Go Pro
→ Gold Miners Post Record Cash Flow Even as Prices Pull Back (From Golden Portfolio) (Ad)tc pixel Free NET Stock Alerts

Cloudflare (NET) Competitors

Cloudflare logo
$306.22 -4.95 (-1.59%)
Closing price 09/11/2026 03:58 PM Eastern
Extended Trading
$307.86 +1.63 (+0.53%)
As of 09/11/2026 07:59 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 Massive. Learn more.
Compare

NET vs. AMZN, CRWD, DDOG, FSLY, and META

Should you buy Cloudflare stock or one of its competitors? Cloudflare's main competitors and comparable companies include Amazon.com (AMZN), CrowdStrike (CRWD), Datadog (DDOG), Fastly (FSLY), and Meta Platforms (META). Companies are selected based on similarities in market, industry, and size.

How does Cloudflare compare to Amazon.com?

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

Amazon.com presently has a consensus price target of $323.26, suggesting a potential upside of 25.89%. Cloudflare has a consensus price target of $320.19, suggesting a potential upside of 4.56%. 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
Amazon.com
0 Sell rating(s)
2 Hold rating(s)
56 Buy rating(s)
1 Strong Buy rating(s)
2.98
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

Amazon.com has a net margin of 17.44% compared to Cloudflare's net margin of -8.21%. Amazon.com's return on equity of 18.00% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Amazon.com17.44% 18.00% 8.97%
Cloudflare -8.21%-3.88%-0.94%

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
Amazon.com$775.68B3.57$77.67B$12.4320.66
Cloudflare$2.17B49.93-$102.27M-$0.58N/A

Amazon.com has a beta of 1.44, meaning that its share price is 44% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.66, meaning that its share price is 66% more volatile than the broader market.

72.2% of Amazon.com shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 8.9% of Amazon.com 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 company will outperform the market over the long term.

In the previous week, Amazon.com had 325 more articles in the media than Cloudflare. MarketBeat recorded 356 mentions for Amazon.com and 31 mentions for Cloudflare. Amazon.com's average media sentiment score of 0.80 beat Cloudflare's score of 0.65 indicating that Amazon.com is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Amazon.com
216 Very Positive mention(s)
49 Positive mention(s)
46 Neutral mention(s)
28 Negative mention(s)
16 Very Negative mention(s)
Positive
Cloudflare
17 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

Amazon.com beats Cloudflare on 12 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 technology companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, media sentiment, risk, analyst recommendations, earnings, institutional ownership, valuation and dividends.

CrowdStrike has a beta of 1.26, indicating that its stock price is 26% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.66, indicating that its stock price is 66% more volatile than the broader market.

CrowdStrike currently has a consensus target price of $222.62, suggesting a potential upside of 7.68%. Cloudflare has a consensus target price of $320.19, suggesting a potential upside of 4.56%. Given CrowdStrike's stronger consensus rating and higher possible upside, analysts clearly believe CrowdStrike is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
CrowdStrike
1 Sell rating(s)
13 Hold rating(s)
37 Buy rating(s)
0 Strong Buy rating(s)
2.71
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

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$5.40B39.23-$162.50M$0.045,168.50
Cloudflare$2.17B49.93-$102.27M-$0.58N/A

In the previous week, Cloudflare had 8 more articles in the media than CrowdStrike. MarketBeat recorded 31 mentions for Cloudflare and 23 mentions for CrowdStrike. Cloudflare's average media sentiment score of 0.65 beat CrowdStrike's score of 0.56 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)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
17 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

CrowdStrike has a net margin of 0.70% compared to Cloudflare's net margin of -8.21%. CrowdStrike's return on equity of 2.42% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
CrowdStrike0.70% 2.42% 1.00%
Cloudflare -8.21%-3.88%-0.94%

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, 10.7% of Cloudflare shares are held 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

CrowdStrike beats Cloudflare on 9 of the 17 factors compared between the two stocks.

How does Cloudflare compare to Datadog?

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

In the previous week, Datadog had 5 more articles in the media than Cloudflare. MarketBeat recorded 36 mentions for Datadog and 31 mentions for Cloudflare. Datadog's average media sentiment score of 0.79 beat Cloudflare's score of 0.65 indicating that Datadog is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Datadog
20 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
17 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

78.3% of Datadog shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 6.5% of Datadog shares are owned by company insiders. Comparatively, 10.7% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Datadog currently has a consensus price target of $276.66, indicating a potential upside of 25.07%. Cloudflare has a consensus price target of $320.19, indicating a potential upside of 4.56%. Given Datadog's stronger consensus rating and higher possible upside, equities analysts clearly believe Datadog is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Datadog
1 Sell rating(s)
4 Hold rating(s)
38 Buy rating(s)
2 Strong Buy rating(s)
2.91
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

Datadog has a net margin of 4.48% compared to Cloudflare's net margin of -8.21%. Datadog's return on equity of 5.67% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Datadog4.48% 5.67% 3.24%
Cloudflare -8.21%-3.88%-0.94%

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
Datadog$3.97B20.02$107.74M$0.49451.45
Cloudflare$2.17B49.93-$102.27M-$0.58N/A

Datadog has a beta of 1.49, indicating that its share price is 49% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.66, indicating that its share price is 66% more volatile than the broader market.

Summary

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

How does Cloudflare compare to Fastly?

