Cloudflare (NET) Competitors

$193.05 +6.26 (+3.35%)

Closing price 03:59 PM Eastern

Extended Trading

$192.59 -0.46 (-0.24%)

As of 07:59 PM Eastern

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

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Amazon.com	$716.92B	4.05	$77.67B	$8.36	32.31
Cloudflare	$2.17B	31.34	-$102.27M	-$0.25	N/A

Amazon.com presently has a consensus target price of $312.52, suggesting a potential upside of 15.69%. Cloudflare has a consensus target price of $236.68, suggesting a potential upside of 22.60%. Given Cloudflare's higher probable upside, analysts clearly believe Cloudflare is more favorable than Amazon.com.

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)	18 Buy rating(s)	0 Strong Buy rating(s)	2.54

In the previous week, Amazon.com had 231 more articles in the media than Cloudflare. MarketBeat recorded 299 mentions for Amazon.com and 68 mentions for Cloudflare. Amazon.com's average media sentiment score of 0.91 beat Cloudflare's score of 0.42 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	171 Very Positive mention(s)	60 Positive mention(s)	29 Neutral mention(s)	26 Negative mention(s)	9 Very Negative mention(s)	Positive
Cloudflare	20 Very Positive mention(s)	6 Positive mention(s)	24 Neutral mention(s)	13 Negative mention(s)	1 Very Negative mention(s)	Neutral

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

72.2% of Amazon.com shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 8.9% of Amazon.com shares are owned by insiders. Comparatively, 10.9% of Cloudflare shares are owned by 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.

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.com	12.22%	19.92%	9.86%
Cloudflare	-3.72%	-5.65%	-1.34%

Summary

Amazon.com beats Cloudflare on 11 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 compare the two companies based on the strength of their valuation, profitability, dividends, analyst recommendations, earnings, institutional ownership, media sentiment and risk.

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 71.2% of CrowdStrike shares are owned by institutional investors. 10.9% of Cloudflare shares are owned by insiders. Comparatively, 1.7% of CrowdStrike 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.

In the previous week, Cloudflare had 33 more articles in the media than CrowdStrike. MarketBeat recorded 68 mentions for Cloudflare and 35 mentions for CrowdStrike. Cloudflare's average media sentiment score of 0.42 beat CrowdStrike's score of 0.21 indicating that Cloudflare is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Cloudflare	20 Very Positive mention(s)	6 Positive mention(s)	24 Neutral mention(s)	13 Negative mention(s)	1 Very Negative mention(s)	Neutral
CrowdStrike	9 Very Positive mention(s)	5 Positive mention(s)	8 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Neutral

Cloudflare has a beta of 1.67, meaning that its share price is 67% more volatile than the broader market. Comparatively, CrowdStrike has a beta of 1.06, meaning that its share price is 6% more volatile than the broader market.

Cloudflare presently has a consensus target price of $236.68, suggesting a potential upside of 22.60%. CrowdStrike has a consensus target price of $506.82, suggesting a potential downside of 9.91%. Given Cloudflare's higher probable upside, equities analysts plainly 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)	18 Buy rating(s)	0 Strong Buy rating(s)	2.54
CrowdStrike	1 Sell rating(s)	13 Hold rating(s)	37 Buy rating(s)	0 Strong Buy rating(s)	2.71

Cloudflare has a net margin of -3.72% compared to CrowdStrike's net margin of -3.81%. CrowdStrike's return on equity of -0.14% beat Cloudflare's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Cloudflare	-3.72%	-5.65%	-1.34%
CrowdStrike	-3.81%	-0.14%	-0.06%

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cloudflare	$2.17B	31.34	-$102.27M	-$0.25	N/A
CrowdStrike	$4.81B	29.65	-$162.50M	-$0.74	N/A

Summary

Cloudflare beats CrowdStrike on 10 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 superior stock? We will compare the two businesses based on the strength of their dividends, media sentiment, valuation, institutional ownership, analyst recommendations, profitability, risk and earnings.

