NYSE:NET

Cloudflare Competitors

$74.24
-3.85 (-4.93 %)
(As of 04/16/2021 12:00 AM ET)
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Today's Range
$73.43
Now: $74.24
$79.02
50-Day Range
$61.77
MA: $71.43
$78.09
52-Week Range
$22.35
Now: $74.24
$95.77
Volume3.60 million shs
Average Volume4.44 million shs
Market Capitalization$22.93 billion
P/E RatioN/A
Dividend YieldN/A
Beta-0.02

Competitors

Cloudflare (NYSE:NET) Vs. ATVI, VMW, SNOW, ADSK, TWLO, and CRWD

Should you be buying NET stock or one of its competitors? Companies in the industry of "prepackaged software" are considered alternatives and competitors to Cloudflare, including Activision Blizzard (ATVI), VMware (VMW), Snowflake (SNOW), Autodesk (ADSK), Twilio (TWLO), and CrowdStrike (CRWD).

Cloudflare (NYSE:NET) and Activision Blizzard (NASDAQ:ATVI) are both large-cap computer and technology companies, but which is the better business? We will contrast the two businesses based on the strength of their valuation, dividends, profitability, earnings, institutional ownership, risk and analyst recommendations.

Profitability

This table compares Cloudflare and Activision Blizzard's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Cloudflare-29.17%-12.16%-8.50%
Activision Blizzard28.90%19.07%12.65%

Insider & Institutional Ownership

54.8% of Cloudflare shares are held by institutional investors. Comparatively, 85.8% of Activision Blizzard shares are held by institutional investors. 35.9% of Cloudflare shares are held by insiders. Comparatively, 1.1% of Activision Blizzard shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Volatility and Risk

Cloudflare has a beta of -0.02, suggesting that its stock price is 102% less volatile than the S&P 500. Comparatively, Activision Blizzard has a beta of 0.71, suggesting that its stock price is 29% less volatile than the S&P 500.

Analyst Ratings

This is a summary of current ratings and target prices for Cloudflare and Activision Blizzard, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Cloudflare051502.75
Activision Blizzard032502.89

Cloudflare presently has a consensus price target of $74.1111, indicating a potential downside of 0.17%. Activision Blizzard has a consensus price target of $103.00, indicating a potential upside of 6.76%. Given Activision Blizzard's stronger consensus rating and higher probable upside, analysts plainly believe Activision Blizzard is more favorable than Cloudflare.

Valuation & Earnings

This table compares Cloudflare and Activision Blizzard's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$287.02 million79.88$-105,830,000.00($0.72)-103.11
Activision Blizzard$6.49 billion11.52$1.50 billion$2.0846.38

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

Summary

Activision Blizzard beats Cloudflare on 12 of the 14 factors compared between the two stocks.

Cloudflare (NYSE:NET) and VMware (NYSE:VMW) 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 risk, valuation, dividends, profitability, institutional ownership, earnings and analyst recommendations.

Risk & Volatility

Cloudflare has a beta of -0.02, meaning that its share price is 102% less volatile than the S&P 500. Comparatively, VMware has a beta of 0.87, meaning that its share price is 13% less volatile than the S&P 500.

Earnings & Valuation

This table compares Cloudflare and VMware's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$287.02 million79.88$-105,830,000.00($0.72)-103.11
VMware$10.81 billion6.36$6.41 billion$4.5136.39

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

Profitability

This table compares Cloudflare and VMware's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Cloudflare-29.17%-12.16%-8.50%
VMware13.75%27.10%7.58%

Insider and Institutional Ownership

54.8% of Cloudflare shares are owned by institutional investors. Comparatively, 16.9% of VMware shares are owned by institutional investors. 35.9% of Cloudflare shares are owned by company insiders. Comparatively, 28.5% of VMware 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.

Analyst Ratings

This is a summary of recent recommendations and price targets for Cloudflare and VMware, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Cloudflare051502.75
VMware0111102.50

Cloudflare currently has a consensus price target of $74.1111, suggesting a potential downside of 0.17%. VMware has a consensus price target of $173.00, suggesting a potential upside of 5.42%. Given VMware's higher possible upside, analysts clearly believe VMware is more favorable than Cloudflare.

Summary

VMware beats Cloudflare on 9 of the 14 factors compared between the two stocks.

Cloudflare (NYSE:NET) and Snowflake (NYSE:SNOW) 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 risk, analyst recommendations, institutional ownership, valuation, profitability, earnings and dividends.

Valuation and Earnings

This table compares Cloudflare and Snowflake's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$287.02 million79.88$-105,830,000.00($0.72)-103.11
SnowflakeN/AN/AN/AN/AN/A

Snowflake has lower revenue, but higher earnings than Cloudflare.

