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Cloudflare (NET) Competitors

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$349.16 -1.84 (-0.52%)
Closing price 03:59 PM Eastern
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$347.85 -1.31 (-0.38%)
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NET vs. AMZN, CRWD, DDOG, FSLY, and META

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), Fastly (FSLY), and Meta Platforms (META). 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 investment? We will compare the two companies based on the strength of their institutional ownership, valuation, media sentiment, risk, dividends, analyst recommendations, earnings and profitability.

Amazon.com has a beta of 1.45, meaning that its stock price is 45% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.64, meaning that its stock price is 64% 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$716.92B3.77$77.67B$12.4320.18
Cloudflare$2.17B57.42-$102.27M-$0.58N/A

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, 10.7% of Cloudflare shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.

In the previous week, Amazon.com had 309 more articles in the media than Cloudflare. MarketBeat recorded 333 mentions for Amazon.com and 24 mentions for Cloudflare. Amazon.com's average media sentiment score of 0.92 beat Cloudflare's score of 0.67 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
204 Very Positive mention(s)
42 Positive mention(s)
40 Neutral mention(s)
30 Negative mention(s)
16 Very Negative mention(s)
Positive
Cloudflare
12 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive

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%

Amazon.com currently has a consensus target price of $321.63, indicating a potential upside of 28.25%. Cloudflare has a consensus target price of $321.85, indicating a potential downside of 8.62%. Given Amazon.com's stronger consensus rating and higher probable upside, 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)
56 Buy rating(s)
0 Strong Buy rating(s)
2.95
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

Summary

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

How does Cloudflare compare to CrowdStrike?

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

CrowdStrike has a net margin of 0.70% compared to Cloudflare's net margin of -8.21%. CrowdStrike's return on equity of 2.42% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-8.21% -3.88% -0.94%
CrowdStrike 0.70%2.42%1.00%

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 large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Cloudflare has a beta of 1.64, meaning that its stock price is 64% more volatile than the broader market. Comparatively, CrowdStrike has a beta of 1.2, meaning that its stock price is 20% more volatile than the broader market.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$2.17B57.42-$102.27M-$0.58N/A
CrowdStrike$4.81B57.24-$162.50M$0.046,724.80

Cloudflare presently has a consensus target price of $321.85, suggesting a potential downside of 8.62%. CrowdStrike has a consensus target price of $227.17, suggesting a potential downside of 15.55%. Given Cloudflare's higher possible upside, equities research analysts clearly believe Cloudflare is more favorable than CrowdStrike.

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
CrowdStrike
1 Sell rating(s)
13 Hold rating(s)
37 Buy rating(s)
0 Strong Buy rating(s)
2.71

In the previous week, CrowdStrike had 10 more articles in the media than Cloudflare. MarketBeat recorded 34 mentions for CrowdStrike and 24 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.67 beat CrowdStrike's score of 0.60 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
12 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive
CrowdStrike
13 Very Positive mention(s)
5 Positive mention(s)
10 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

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

Cloudflare has a beta of 1.64, indicating that its stock price is 64% more volatile than the broader market. Comparatively, Datadog has a beta of 1.51, indicating that its stock price is 51% more volatile than the broader market.

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$2.17B57.42-$102.27M-$0.58N/A
Datadog$3.43B29.35$107.74M$0.49571.77

Cloudflare presently has a consensus target price of $321.85, indicating a potential downside of 8.62%. Datadog has a consensus target price of $277.73, indicating a potential downside of 0.87%. 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)
4 Hold rating(s)
39 Buy rating(s)
2 Strong Buy rating(s)
2.91

In the previous week, Cloudflare had 8 more articles in the media than Datadog. MarketBeat recorded 24 mentions for Cloudflare and 16 mentions for Datadog. Cloudflare's average media sentiment score of 0.67 beat Datadog's score of 0.30 indicating that Cloudflare is being referred to more favorably in the media.

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

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%

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

Summary

Datadog beats Cloudflare on 11 of the 17 factors compared between the two stocks.

How does Cloudflare compare to Fastly?

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

Cloudflare has a net margin of -8.21% compared to Fastly's net margin of -11.80%. Cloudflare's return on equity of -3.88% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-11.80% -6.31% -4.04%
Cloudflare -8.21%-3.88%-0.94%

79.7% of Fastly shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 4.2% of Fastly 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, large money managers and hedge funds believe a stock is poised for long-term growth.

