meaning that its share price is 65% more volatile than the broader market.

In the previous week, Microsoft had 200 more articles in the media than Cloudflare. MarketBeat recorded 229 mentions for Microsoft and 29 mentions for Cloudflare. Microsoft's average media sentiment score of 0.99 beat Cloudflare's score of 0.34 indicating that Microsoft is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microsoft
150 Very Positive mention(s)
24 Positive mention(s)
30 Neutral mention(s)
24 Negative mention(s)
1 Very Negative mention(s)
Positive
Cloudflare
16 Very Positive mention(s)
1 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Microsoft presently has a consensus price target of $560.27, indicating a potential upside of 15.94%. Cloudflare has a consensus price target of $320.19, indicating a potential upside of 9.22%. Given Microsoft's stronger consensus rating and higher possible upside, research analysts clearly believe Microsoft is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Microsoft
0 Sell rating(s)
5 Hold rating(s)
42 Buy rating(s)
0 Strong Buy rating(s)
2.89
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

Summary

Microsoft beats Cloudflare on 12 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

MetricCloudflareIT Services IndustryTechnology SectorNYSE Exchange
Market Cap$103.62B$11.08B$29.55B$24.30B
Dividend YieldN/A2.80%2.75%3.70%
P/E Ratio-505.4514.2673.3530.31
Price / Sales47.8062.11598.8419.89
Price / Cash664.7542.1550.3532.49
Price / Book64.0124.959.446.77
Net Income-$102.27M$273.31M$679.74M$1.07B
7 Day Performance-7.12%-1.25%-1.29%-0.65%
1 Month Performance11.67%5.45%4.03%3.38%
1 Year Performance49.62%30.28%189.70%14.90%

Cloudflare Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
3.973 of 5 stars
$293.16
+5.1%
$320.19
+9.2%
+49.6%$103.62B$2.17BN/A5,156
AMZN
Amazon.com
4.9546 of 5 stars
$278.09
+1.3%
$322.56
+16.0%
+13.0%$3.00T$716.92B22.371,576,000
CRWD
CrowdStrike
3.6009 of 5 stars
$225.16
+5.0%
$185.78
-17.5%
+82.6%$229.27B$4.81BN/A10,698
DDOG
Datadog
4.4097 of 5 stars
$260.78
+11.5%
$276.32
+6.0%
+79.6%$92.83B$3.43B532.218,100
META
Meta Platforms
4.9946 of 5 stars
$594.92
+0.5%
$785.32
+32.0%
-27.1%$1.52T$200.97B22.4178,865

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This page (NYSE:NET) was last updated on 8/23/2026 by MarketBeat.com Staff.
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