In the previous week, Datadog had 74 more articles in the media than Cloudflare. MarketBeat recorded 142 mentions for Datadog and 68 mentions for Cloudflare. Datadog's average media sentiment score of 0.76 beat Cloudflare's score of 0.42 indicating that Datadog is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Datadog	62 Very Positive mention(s)	16 Positive mention(s)	25 Neutral mention(s)	3 Negative mention(s)	2 Very Negative mention(s)	Positive
Cloudflare	20 Very Positive mention(s)	6 Positive mention(s)	24 Neutral mention(s)	13 Negative mention(s)	1 Very Negative mention(s)	Neutral

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Datadog	$3.43B	21.12	$107.74M	$0.38	540.29
Cloudflare	$2.17B	31.34	-$102.27M	-$0.25	N/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
Datadog	3.69%	4.83%	2.72%
Cloudflare	-3.72%	-5.65%	-1.34%

Datadog has a beta of 1.3, meaning that its share price is 30% 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.

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, 10.9% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Datadog currently has a consensus target price of $213.38, indicating a potential upside of 3.93%. Cloudflare has a consensus target price of $236.68, indicating a potential upside of 22.60%. Given Cloudflare's higher probable upside, analysts plainly believe Cloudflare is more favorable than Datadog.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Datadog	2 Sell rating(s)	1 Hold rating(s)	40 Buy rating(s)	1 Strong Buy rating(s)	2.91
Cloudflare	3 Sell rating(s)	7 Hold rating(s)	18 Buy rating(s)	0 Strong Buy rating(s)	2.54

Summary

Datadog beats Cloudflare on 12 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 better business? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, valuation, earnings, media sentiment, analyst recommendations and risk.

In the previous week, Meta Platforms had 95 more articles in the media than Cloudflare. MarketBeat recorded 163 mentions for Meta Platforms and 68 mentions for Cloudflare. Meta Platforms' average media sentiment score of 1.04 beat Cloudflare's score of 0.42 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	20 Very Positive mention(s)	6 Positive mention(s)	24 Neutral mention(s)	13 Negative mention(s)	1 Very Negative mention(s)	Neutral
Meta Platforms	110 Very Positive mention(s)	8 Positive mention(s)	19 Neutral mention(s)	15 Negative mention(s)	7 Very Negative mention(s)	Positive

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cloudflare	$2.17B	31.34	-$102.27M	-$0.25	N/A
Meta Platforms	$200.97B	7.76	$60.46B	$27.51	22.41

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 has a beta of 1.67, meaning that its share price is 67% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.25, meaning that its share price is 25% 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. 10.9% of Cloudflare shares are held by company insiders. Comparatively, 13.6% of Meta Platforms shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Cloudflare presently has a consensus price target of $236.68, indicating a potential upside of 22.60%. Meta Platforms has a consensus price target of $840.31, indicating a potential upside of 36.27%. 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)	18 Buy rating(s)	0 Strong Buy rating(s)	2.54
Meta Platforms	0 Sell rating(s)	9 Hold rating(s)	34 Buy rating(s)	4 Strong Buy rating(s)	2.89

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 better business? We will contrast the two companies based on the strength of their profitability, dividends, institutional ownership, valuation, earnings, media sentiment, analyst recommendations and risk.

82.7% of Cloudflare shares are held by institutional investors. Comparatively, 71.1% of Microsoft shares are held by institutional investors. 10.9% of Cloudflare shares are held by company insiders. Comparatively, 0.0% of Microsoft shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

Cloudflare presently has a consensus price target of $236.68, indicating a potential upside of 22.60%. Microsoft has a consensus price target of $560.88, indicating a potential upside of 38.42%. 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	3 Sell rating(s)	7 Hold rating(s)	18 Buy rating(s)	0 Strong Buy rating(s)	2.54
Microsoft	0 Sell rating(s)	7 Hold rating(s)	39 Buy rating(s)	0 Strong Buy rating(s)	2.85

In the previous week, Microsoft had 225 more articles in the media than Cloudflare. MarketBeat recorded 293 mentions for Microsoft and 68 mentions for Cloudflare. Microsoft's average media sentiment score of 0.80 beat Cloudflare's score of 0.42 indicating that Microsoft is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Cloudflare	20 Very Positive mention(s)	6 Positive mention(s)	24 Neutral mention(s)	13 Negative mention(s)	1 Very Negative mention(s)	Neutral
Microsoft	151 Very Positive mention(s)	48 Positive mention(s)	45 Neutral mention(s)	31 Negative mention(s)	11 Very Negative mention(s)	Positive

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 1.1, meaning that its share price is 10% more volatile than the broader market.

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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cloudflare	$2.17B	31.34	-$102.27M	-$0.25	N/A
Microsoft	$281.72B	10.68	$101.83B	$16.80	24.12

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%

Summary

Microsoft beats Cloudflare on 12 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.

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.

