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Cloudflare (NET) Competitors

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$279.18 +0.20 (+0.07%)
Closing price 07/31/2026 03:59 PM Eastern
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$276.50 -2.68 (-0.96%)
As of 07/31/2026 07:56 PM Eastern
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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?

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

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
Cloudflare$2.33B42.38-$102.27M-$0.25N/A
Amazon.com$716.92B4.07$77.67B$8.3632.49

82.7% of Cloudflare shares are held by institutional investors. Comparatively, 72.2% of Amazon.com shares are held by institutional investors. 10.7% of Cloudflare shares are held by company insiders. Comparatively, 8.9% of Amazon.com shares are held 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.

Cloudflare has a beta of 1.67, meaning that its share price is 67% more volatile than the broader market. Comparatively, Amazon.com has a beta of 1.45, meaning that its share price is 45% more volatile than the broader market.

In the previous week, Amazon.com had 424 more articles in the media than Cloudflare. MarketBeat recorded 444 mentions for Amazon.com and 20 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.27 beat Amazon.com's score of 0.82 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
15 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Amazon.com
220 Very Positive mention(s)
93 Positive mention(s)
73 Neutral mention(s)
35 Negative mention(s)
6 Very Negative mention(s)
Positive

Amazon.com has a net margin of 17.44% compared to Cloudflare's net margin of -3.72%. Amazon.com's return on equity of 18.00% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-3.72% -5.65% -1.34%
Amazon.com 17.44%18.00%8.97%

Cloudflare currently has a consensus price target of $262.00, suggesting a potential downside of 6.15%. Amazon.com has a consensus price target of $322.56, suggesting a potential upside of 18.77%. Given Amazon.com's stronger consensus rating and higher probable upside, analysts plainly believe Amazon.com is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
4 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
2 Strong Buy rating(s)
2.64
Amazon.com
0 Sell rating(s)
3 Hold rating(s)
56 Buy rating(s)
0 Strong Buy rating(s)
2.95

Summary

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

How does Cloudflare compare to CrowdStrike?

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

71.2% of CrowdStrike shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 1.7% of CrowdStrike shares are held by insiders. Comparatively, 10.7% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Cloudflare has lower revenue, but higher earnings 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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
CrowdStrike$4.81B40.39-$162.50M-$0.05N/A
Cloudflare$2.33B42.38-$102.27M-$0.25N/A

CrowdStrike currently has a consensus target price of $185.78, indicating a potential downside of 2.66%. Cloudflare has a consensus target price of $262.00, indicating a potential downside of 6.15%. Given CrowdStrike's stronger consensus rating and higher probable upside, analysts plainly believe CrowdStrike is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
2 Sell rating(s)
13 Hold rating(s)
36 Buy rating(s)
0 Strong Buy rating(s)
2.67
Cloudflare
4 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
2 Strong Buy rating(s)
2.64

CrowdStrike has a beta of 1.24, indicating that its share price is 24% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.67, indicating that its share price is 67% more volatile than the broader market.

In the previous week, CrowdStrike had 5 more articles in the media than Cloudflare. MarketBeat recorded 25 mentions for CrowdStrike and 20 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.27 beat CrowdStrike's score of 0.05 indicating that Cloudflare is being referred to more favorably in the news media.

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

CrowdStrike has a net margin of -0.89% compared to Cloudflare's net margin of -3.72%. CrowdStrike's return on equity of 2.29% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike-0.89% 2.29% 0.94%
Cloudflare -3.72%-5.65%-1.34%

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

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.

Cloudflare has a beta of 1.67, indicating that its share price is 67% more volatile than the broader market. Comparatively, Datadog has a beta of 1.54, indicating that its share price is 54% more volatile than the broader market.

In the previous week, Datadog had 28 more articles in the media than Cloudflare. MarketBeat recorded 48 mentions for Datadog and 20 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.27 beat Datadog's score of 1.13 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
15 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Datadog
35 Very Positive mention(s)
2 Positive mention(s)
7 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cloudflare currently has a consensus price target of $262.00, suggesting a potential downside of 6.15%. Datadog has a consensus price target of $266.32, suggesting a potential downside of 0.62%. Given Datadog's stronger consensus rating and higher possible upside, analysts plainly believe Datadog is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
4 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
2 Strong Buy rating(s)
2.64
Datadog
2 Sell rating(s)
3 Hold rating(s)
39 Buy rating(s)
2 Strong Buy rating(s)
2.89

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$2.33B42.38-$102.27M-$0.25N/A
Datadog$3.43B27.83$107.74M$0.38705.18

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
Cloudflare-3.72% -5.65% -1.34%
Datadog 3.69%4.83%2.72%

Summary

Datadog beats Cloudflare on 11 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 better investment? We will contrast the two businesses based on the strength of their profitability, analyst recommendations, media sentiment, earnings, valuation, institutional ownership, risk and dividends.

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$2.33B42.38-$102.27M-$0.25N/A
Meta Platforms$200.97B7.01$60.46B$26.5520.97

Cloudflare has a beta of 1.67, indicating that its stock price is 67% more volatile than the broader market. Comparatively, Meta Platforms has a beta of 1.25, indicating that its stock price is 25% more volatile than the broader market.

In the previous week, Meta Platforms had 283 more articles in the media than Cloudflare. MarketBeat recorded 303 mentions for Meta Platforms and 20 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.27 beat Meta Platforms' score of 0.62 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
15 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Meta Platforms
170 Very Positive mention(s)
12 Positive mention(s)
46 Neutral mention(s)
51 Negative mention(s)
4 Very Negative mention(s)
Positive

Cloudflare presently has a consensus target price of $262.00, suggesting a potential downside of 6.15%. Meta Platforms has a consensus target price of $789.95, suggesting a potential upside of 41.90%. 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
4 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
2 Strong Buy rating(s)
2.64
Meta Platforms
0 Sell rating(s)
8 Hold rating(s)
36 Buy rating(s)
3 Strong Buy rating(s)
2.89

Meta Platforms has a net margin of 29.83% compared to Cloudflare's net margin of -3.72%. Meta Platforms' return on equity of 33.18% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-3.72% -5.65% -1.34%
Meta Platforms 29.83%33.18%20.07%

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 company will outperform the market over the long term.

Summary

Meta Platforms beats Cloudflare on 13 of the 17 factors compared between the two stocks.

How does Cloudflare compare to Microsoft?

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

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Microsoft$331.84B10.40$133.75B$17.9625.88
Cloudflare$2.33B42.38-$102.27M-$0.25N/A

In the previous week, Microsoft had 404 more articles in the media than Cloudflare. MarketBeat recorded 424 mentions for Microsoft and 20 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.27 beat Microsoft's score of 0.71 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microsoft
213 Very Positive mention(s)
68 Positive mention(s)
89 Neutral mention(s)
35 Negative mention(s)
7 Very Negative mention(s)
Positive
Cloudflare
15 Very Positive mention(s)
2 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Microsoft has a net margin of 40.31% compared to Cloudflare's net margin of -3.72%. Microsoft's return on equity of 31.98% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Microsoft40.31% 31.98% 18.70%
Cloudflare -3.72%-5.65%-1.34%

Microsoft has a beta of 1.1, meaning that its share price is 10% 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.

Microsoft currently has a consensus target price of $558.64, indicating a potential upside of 20.21%. Cloudflare has a consensus target price of $262.00, indicating a potential downside of 6.15%. Given Microsoft's stronger consensus rating and higher possible upside, equities research analysts clearly believe Microsoft is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Microsoft
0 Sell rating(s)
5 Hold rating(s)
42 Buy rating(s)
0 Strong Buy rating(s)
2.89
Cloudflare
4 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
2 Strong Buy rating(s)
2.64

71.1% of Microsoft shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 0.0% of Microsoft shares are owned by company insiders. Comparatively, 10.7% of Cloudflare shares are owned by company 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.

Summary

Microsoft beats Cloudflare on 11 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

MetricCloudflareIT Services IndustryTechnology SectorNYSE Exchange
Market Cap$98.68B$9.96B$27.99B$23.67B
Dividend YieldN/A2.90%2.77%4.22%
P/E Ratio-1,116.7015.9979.8931.00
Price / Sales42.3864.85596.5419.22
Price / Cash632.6340.1845.0518.73
Price / Book67.278.057.604.76
Net Income-$102.27M$271.19M$662.12M$1.07B
7 Day Performance5.18%2.82%0.13%-0.34%
1 Month Performance15.30%-3.25%-4.47%-0.53%
1 Year Performance39.27%31.24%147.94%19.19%

Cloudflare Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
3.1561 of 5 stars
$279.18
+0.1%
$262.00
-6.2%
+39.3%$98.68B$2.33BN/A5,156
AMZN
Amazon.com
4.776 of 5 stars
$249.99
+1.1%
$312.76
+25.1%
+26.5%$2.69T$716.92B29.901,576,000
CRWD
CrowdStrike
2.4428 of 5 stars
$198.49
-2.3%
$180.63
-9.0%
+70.9%$202.11B$4.81BN/A10,698
DDOG
Datadog
3.7691 of 5 stars
$263.20
+1.7%
$256.80
-2.4%
+97.6%$93.69B$3.43B692.658,100
META
Meta Platforms
4.9442 of 5 stars
$645.85
0.0%
$830.45
+28.6%
-25.8%$1.63T$214.96B23.4878,865

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This page (NYSE:NET) was last updated on 8/3/2026 by MarketBeat.com Staff.
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