Analyst Ratings

This is a summary of current recommendations for Cloudflare and Snowflake, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Cloudflare051502.75
Snowflake2141002.31

Cloudflare currently has a consensus target price of $74.1111, suggesting a potential downside of 0.17%. Snowflake has a consensus target price of $285.5385, suggesting a potential upside of 22.69%. Given Snowflake's higher probable upside, analysts plainly believe Snowflake is more favorable than Cloudflare.

Profitability

This table compares Cloudflare and Snowflake's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Cloudflare-29.17%-12.16%-8.50%
SnowflakeN/AN/AN/A

Institutional & Insider Ownership

54.8% of Cloudflare shares are held by institutional investors. Comparatively, 23.2% of Snowflake shares are held by institutional investors. 35.9% of Cloudflare shares are held by company insiders. Comparatively, 0.2% of Snowflake shares are held by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Cloudflare beats Snowflake on 5 of the 9 factors compared between the two stocks.

Autodesk (NASDAQ:ADSK) 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 analyst recommendations, institutional ownership, dividends, profitability, valuation, risk and earnings.

Volatility and Risk

Autodesk has a beta of 1.44, suggesting that its stock price is 44% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of -0.02, suggesting that its stock price is 102% less volatile than the S&P 500.

Insider and Institutional Ownership

89.4% of Autodesk shares are held by institutional investors. Comparatively, 54.8% of Cloudflare shares are held by institutional investors. 0.1% of Autodesk shares are held by insiders. Comparatively, 35.9% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Earnings & Valuation

This table compares Autodesk and Cloudflare's revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Autodesk$3.27 billion20.13$214.50 million$1.50200.11
Cloudflare$287.02 million79.88$-105,830,000.00($0.72)-103.11

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

Profitability

This table compares Autodesk and Cloudflare's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Autodesk11.74%-1,423.72%8.61%
Cloudflare-29.17%-12.16%-8.50%

Analyst Recommendations

This is a summary of current recommendations and price targets for Autodesk and Cloudflare, as provided by MarketBeat.com.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Autodesk361402.48
Cloudflare051502.75

Autodesk currently has a consensus price target of $289.6957, suggesting a potential downside of 3.49%. Cloudflare has a consensus price target of $74.1111, suggesting a potential downside of 0.17%. Given Cloudflare's stronger consensus rating and higher probable upside, analysts clearly believe Cloudflare is more favorable than Autodesk.

Summary

Autodesk beats Cloudflare on 8 of the 14 factors compared between the two stocks.

Twilio (NYSE:TWLO) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their analyst recommendations, institutional ownership, valuation, profitability, dividends, risk and earnings.

Volatility and Risk

Twilio has a beta of 1.51, suggesting that its stock price is 51% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of -0.02, suggesting that its stock price is 102% less volatile than the S&P 500.

Profitability

This table compares Twilio and Cloudflare's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Twilio-26.01%-5.43%-4.53%
Cloudflare-29.17%-12.16%-8.50%

Analyst Ratings

This is a breakdown of current ratings and target prices for Twilio and Cloudflare, as provided by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Twilio012202.96
Cloudflare051502.75

Twilio currently has a consensus price target of $443.75, suggesting a potential upside of 15.19%. Cloudflare has a consensus price target of $74.1111, suggesting a potential downside of 0.17%. Given Twilio's stronger consensus rating and higher probable upside, research analysts plainly believe Twilio is more favorable than Cloudflare.

Insider & Institutional Ownership

82.5% of Twilio shares are held by institutional investors. Comparatively, 54.8% of Cloudflare shares are held by institutional investors. 6.7% of Twilio shares are held by insiders. Comparatively, 35.9% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Earnings and Valuation

This table compares Twilio and Cloudflare's revenue, earnings per share (EPS) and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Twilio$1.13 billion57.89$-307,060,000.00($1.83)-210.51
Cloudflare$287.02 million79.88$-105,830,000.00($0.72)-103.11

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

Summary

Twilio beats Cloudflare on 10 of the 14 factors compared between the two stocks.

Cloudflare (NYSE:NET) and CrowdStrike (NASDAQ:CRWD) 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 analyst recommendations, dividends, valuation, risk, earnings, profitability and institutional ownership.

Institutional and Insider Ownership

54.8% of Cloudflare shares are owned by institutional investors. Comparatively, 60.0% of CrowdStrike shares are owned by institutional investors. 35.9% of Cloudflare shares are owned by company insiders. Comparatively, 11.3% of CrowdStrike shares are owned by company 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.

