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Cloudflare (NET) Competitors

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$272.67 +1.85 (+0.68%)
Closing price 06/2/2026 03:59 PM Eastern
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$268.86 -3.80 (-1.39%)
As of 06:54 AM 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 superior business? We will compare the two businesses based on the strength of their valuation, analyst recommendations, institutional ownership, media sentiment, profitability, risk, earnings and dividends.

In the previous week, Amazon.com had 277 more articles in the media than Cloudflare. MarketBeat recorded 311 mentions for Amazon.com and 34 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.11 beat Amazon.com's score of 0.85 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Amazon.com
183 Very Positive mention(s)
43 Positive mention(s)
38 Neutral mention(s)
36 Negative mention(s)
9 Very Negative mention(s)
Positive

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 insiders. Comparatively, 8.9% of Amazon.com shares are owned 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.

Cloudflare presently has a consensus target price of $236.68, indicating a potential downside of 13.20%. Amazon.com has a consensus target price of $312.52, indicating a potential upside of 21.83%. 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
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.54
Amazon.com
0 Sell rating(s)
3 Hold rating(s)
57 Buy rating(s)
0 Strong Buy rating(s)
2.95

Cloudflare has a beta of 1.7, suggesting that its stock price is 70% more volatile than the broader market. Comparatively, Amazon.com has a beta of 1.44, suggesting that its stock price is 44% more volatile than the broader market.

Amazon.com has a net margin of 12.22% compared to Cloudflare's net margin of -3.72%. Amazon.com's return on equity of 19.92% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-3.72% -5.65% -1.34%
Amazon.com 12.22%19.92%9.86%

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$2.17B44.46-$102.27M-$0.25N/A
Amazon.com$716.92B3.85$77.67B$8.3630.68

Summary

Amazon.com beats Cloudflare on 11 of the 16 factors compared between the two stocks.

How does Cloudflare compare to CrowdStrike?

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

Cloudflare has a net margin of -3.72% compared to CrowdStrike's net margin of -3.81%. CrowdStrike's return on equity of -0.14% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike-3.81% -0.14% -0.06%
Cloudflare -3.72%-5.65%-1.34%

Cloudflare has lower revenue, but higher earnings 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
CrowdStrike$4.81B40.53-$162.50M-$0.74N/A
Cloudflare$2.17B44.46-$102.27M-$0.25N/A

CrowdStrike has a beta of 1.25, indicating that its stock price is 25% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.7, indicating that its stock price is 70% more volatile than the broader market.

CrowdStrike presently has a consensus price target of $578.10, indicating a potential downside of 24.82%. Cloudflare has a consensus price target of $236.68, indicating a potential downside of 13.20%. Given Cloudflare's higher possible upside, analysts plainly believe Cloudflare is more favorable than CrowdStrike.

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
3 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.54

In the previous week, CrowdStrike had 24 more articles in the media than Cloudflare. MarketBeat recorded 58 mentions for CrowdStrike and 34 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.11 beat CrowdStrike's score of 0.32 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
CrowdStrike
24 Very Positive mention(s)
11 Positive mention(s)
11 Neutral mention(s)
1 Negative mention(s)
2 Very Negative mention(s)
Neutral
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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 company insiders. Comparatively, 10.9% of Cloudflare shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Summary

Cloudflare beats CrowdStrike on 9 of the 16 factors compared between the two stocks.

How does Cloudflare compare to Datadog?

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

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$2.17B44.46-$102.27M-$0.25N/A
Datadog$3.43B27.95$107.74M$0.38708.24

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 78.3% of Datadog shares are owned by institutional investors. 10.9% of Cloudflare shares are owned by insiders. Comparatively, 6.5% of Datadog shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Cloudflare currently has a consensus price target of $236.68, indicating a potential downside of 13.20%. Datadog has a consensus price target of $219.69, indicating a potential downside of 18.37%. Given Cloudflare's higher probable upside, research analysts plainly believe Cloudflare is more favorable than Datadog.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.54
Datadog
2 Sell rating(s)
1 Hold rating(s)
40 Buy rating(s)
1 Strong Buy rating(s)
2.91

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%

In the previous week, Cloudflare had 4 more articles in the media than Datadog. MarketBeat recorded 34 mentions for Cloudflare and 30 mentions for Datadog. Datadog's average media sentiment score of 1.25 beat Cloudflare's score of 1.11 indicating that Datadog is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Datadog
24 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cloudflare has a beta of 1.7, indicating that its share price is 70% more volatile than the broader market. Comparatively, Datadog has a beta of 1.56, indicating that its share price is 56% more volatile than the broader market.

Summary

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

How does Cloudflare compare to Meta Platforms?

