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China's 1st domestically made passenger plane completes maiden commercial flight
BREAKING: Tiny biotech successfully treats blindness (Ad)
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
BREAKING: Tiny biotech successfully treats blindness (Ad)
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Text released of 99-page bill to raise debt limit, curb spending; lawmakers to review as House eyes Wednesday vote
BREAKING: Tiny biotech successfully treats blindness (Ad)
Takeaways on debt ceiling: McCarthy's balancing act, Biden's choice and the challenges ahead
Debt ceiling agreement gets thumbs up from business groups, jeers from some on political right
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
BREAKING: Tiny biotech successfully treats blindness (Ad)
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
BREAKING: Tiny biotech successfully treats blindness (Ad)
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Text released of 99-page bill to raise debt limit, curb spending; lawmakers to review as House eyes Wednesday vote
BREAKING: Tiny biotech successfully treats blindness (Ad)
Takeaways on debt ceiling: McCarthy's balancing act, Biden's choice and the challenges ahead
Debt ceiling agreement gets thumbs up from business groups, jeers from some on political right
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
BREAKING: Tiny biotech successfully treats blindness (Ad)
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
BREAKING: Tiny biotech successfully treats blindness (Ad)
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Text released of 99-page bill to raise debt limit, curb spending; lawmakers to review as House eyes Wednesday vote
BREAKING: Tiny biotech successfully treats blindness (Ad)
Takeaways on debt ceiling: McCarthy's balancing act, Biden's choice and the challenges ahead
Debt ceiling agreement gets thumbs up from business groups, jeers from some on political right
S&P 500   4,205.45
DOW   33,093.34
QQQ   348.40
China's 1st domestically made passenger plane completes maiden commercial flight
BREAKING: Tiny biotech successfully treats blindness (Ad)
In Nigeria’s hard-hit north, families seek justice as armed groups seek control
EgyptAir flight from Cairo blows tire during landing in Saudi Arabia
BREAKING: Tiny biotech successfully treats blindness (Ad)
Russia launched 'largest drone attack' on Ukrainian capital before Kyiv Day; 1 killed
Text released of 99-page bill to raise debt limit, curb spending; lawmakers to review as House eyes Wednesday vote
BREAKING: Tiny biotech successfully treats blindness (Ad)
Takeaways on debt ceiling: McCarthy's balancing act, Biden's choice and the challenges ahead
Debt ceiling agreement gets thumbs up from business groups, jeers from some on political right
Most-Downgraded StocksMost-Downgraded
NYSE:NET

Cloudflare (NET) Competitors

$61.14
+3.11 (+5.36%)
(As of 05/26/2023 08:47 PM ET)
Compare
Today's Range
$57.21
▼
$62.98
50-Day Range
$40.48
▼
$64.88
52-Week Range
$37.37
▼
$80.99
Volume
7.21 million shs
Average Volume
5.56 million shs
Market Capitalization
$20.29 billion
P/E Ratio
N/A
Dividend Yield
N/A
Price Target
$61.04
ProfileAnalyst RatingsChartCompetitorsEarningsFinancialsInsider TradesInstitutional OwnershipHeadlinesSEC FilingsShort InterestSocial MediaSustainability

NET vs. MDB, PAYC, TYL, SPLK, PTC, CHKP, DT, SSNC, OKTA, and HUBS

Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include MongoDB (MDB), Paycom Software (PAYC), Tyler Technologies (TYL), Splunk (SPLK), PTC (PTC), Check Point Software Technologies (CHKP), Dynatrace (DT), SS&C Technologies (SSNC), Okta (OKTA), and HubSpot (HUBS). These companies are all part of the "prepackaged software" industry.

Cloudflare vs.

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

Cloudflare currently has a consensus price target of $61.04, suggesting a potential downside of 0.16%. MongoDB has a consensus price target of $257.22, suggesting a potential downside of 9.23%. Given Cloudflare's higher possible upside, equities research analysts clearly believe Cloudflare is more favorable than MongoDB.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
1 Sell rating(s)
10 Hold rating(s)
11 Buy rating(s)
0 Strong Buy rating(s)
2.45
MongoDB
1 Sell rating(s)
2 Hold rating(s)
20 Buy rating(s)
0 Strong Buy rating(s)
2.83

Cloudflare has a beta of 1.01, meaning that its stock price is 1% more volatile than the S&P 500. Comparatively, MongoDB has a beta of 1.06, meaning that its stock price is 6% more volatile than the S&P 500.

70.0% of Cloudflare shares are owned by institutional investors. Comparatively, 84.9% of MongoDB shares are owned by institutional investors. 16.0% of Cloudflare shares are owned by company insiders. Comparatively, 4.8% of MongoDB shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

In the previous week, Cloudflare had 3 more articles in the media than MongoDB. MarketBeat recorded 17 mentions for Cloudflare and 14 mentions for MongoDB. MongoDB's average media sentiment score of 0.29 beat Cloudflare's score of -0.01 indicating that MongoDB is being referred to more favorably in the news media.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$975.24 million20.81-$193.38 million-$0.59-103.63
MongoDB$1.28 billion15.46-$345.40 million-$5.04-56.22

Cloudflare has a net margin of -18.05% compared to MongoDB's net margin of -26.90%. Cloudflare's return on equity of -25.10% beat MongoDB's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare -18.05% -25.10% -6.02%
MongoDB -26.90% -48.38% -13.45%

MongoDB received 370 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 62.55% of users gave MongoDB an outperform vote while only 53.93% of users gave Cloudflare an outperform vote.

CompanyUnderperformOutperform
CloudflareOutperform Votes
151
53.93%
Underperform Votes
129
46.07%
MongoDBOutperform Votes
521
62.55%
Underperform Votes
312
37.45%

Summary

Cloudflare and MongoDB tied by winning 9 of the 18 factors compared between the two stocks.


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 to Excel
MetricCloudflarePrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$20.29B$18.27B$15.64B$14.56B
Dividend YieldN/A2.04%4.71%4.07%
P/E Ratio-103.6331.85283.6417.62
Price / Sales20.816.64881.238.98
Price / Cash823.3362.4326.7623.16
Price / Book31.0427.6017.219.08
Net Income-$193.38M$271.70M$535.70M$897.96M
7 Day Performance5.43%2.84%2.19%1.43%
1 Month Performance29.95%6.03%5.14%-1.75%
1 Year Performance3.79%-8.36%-3.49%-10.31%

Cloudflare Competitors List

Export to Excel
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
MDB
MongoDB
1.8489 of 5 stars		$272.81
-3.7%		$257.00
-5.8%		+13.3%$19.11B$1.28B-54.134,619Upcoming Earnings
PAYC
Paycom Software
3.0171 of 5 stars		$283.97
-1.8%		$368.53
+29.8%		-4.5%$17.12B$1.38B53.286,349Ex-Dividend
Short Interest ↑
TYL
Tyler Technologies
3.06 of 5 stars		$390.11
-2.0%		$435.38
+11.6%		+8.6%$16.35B$1.85B106.597,200
SPLK
Splunk
2.419 of 5 stars		$96.52
-1.6%		$115.23
+19.4%		-8.2%$15.97B$3.65B-49.248,000Analyst Upgrade
PTC
PTC
2.4635 of 5 stars		$130.86
-2.9%		$154.55
+18.1%		+10.4%$15.49B$1.93B49.206,503Analyst Upgrade
CHKP
Check Point Software Technologies
2.4352 of 5 stars		$122.01
-0.5%		$133.91
+9.8%		-1.8%$14.73B$2.33B18.636,026Short Interest ↑
DT
Dynatrace
2.1254 of 5 stars		$48.94
-0.5%		$50.14
+2.5%		+30.1%$14.15B$1.16B132.273,600Short Interest ↑
SSNC
SS&C Technologies
2.842 of 5 stars		$56.22
+0.2%		$68.67
+22.1%		-14.7%$14.01B$5.28B24.1327,600Analyst Upgrade
OKTA
Okta
1.9845 of 5 stars		$83.42
-2.4%		$86.71
+3.9%		+2.4%$13.45B$1.86B-16.146,013Upcoming Earnings
HUBS
HubSpot
2.1579 of 5 stars		$481.18
-2.7%		$428.04
-11.0%		+40.8%$23.89B$1.73B-164.237,433

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This page (NYSE:NET) was last updated on 5/29/2023 by MarketBeat.com Staff

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