NET vs. The Competition

Export

Metric	Cloudflare	INTERNET SOFTWARE Industry	Computer Sector	NYSE Exchange
Market Cap	$65.75B	$16.38B	$38.55B	$22.96B
Dividend Yield	N/A	4.81%	3.19%	4.07%
P/E Ratio	-772.20	59.42	164.46	28.29
Price / Sales	31.34	41.90	627.61	25.21
Price / Cash	423.58	65.08	47.82	25.11
Price / Book	44.48	5.51	9.46	4.73
Net Income	-$102.27M	$379.18M	$1.03B	$1.07B
7 Day Performance	-22.37%	-3.64%	-0.08%	-1.74%
1 Month Performance	4.97%	5.85%	10.70%	2.05%
1 Year Performance	28.37%	-7.59%	163.89%	23.46%

Cloudflare Competitors List

Export

Company	MarketRank	Share Price	Analysts' Price Target	1Y Price Performance	Market Cap	Revenue	P/E Ratio	Employee Count	Indicator(s)
NET Cloudflare	3.8772 of 5 stars	$193.05 +3.4%	$236.68 +22.6%	+31.5%	$65.75B	$2.17B	N/A	5,156	Trending News Earnings Report Analyst Forecast
AMZN Amazon.com	4.6783 of 5 stars	$271.90 +1.4%	$311.65 +14.6%	+27.4%	$2.92T	$716.92B	32.52	1,576,000	Trending News Analyst Forecast
CRWD CrowdStrike	2.6962 of 5 stars	$469.24 +3.0%	$505.29 +7.7%	+27.2%	$119.00B	$4.81B	N/A	10,698	Trending News Insider Trade
DDOG Datadog	3.4445 of 5 stars	$146.69 +4.4%	$177.03 +20.7%	+76.3%	$51.72B	$3.43B	473.19	8,100	Trending News Earnings Report Analyst Forecast Insider Trade
META Meta Platforms	4.9384 of 5 stars	$610.45 +0.3%	$840.67 +37.7%	-5.7%	$1.54T	$200.97B	22.19	78,865	Trending News Insider Trade

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This page (NYSE:NET) was last updated on 5/13/2026 by MarketBeat.com Staff.

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Cloudflare (NET) Competitors

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

How does Cloudflare compare to Amazon.com?

Summary

How does Cloudflare compare to CrowdStrike?

Summary

How does Cloudflare compare to Datadog?

Summary

How does Cloudflare compare to Meta Platforms?

Summary

How does Cloudflare compare to Microsoft?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

NET vs. The Competition

Cloudflare Competitors List

Related Companies and Tools

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Cloudflare (NET) Competitors

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

How does Cloudflare compare to Amazon.com?

Which has higher valuation and earnings, AMZN or NET?

Do analysts recommend AMZN or NET?

Does the media favor AMZN or NET?

Which has more risk & volatility, AMZN or NET?

Do institutionals and insiders hold more shares of AMZN or NET?

Is AMZN or NET more profitable?

Summary

How does Cloudflare compare to CrowdStrike?

Do insiders & institutionals hold more shares of NET or CRWD?

Does the media refer more to NET or CRWD?

Which has more risk and volatility, NET or CRWD?

Do analysts recommend NET or CRWD?

Is NET or CRWD more profitable?

Which has better valuation & earnings, NET or CRWD?

Summary

How does Cloudflare compare to Datadog?

Does the media prefer DDOG or NET?

Which has higher earnings & valuation, DDOG or NET?

Is DDOG or NET more profitable?

Which has more risk and volatility, DDOG or NET?

Do insiders and institutionals believe in DDOG or NET?

Do analysts rate DDOG or NET?

Summary

How does Cloudflare compare to Meta Platforms?

Does the media refer more to NET or META?

Which has preferable valuation and earnings, NET or META?

Is NET or META more profitable?

Which has more volatility & risk, NET or META?

Do insiders & institutionals believe in NET or META?

Do analysts prefer NET or META?

Summary

How does Cloudflare compare to Microsoft?

Do insiders & institutionals believe in NET or MSFT?

Do analysts prefer NET or MSFT?

Does the media refer more to NET or MSFT?

Which has more volatility & risk, NET or MSFT?

Which has preferable valuation and earnings, NET or MSFT?

Is NET or MSFT more profitable?

Summary

New MarketBeat Followers Over Time

Media Sentiment Over Time

NET vs. The Competition

Cloudflare Competitors List

Related Companies and Tools

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools