Cloudflare (NET) Competitors

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$229.04 +10.66 (+4.88%)
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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 investment? We will compare the two companies based on the strength of their risk, media sentiment, valuation, dividends, analyst recommendations, earnings, profitability and institutional ownership.

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%

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 insiders. Comparatively, 10.7% of Cloudflare shares are held 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.

Amazon.com has a beta of 1.45, indicating that its share price is 45% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.7, indicating that its share price is 70% more volatile than the broader market.

In the previous week, Amazon.com had 314 more articles in the media than Cloudflare. MarketBeat recorded 351 mentions for Amazon.com and 37 mentions for Cloudflare. Amazon.com's average media sentiment score of 0.99 beat Cloudflare's score of 0.89 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
239 Very Positive mention(s)
50 Positive mention(s)
32 Neutral mention(s)
26 Negative mention(s)
3 Very Negative mention(s)
Positive
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Amazon.com presently has a consensus target price of $312.78, indicating a potential upside of 33.15%. Cloudflare has a consensus target price of $241.35, indicating a potential upside of 5.37%. 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)
3 Hold rating(s)
57 Buy rating(s)
0 Strong Buy rating(s)
2.95
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.58

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$716.92B3.52$77.67B$8.3628.10
Cloudflare$2.33B34.77-$102.27M-$0.25N/A

Summary

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

How does Cloudflare compare to CrowdStrike?

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

Cloudflare presently has a consensus target price of $241.35, indicating a potential upside of 5.37%. CrowdStrike has a consensus target price of $692.71, indicating a potential upside of 0.94%. Given Cloudflare's higher probable upside, research analysts clearly believe Cloudflare is more favorable than CrowdStrike.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.58
CrowdStrike
2 Sell rating(s)
13 Hold rating(s)
36 Buy rating(s)
0 Strong Buy rating(s)
2.67

Cloudflare has higher earnings, but lower revenue 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
Cloudflare$2.33B34.77-$102.27M-$0.25N/A
CrowdStrike$4.81B36.31-$162.50M-$0.19N/A

In the previous week, Cloudflare had 6 more articles in the media than CrowdStrike. MarketBeat recorded 37 mentions for Cloudflare and 31 mentions for CrowdStrike. Cloudflare's average media sentiment score of 0.89 beat CrowdStrike's score of 0.10 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
CrowdStrike
8 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Neutral

82.7% of Cloudflare shares are held by institutional investors. Comparatively, 71.2% of CrowdStrike shares are held by institutional investors. 10.7% of Cloudflare shares are held by company insiders. Comparatively, 1.7% of CrowdStrike shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Cloudflare has a beta of 1.7, indicating that its share price is 70% more volatile than the broader market. Comparatively, CrowdStrike has a beta of 1.25, indicating that its share price is 25% more volatile than the broader market.

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
Cloudflare-3.72% -5.65% -1.34%
CrowdStrike -0.89%2.29%0.94%

Summary

Cloudflare and CrowdStrike tied by winning 8 of the 16 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 stock? We will contrast the two companies based on the strength of their media sentiment, institutional ownership, analyst recommendations, risk, profitability, valuation, earnings and dividends.

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$3.43B23.16$107.74M$0.38586.87
Cloudflare$2.33B34.77-$102.27M-$0.25N/A

Datadog presently has a consensus price target of $241.30, indicating a potential upside of 8.20%. Cloudflare has a consensus price target of $241.35, indicating a potential upside of 5.37%. Given Datadog's stronger consensus rating and higher probable upside, equities research analysts plainly believe Datadog is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Datadog
1 Sell rating(s)
2 Hold rating(s)
41 Buy rating(s)
1 Strong Buy rating(s)
2.93
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.58

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%

Datadog has a beta of 1.56, meaning that its stock price is 56% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.7, meaning that its stock price is 70% 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 company insiders. Comparatively, 10.7% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Datadog had 5 more articles in the media than Cloudflare. MarketBeat recorded 42 mentions for Datadog and 37 mentions for Cloudflare. Datadog's average media sentiment score of 1.00 beat Cloudflare's score of 0.89 indicating that Datadog is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Datadog
25 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

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

How does Cloudflare compare to Meta Platforms?

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

Cloudflare has a beta of 1.7, indicating that its stock price is 70% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.23, indicating that its stock price is 23% more volatile than the broader market.

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

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
Cloudflare-3.72% -5.65% -1.34%
Meta Platforms 32.84%36.93%23.09%

Cloudflare presently has a consensus price target of $241.35, suggesting a potential upside of 5.37%. Meta Platforms has a consensus price target of $840.60, suggesting a potential upside of 48.90%. Given Meta Platforms' stronger consensus rating and higher possible upside, analysts plainly believe Meta Platforms is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.58
Meta Platforms
1 Sell rating(s)
9 Hold rating(s)
35 Buy rating(s)
3 Strong Buy rating(s)
2.83

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
Cloudflare$2.33B34.77-$102.27M-$0.25N/A
Meta Platforms$200.97B7.11$60.46B$27.5120.52

In the previous week, Meta Platforms had 158 more articles in the media than Cloudflare. MarketBeat recorded 195 mentions for Meta Platforms and 37 mentions for Cloudflare. Meta Platforms' average media sentiment score of 1.16 beat Cloudflare's score of 0.89 indicating that Meta Platforms is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
157 Very Positive mention(s)
7 Positive mention(s)
11 Neutral mention(s)
18 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Meta Platforms beats Cloudflare on 14 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 business? We will contrast the two businesses based on the strength of their institutional ownership, media sentiment, earnings, risk, profitability, dividends, valuation and analyst recommendations.

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$2.33B34.77-$102.27M-$0.25N/A
Microsoft$281.72B9.85$101.83B$16.8022.23

Cloudflare currently has a consensus price target of $241.35, indicating a potential upside of 5.37%. Microsoft has a consensus price target of $561.20, indicating a potential upside of 50.27%. Given Microsoft's stronger consensus rating and higher possible upside, analysts clearly believe Microsoft is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
0 Strong Buy rating(s)
2.58
Microsoft
0 Sell rating(s)
6 Hold rating(s)
41 Buy rating(s)
0 Strong Buy rating(s)
2.87

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%

In the previous week, Microsoft had 302 more articles in the media than Cloudflare. MarketBeat recorded 339 mentions for Microsoft and 37 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.89 beat Microsoft's score of 0.87 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Microsoft
213 Very Positive mention(s)
41 Positive mention(s)
53 Neutral mention(s)
23 Negative mention(s)
9 Very Negative mention(s)
Positive

Cloudflare has a beta of 1.7, indicating that its share price is 70% more volatile than the broader market. Comparatively, Microsoft has a beta of 1.11, indicating that its share price is 11% 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 company insiders. Comparatively, 0.0% of Microsoft shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Summary

Microsoft beats Cloudflare on 11 of the 16 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$80.73B$15.99B$38.22B$23.15B
Dividend YieldN/A3.10%3.26%4.06%
P/E Ratio-913.5658.5079.4631.09
Price / Sales34.7728.76627.1321.04
Price / Cash508.0969.7048.3318.65
Price / Book55.196.189.664.67
Net Income-$102.27M$384.51M$1.07B$1.08B
7 Day Performance-0.93%-2.68%-1.32%-0.98%
1 Month Performance5.92%-4.84%1.10%0.25%
1 Year Performance24.50%-7.98%159.84%24.51%

Cloudflare Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
3.9884 of 5 stars
$229.04
+4.9%
$241.35
+5.4%
+21.8%$80.73B$2.33BN/A5,156
AMZN
Amazon.com
4.9457 of 5 stars
$246.02
+3.1%
$312.78
+27.1%
+11.0%$2.65T$716.92B29.431,576,000
CRWD
CrowdStrike
3.3171 of 5 stars
$692.91
+1.5%
$692.71
0.0%
+41.8%$176.39B$4.81BN/A10,698
DDOG
Datadog
4.2438 of 5 stars
$233.09
+1.4%
$234.14
+0.4%
+73.6%$82.97B$3.43B613.418,100
META
Meta Platforms
4.9805 of 5 stars
$593.48
+4.7%
$840.60
+41.6%
-17.4%$1.50T$200.97B21.5778,865

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This page (NYSE:NET) was last updated on 6/23/2026 by MarketBeat.com Staff.
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