Meta Platforms (NASDAQ:META) and Cloudflare (NYSE:NET) 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 risk, valuation, analyst recommendations, dividends, institutional ownership, profitability, media sentiment and earnings.

79.9% of Meta Platforms shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 13.5% of Meta Platforms shares are owned by company insiders. Comparatively, 10.9% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term.

Meta Platforms has a net margin of 32.84% compared to Cloudflare's net margin of -3.72%. Meta Platforms' return on equity of 36.93% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Meta Platforms32.84% 36.93% 23.09%
Cloudflare -3.72%-5.65%-1.34%

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
Meta Platforms$200.97B7.52$60.46B$27.5121.72
Cloudflare$2.17B44.46-$102.27M-$0.25N/A

In the previous week, Meta Platforms had 174 more articles in the media than Cloudflare. MarketBeat recorded 208 mentions for Meta Platforms and 34 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.11 beat Meta Platforms' score of 0.95 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Meta Platforms
130 Very Positive mention(s)
13 Positive mention(s)
26 Neutral mention(s)
25 Negative mention(s)
5 Very Negative mention(s)
Positive
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Meta Platforms has a beta of 1.23, suggesting that its share price is 23% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.7, suggesting that its share price is 70% more volatile than the broader market.

Meta Platforms presently has a consensus target price of $840.60, indicating a potential upside of 40.65%. Cloudflare has a consensus target price of $236.68, indicating a potential downside of 13.20%. Given Meta Platforms' stronger consensus rating and higher possible upside, equities research analysts plainly believe Meta Platforms is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Meta Platforms
1 Sell rating(s)
9 Hold rating(s)
35 Buy rating(s)
3 Strong Buy rating(s)
2.83
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.54

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 computer and technology companies, but which is the better stock? We will contrast the two companies based on the strength of their dividends, profitability, earnings, media sentiment, valuation, analyst recommendations, risk and institutional ownership.

Microsoft has a net margin of 39.34% compared to Cloudflare's net margin of -3.72%. Microsoft's return on equity of 31.94% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Microsoft39.34% 31.94% 18.47%
Cloudflare -3.72%-5.65%-1.34%

Microsoft has a beta of 1.11, meaning that its stock price is 11% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.7, meaning that its stock price is 70% more volatile than the broader market.

In the previous week, Microsoft had 299 more articles in the media than Cloudflare. MarketBeat recorded 333 mentions for Microsoft and 34 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.11 beat Microsoft's score of 0.89 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microsoft
190 Very Positive mention(s)
52 Positive mention(s)
58 Neutral mention(s)
23 Negative mention(s)
6 Very Negative mention(s)
Positive
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$281.72B11.64$101.83B$16.8026.27
Cloudflare$2.17B44.46-$102.27M-$0.25N/A

Microsoft presently has a consensus target price of $561.20, suggesting a potential upside of 27.17%. Cloudflare has a consensus target price of $236.68, suggesting a potential downside of 13.20%. 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)
7 Hold rating(s)
40 Buy rating(s)
0 Strong Buy rating(s)
2.85
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.54

71.1% of Microsoft shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 0.0% of Microsoft shares are held by insiders. Comparatively, 10.9% 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.

Summary

Microsoft beats Cloudflare on 11 of the 16 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
MetricCloudflareINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$95.73B$18.26B$41.29B$23.16B
Dividend YieldN/A2.86%3.10%4.09%
P/E Ratio-1,090.6767.69174.0731.31
Price / Sales44.4647.60626.2124.50
Price / Cash614.1382.0351.7724.80
Price / Book65.706.7910.244.74
Net Income-$102.27M$386.39M$1.06B$1.07B
7 Day Performance30.29%8.23%5.15%0.62%
1 Month Performance25.18%10.28%12.46%1.54%
1 Year Performance57.89%0.40%172.24%26.87%

Cloudflare Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
2.0526 of 5 stars		$272.67
+0.7%		$236.68
-13.2%		+60.5%$95.73B$2.17BN/A5,156
AMZN
Amazon.com
4.6893 of 5 stars		$266.32
flat		$312.66
+17.4%		+24.1%$2.86T$716.92B31.861,576,000
CRWD
CrowdStrike
2.7558 of 5 stars		$663.46
flat		$543.80
-18.0%		+60.5%$168.26B$4.81BN/A10,698
DDOG
Datadog
3.3051 of 5 stars		$222.32
flat		$213.98
-3.8%		+128.6%$79.14B$3.43B585.078,100
META
Meta Platforms
4.942 of 5 stars		$610.26
flat		$840.19
+37.7%		-10.9%$1.54T$200.97B22.1878,865

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This page (NYSE:NET) was last updated on 6/3/2026 by MarketBeat.com Staff.
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