Cloudflare (NET) Competitors $191.26 +5.62 (+3.02%) Closing price 07/3/2025 03:57 PM EasternExtended Trading$190.75 -0.50 (-0.26%) As of 07/3/2025 04:58 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock NET vs. AMZN, CRWD, DDOG, META, NVDA, ZS, FSLY, HUBS, SNOW, and SHOPShould you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Amazon.com (AMZN), CrowdStrike (CRWD), Datadog (DDOG), Meta Platforms (META), NVIDIA (NVDA), Zscaler (ZS), Fastly (FSLY), HubSpot (HUBS), Snowflake (SNOW), and Shopify (SHOP). Cloudflare vs. Its Competitors Amazon.com CrowdStrike Datadog Meta Platforms NVIDIA Zscaler Fastly HubSpot Snowflake Shopify Cloudflare (NYSE:NET) and Amazon.com (NASDAQ:AMZN) are related large-cap companies, but which is the better stock? We will contrast the two companies based on the strength of their valuation, risk, earnings, institutional ownership, media sentiment, profitability, dividends and analyst recommendations. Does the media refer more to NET or AMZN? In the previous week, Amazon.com had 213 more articles in the media than Cloudflare. MarketBeat recorded 262 mentions for Amazon.com and 49 mentions for Cloudflare. Amazon.com's average media sentiment score of 0.94 beat Cloudflare's score of 0.54 indicating that Amazon.com is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Cloudflare 26 Very Positive mention(s) 2 Positive mention(s) 8 Neutral mention(s) 8 Negative mention(s) 3 Very Negative mention(s) Positive Amazon.com 159 Very Positive mention(s) 39 Positive mention(s) 42 Neutral mention(s) 16 Negative mention(s) 2 Very Negative mention(s) Positive Do insiders and institutionals have more ownership in NET or AMZN? 82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 72.2% of Amazon.com shares are owned by institutional investors. 10.9% of Cloudflare shares are owned by company insiders. Comparatively, 9.7% of Amazon.com shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth. Do analysts recommend NET or AMZN? Cloudflare presently has a consensus price target of $145.92, indicating a potential downside of 23.70%. Amazon.com has a consensus price target of $245.60, indicating a potential upside of 10.07%. 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 Cloudflare 3 Sell rating(s) 10 Hold rating(s) 15 Buy rating(s) 1 Strong Buy rating(s) 2.48Amazon.com 0 Sell rating(s) 2 Hold rating(s) 45 Buy rating(s) 1 Strong Buy rating(s) 2.98 Is NET or AMZN more profitable? Amazon.com has a net margin of 10.14% compared to Cloudflare's net margin of -4.62%. Amazon.com's return on equity of 24.14% beat Cloudflare's return on equity.Company Net Margins Return on Equity Return on Assets Cloudflare-4.62% -6.31% -2.10% Amazon.com 10.14%24.14%10.90% Which has more risk and volatility, NET or AMZN? Cloudflare has a beta of 1.85, meaning that its share price is 85% more volatile than the S&P 500. Comparatively, Amazon.com has a beta of 1.33, meaning that its share price is 33% more volatile than the S&P 500. Which has stronger valuation & earnings, NET or AMZN? 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 RatioCloudflare$1.67B39.70-$78.80M-$0.23-831.54Amazon.com$637.96B3.71$59.25B$6.1436.34 SummaryAmazon.com beats Cloudflare on 12 of the 16 factors compared between the two stocks. Get Cloudflare News Delivered to You Automatically Sign up to receive the latest news and ratings for NET and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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.Skip Chart NET vs. The Competition Export to ExcelMetricCloudflareINTERNET SOFTWARE IndustryComputer SectorNYSE ExchangeMarket Cap$66.30B$18.25B$27.69B$20.68BDividend YieldN/A2.46%3.12%3.71%P/E Ratio-831.5474.3337.2128.10Price / Sales39.7071.602,042.4838.27Price / Cash413.0594.0738.5922.53Price / Book63.128.687.224.58Net Income-$78.80M$337.50M$763.57M$986.06M7 Day Performance-1.76%3.55%2.77%2.79%1 Month Performance8.46%2.92%6.42%5.46%1 Year Performance119.99%63.80%51,825.72%15.06% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.7792 of 5 stars$191.26+3.0%$145.92-23.7%+126.3%$66.30B$1.67B-831.544,263Positive NewsInsider TradeAMZNAmazon.com4.6177 of 5 stars$219.53-1.7%$245.81+12.0%+12.9%$2.33T$637.96B35.751,556,000Trending NewsAnalyst ForecastInsider TradeCRWDCrowdStrike4.404 of 5 stars$507.20+1.6%$453.88-10.5%+32.7%$126.42B$3.95B-735.0710,118Trending NewsInsider TradeDDOGDatadog4.34 of 5 stars$134.22+1.6%$143.03+6.6%+18.3%$46.35B$2.68B291.794,800Trending NewsOptions VolumeGap UpMETAMeta Platforms3.9573 of 5 stars$735.35+0.2%$719.52-2.2%+40.6%$1.85T$170.36B28.6874,067Trending NewsAnalyst ForecastInsider TradeNVDANVIDIA4.8864 of 5 stars$157.30-0.3%$175.78+11.7%+24.2%$3.84T$130.50B50.7436,000Trending NewsAnalyst ForecastInsider TradeZSZscaler3.8662 of 5 stars$312.21-1.0%$295.50-5.4%+58.6%$48.61B$2.55B-1,200.814,980Positive NewsAnalyst ForecastGap DownFSLYFastly3.3031 of 5 stars$7.05+1.9%$8.28+17.4%-5.1%$1.02B$543.68M-6.471,100HUBSHubSpot4.9528 of 5 stars$555.72+0.9%$766.71+38.0%-5.4%$29.31B$2.72B-1,234.937,430Positive NewsInsider TradeSNOWSnowflake3.9751 of 5 stars$223.42+0.4%$225.22+0.8%+54.8%$74.59B$3.63B-53.073,990Trending NewsInsider TradeSHOPShopify4.0211 of 5 stars$114.97+1.2%$115.66+0.6%+76.1%$149.16B$9.38B74.1711,600Positive News Related Companies and Tools Related Companies AMZN Competitors CRWD Competitors DDOG Competitors META Competitors NVDA Competitors ZS Competitors FSLY Competitors HUBS Competitors SNOW Competitors SHOP Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:NET) was last updated on 7/5/2025 by MarketBeat.com Staff From Our PartnersBanks aren’t ready for this altcoin—are you?Our expert analysts have identified a $100 billion gap in the crypto market. 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