Fastly has a beta of 0.31, meaning that its stock price is 69% less volatile than the broader market. Comparatively, Cloudflare has a beta of 1.64, meaning that its stock price is 64% more volatile than the broader market.

Fastly currently has a consensus price target of $26.73, suggesting a potential upside of 0.16%. Cloudflare has a consensus price target of $321.85, suggesting a potential downside of 8.62%. Given Fastly's higher possible upside, analysts plainly believe Fastly is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
2 Sell rating(s)
6 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.40
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$624.02M6.81-$121.68M-$0.53N/A
Cloudflare$2.17B57.42-$102.27M-$0.58N/A

In the previous week, Cloudflare had 5 more articles in the media than Fastly. MarketBeat recorded 24 mentions for Cloudflare and 19 mentions for Fastly. Cloudflare's average media sentiment score of 0.67 beat Fastly's score of 0.49 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
8 Very Positive mention(s)
2 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Cloudflare
12 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive

Summary

Cloudflare beats Fastly on 13 of the 16 factors compared between the two stocks.

How does Cloudflare compare to Meta Platforms?

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

Cloudflare currently has a consensus target price of $321.85, indicating a potential downside of 8.62%. Meta Platforms has a consensus target price of $787.86, indicating a potential upside of 7.90%. Given Meta Platforms' stronger consensus rating and higher probable upside, analysts clearly believe Meta Platforms 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
Meta Platforms
0 Sell rating(s)
10 Hold rating(s)
44 Buy rating(s)
3 Strong Buy rating(s)
2.88

In the previous week, Meta Platforms had 211 more articles in the media than Cloudflare. MarketBeat recorded 235 mentions for Meta Platforms and 24 mentions for Cloudflare. Meta Platforms' average media sentiment score of 0.78 beat Cloudflare's score of 0.67 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
12 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive
Meta Platforms
141 Very Positive mention(s)
15 Positive mention(s)
47 Neutral mention(s)
24 Negative mention(s)
4 Very Negative mention(s)
Positive

Cloudflare has a beta of 1.64, suggesting that its stock price is 64% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.19, suggesting that its stock price is 19% more volatile than the broader market.

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 79.9% of Meta Platforms shares are owned by institutional investors. 10.7% of Cloudflare shares are owned by company insiders. Comparatively, 13.5% of Meta Platforms shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments 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
Cloudflare-8.21% -3.88% -0.94%
Meta Platforms 29.83%33.18%20.07%

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$2.17B57.42-$102.27M-$0.58N/A
Meta Platforms$200.97B9.26$60.46B$26.5527.50

Summary

Meta Platforms beats Cloudflare on 14 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

Export
MetricCloudflareIT Services IndustryTechnology SectorNYSE Exchange
Market Cap$123.42B$11.17B$31.65B$22.70B
Dividend YieldN/A2.82%2.75%3.74%
P/E Ratio-602.0114.3581.3527.77
Price / Sales56.9367.36589.1820.15
Price / Cash787.5142.7249.1339.56
Price / Book84.149.148.124.64
Net Income-$102.27M$273.41M$702.36M$1.08B
7 Day Performance0.22%-1.93%0.65%-1.06%
1 Month Performance28.07%-2.13%1.12%-5.03%
1 Year Performance55.39%14.17%168.48%5.78%

Cloudflare Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
2.6891 of 5 stars		$349.16
-0.5%		$321.85
-7.8%		+61.4%$123.42B$2.17BN/A5,156
AMZN
Amazon.com
4.9793 of 5 stars		$246.15
-1.4%		$321.19
+30.5%		+12.5%$2.66T$716.92B19.801,576,000
CRWD
CrowdStrike
2.6317 of 5 stars		$259.25
+2.8%		$226.53
-12.6%		+112.9%$265.45B$4.81B6,481.2511,706
DDOG
Datadog
2.5434 of 5 stars		$268.70
+0.2%		$276.66
+3.0%		+81.0%$96.48B$3.43B548.388,100
FSLY
Fastly
1.8605 of 5 stars		$24.92
-0.2%		$26.73
+7.3%		+205.2%$3.97B$624.02MN/A1,140

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This page (NYSE:NET) was last updated on 10/2/2026 by MarketBeat.com Staff.
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