Volatility and Risk

Cloudflare has a beta of -0.02, meaning that its stock price is 102% less volatile than the S&P 500. Comparatively, CrowdStrike has a beta of 1.32, meaning that its stock price is 32% more volatile than the S&P 500.

Earnings and Valuation

This table compares Cloudflare and CrowdStrike's top-line revenue, earnings per share and valuation.

Gross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$287.02 million79.88$-105,830,000.00($0.72)-103.11
CrowdStrike$481.41 million100.08$-141,780,000.00($0.97)-221.86

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.

Profitability

This table compares Cloudflare and CrowdStrike's net margins, return on equity and return on assets.

Net MarginsReturn on EquityReturn on Assets
Cloudflare-29.17%-12.16%-8.50%
CrowdStrike-13.40%-12.79%-6.31%

Analyst Ratings

This is a summary of recent ratings and recommmendations for Cloudflare and CrowdStrike, as reported by MarketBeat.

Sell RatingsHold RatingsBuy RatingsStrong Buy RatingsRating Score
Cloudflare051502.75
CrowdStrike042002.83

Cloudflare presently has a consensus target price of $74.1111, suggesting a potential downside of 0.17%. CrowdStrike has a consensus target price of $231.72, suggesting a potential upside of 7.68%. Given CrowdStrike's stronger consensus rating and higher probable upside, analysts clearly believe CrowdStrike is more favorable than Cloudflare.

Summary

CrowdStrike beats Cloudflare on 9 of the 14 factors compared between the two stocks.


Cloudflare Competitors List

Competitor NameCompetitor BTM RankCompetitor PriceCompetitor Price ChangeCompetitor Market CapCompetitor RevenueCompetitor P/E RatioCompetitor Indicator(s)
Activision Blizzard logo
ATVI
Activision Blizzard
2.1$96.48-1.3%$74.75 billion$6.49 billion33.73News Coverage
VMware logo
VMW
VMware
1.1$164.10-2.4%$68.80 billion$10.81 billion43.64Analyst Report
Insider Selling
Analyst Revision
News Coverage
Gap Up
Snowflake logo
SNOW
Snowflake
1.1$232.74-1.6%$67.19 billionN/A0.00Insider Selling
Autodesk logo
ADSK
Autodesk
1.7$300.16-0.4%$65.91 billion$3.27 billion156.33News Coverage
Twilio logo
TWLO
Twilio
1.6$385.24-1.2%$65.67 billion$1.13 billion-135.65
CrowdStrike logo
CRWD
CrowdStrike
1.4$215.20-1.0%$48.18 billion$481.41 million-448.32Analyst Report
Insider Selling
DocuSign logo
DOCU
DocuSign
1.7$231.93-0.5%$44.78 billion$973.97 million-196.55Analyst Report
Veeva Systems logo
VEEV
Veeva Systems
1.7$273.07-1.0%$41.57 billion$1.10 billion127.60Insider Selling
Analyst Revision
News Coverage
Cadence Design Systems logo
CDNS
Cadence Design Systems
1.5$147.26-0.2%$41.10 billion$2.34 billion38.25Insider Selling
Palantir Technologies logo
PLTR
Palantir Technologies
1.2$22.47-3.0%$40.95 billionN/A0.00Analyst Upgrade
Insider Selling
Increase in Short Interest
Electronic Arts logo
EA
Electronic Arts
2.1$141.05-1.2%$40.57 billion$5.54 billion31.41
Synopsys logo
SNPS
Synopsys
1.6$260.77-0.5%$39.73 billion$3.69 billion61.21
Okta logo
OKTA
Okta
1.4$269.98-1.6%$35.42 billion$586.07 million-139.89Analyst Upgrade
ANSYS logo
ANSS
ANSYS
1.4$373.93-0.2%$32.58 billion$1.52 billion84.60
Atlassian logo
TEAM
Atlassian
1.7$234.76-1.9%$31.03 billion$1.61 billion-129.70Analyst Report
Analyst Revision
Unity Software logo
U
Unity Software
1.6$100.74-1.2%$28.00 billionN/A0.00Increase in Short Interest
Datadog logo
DDOG
Datadog
1.4$90.34-5.5%$27.69 billion$362.78 million-3,010.33Analyst Report
Insider Selling
News Coverage
Slack Technologies logo
WORK
Slack Technologies
1.2$42.23-0.5%$24.33 billion$630.42 million-72.81Analyst Upgrade
Insider Selling
News Coverage
HubSpot logo
HUBS
HubSpot
1.5$521.18-1.9%$24.15 billion$674.86 million-287.94Analyst Report
Paycom Software logo
PAYC
Paycom Software
1.7$398.47-0.1%$23.98 billion$737.67 million141.30Analyst Report
Splunk logo
SPLK
Splunk
2.0$134.25-10.5%$22.00 billion$2.36 billion-26.90Analyst Report
Insider Selling
High Trading Volume
News Coverage
Gap Down
Take-Two Interactive Software logo
TTWO
Take-Two Interactive Software
1.7$178.80-2.1%$20.59 billion$3.09 billion43.29Insider Selling
News Coverage
Coupa Software logo
COUP
Coupa Software
1.2$270.46-2.4%$19.85 billion$389.72 million-126.98
MongoDB logo
MDB
MongoDB
1.5$315.85-1.2%$19.33 billion$421.72 million-72.44
ZoomInfo Technologies logo
ZI
ZoomInfo Technologies
1.5$47.91-0.7%$18.74 billionN/A0.00Increase in Short Interest
SS&C Technologies logo
SSNC
SS&C Technologies
2.0$72.91-1.1%$18.64 billion$4.63 billion33.91Analyst Upgrade
Analyst Revision
News Coverage
Tyler Technologies logo
TYL
Tyler Technologies
1.4$448.20-0.3%$18.25 billion$1.09 billion98.51Analyst Upgrade
News Coverage
Citrix Systems logo
CTXS
Citrix Systems
2.0$140.50-1.2%$17.28 billion$3.01 billion30.15Analyst Report
Decrease in Short Interest
PTC logo
PTC
PTC
1.6$146.16-1.0%$17.07 billion$1.46 billion129.35Analyst Report
Insider Selling
High Trading Volume
Check Point Software Technologies logo
CHKP
Check Point Software Technologies
1.4$118.83-0.3%$16.30 billion$1.99 billion20.24Analyst Report
News Coverage
Nuance Communications logo
NUAN
Nuance Communications
1.7$53.34-0.7%$15.21 billion$1.48 billion533.40Analyst Downgrade
Insider Selling
High Trading Volume
Dynatrace logo
DT
Dynatrace
1.7$53.11-2.1%$15.01 billion$545.80 million189.69
NICE logo
NICE
NICE
1.6$237.64-0.1%$14.83 billion$1.57 billion76.66
Ceridian HCM logo
CDAY
Ceridian HCM
1.3$93.94-1.2%$13.79 billion$824.10 million1,174.40Analyst Report
News Coverage
Bentley Systems logo
BSY
Bentley Systems
1.0$50.65-1.7%$13.25 billion$736.65 million0.00Analyst Report
Insider Selling
Analyst Revision
Bill.com logo
BILL
Bill.com
1.4$160.73-2.1%$13.23 billion$157.60 million-309.10Analyst Report
News Coverage
Gap Down
Avalara logo
AVLR
Avalara
1.8$148.33-1.8%$12.67 billion$382.42 million-231.77Analyst Report
Insider Selling
Gap Down
NortonLifeLock logo
NLOK
NortonLifeLock
2.1$21.62-0.7%$12.58 billion$2.49 billion4.27Analyst Report
Black Knight logo
BKI
Black Knight
1.9$73.88-0.0%$11.58 billion$1.18 billion48.93Analyst Report
News Coverage
Elastic logo
ESTC
Elastic
1.8$128.45-4.7%$11.53 billion$427.62 million-85.63Gap Down
Dropbox logo
DBX
Dropbox
1.4$26.38-0.0%$10.94 billion$1.66 billion138.84Insider Selling
Paylocity logo
PCTY
Paylocity
1.5$194.15-0.2%$10.56 billion$561.33 million171.82
Kingsoft Cloud logo
KC
Kingsoft Cloud
1.0$44.32-0.3%$9.66 billion$568.29 million0.00Gap Down
Appian logo
APPN
Appian
1.0$135.23-1.7%$9.56 billion$260.35 million-245.87Gap Down
RealPage logo
RP
RealPage
1.4$88.57-0.9%$9.04 billion$988.14 million164.02High Trading Volume
News Coverage
Guidewire Software logo
GWRE
Guidewire Software
1.1$105.27-0.7%$8.82 billion$742.31 million-269.92News Coverage
Anaplan logo
PLAN
Anaplan
1.5$60.51-3.2%$8.70 billion$348.02 million-56.03Insider Selling
Gap Down
Smartsheet logo
SMAR
Smartsheet
1.4$65.20-0.1%$8.09 billion$270.88 million-68.63Insider Selling
Manhattan Associates logo
MANH
Manhattan Associates
0.7$123.73-1.2%$7.88 billion$617.95 million95.18Analyst Report
News Coverage
Fastly logo
FSLY
Fastly
1.5$70.03-1.4%$7.30 billion$200.46 million-109.42Insider Selling
This page was last updated on 4/17/2021 by MarketBeat.com Staff
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