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

In the previous week, Cloudflare had 11 more articles in the media than Fastly. MarketBeat recorded 31 mentions for Cloudflare and 20 mentions for Fastly. Cloudflare's average media sentiment score of 0.65 beat Fastly's score of 0.36 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
11 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Cloudflare
17 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Fastly currently has a consensus price target of $25.33, indicating a potential upside of 9.38%. Cloudflare has a consensus price target of $320.19, indicating a potential upside of 4.56%. Given Fastly's higher possible upside, equities analysts clearly believe Fastly is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$687.17M5.37-$121.68M-$0.53N/A
Cloudflare$2.17B49.93-$102.27M-$0.58N/A

Cloudflare has a net margin of -8.21% compared to Fastly's net margin of -11.80%. Cloudflare's return on equity of -3.88% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-11.80% -6.31% -4.04%
Cloudflare -8.21%-3.88%-0.94%

79.7% of Fastly shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 4.2% of Fastly shares are owned by company insiders. Comparatively, 10.7% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock is poised for long-term growth.

Fastly has a beta of 0.36, indicating that its share price is 64% less volatile than the broader market. Comparatively, Cloudflare has a beta of 1.66, indicating that its share price is 66% more volatile than the broader market.

Summary

Cloudflare beats Fastly on 13 of the 16 factors compared between the two stocks.

How does Cloudflare compare to Meta Platforms?

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

Meta Platforms currently has a consensus price target of $787.54, indicating a potential upside of 21.53%. Cloudflare has a consensus price target of $320.19, indicating a potential upside of 4.56%. Given Meta Platforms' stronger consensus rating and higher probable upside, equities analysts plainly believe Meta Platforms is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Meta Platforms
0 Sell rating(s)
9 Hold rating(s)
34 Buy rating(s)
4 Strong Buy rating(s)
2.89
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

Meta Platforms has a net margin of 29.83% compared to Cloudflare's net margin of -8.21%. Meta Platforms' return on equity of 33.18% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Meta Platforms29.83% 33.18% 20.07%
Cloudflare -8.21%-3.88%-0.94%

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$200.97B8.21$60.46B$26.5524.41
Cloudflare$2.17B49.93-$102.27M-$0.58N/A

Meta Platforms has a beta of 1.25, suggesting that its stock price is 25% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.66, suggesting that its stock price is 66% more volatile than the broader market.

In the previous week, Meta Platforms had 145 more articles in the media than Cloudflare. MarketBeat recorded 176 mentions for Meta Platforms and 31 mentions for Cloudflare. Meta Platforms' average media sentiment score of 1.04 beat Cloudflare's score of 0.65 indicating that Meta Platforms is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Meta Platforms
118 Very Positive mention(s)
6 Positive mention(s)
32 Neutral mention(s)
11 Negative mention(s)
2 Very Negative mention(s)
Positive
Cloudflare
17 Very Positive mention(s)
4 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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, 10.7% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

Meta Platforms beats Cloudflare on 14 of the 17 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.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

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.
Skip Chart

NET vs. The Competition

Export
MetricCloudflareIT Services IndustryTechnology SectorNYSE Exchange
Market Cap$109.99B$10.50B$29.67B$23.18B
Dividend YieldN/A2.76%2.74%3.56%
P/E Ratio-527.9714.0476.5528.71
Price / Sales49.9368.50588.6394.44
Price / Cash705.6344.1347.5033.82
Price / Book73.798.167.704.74
Net Income-$102.27M$271.17M$704.99M$1.07B
7 Day Performance9.80%-1.64%-1.08%-2.00%
1 Month Performance-1.69%-4.41%-3.65%-2.69%
1 Year Performance38.26%22.29%180.35%10.45%

Cloudflare Competitors List

Export
CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
3.7291 of 5 stars		$306.22
-1.6%		$320.19
+4.6%		+36.2%$109.99B$2.17BN/A5,156
AMZN
Amazon.com
4.9645 of 5 stars		$258.51
flat		$323.26
+25.0%		+11.7%$2.79T$716.92B20.801,576,000
CRWD
CrowdStrike
3.3075 of 5 stars		$213.10
flat		$221.13
+3.8%		+90.8%$218.20B$4.81B5,327.5010,698
DDOG
Datadog
4.3687 of 5 stars		$212.93
flat		$276.32
+29.8%		+59.0%$76.46B$3.43B434.568,100
FSLY
Fastly
2.3675 of 5 stars		$20.59
flat		$25.33
+23.0%		+193.5%$3.28B$624.02MN/A1,140

Related Companies and Tools

Related Companies
Top 10 Stock Comparisons

This page (NYSE:NET) was last updated on 9/12/2026 by MarketBeat.com Staff.
From Our Partners
My ‘one day’ retirement secret
TradeSmith's AI research team, backed by a $17 million investment and led by a former NSA codebreaker, built a...
TradeSmith | Sponsoredtc pixel
The retirement stock I'd buy before Nvidia today
In 2014, Marc Chaikin pointed readers toward Nvidia. Now the 60-year Wall Street veteran and creator of the Ch...
Chaikin Analytics | Sponsoredtc pixel
This 38 Dollar Fund Holds Every Major AI Stock and Pays Weekly
The biggest AI stocks like Nvidia, CrowdStrike, and Palantir now trade for hundreds of dollars a share. One fu...
Investors Alley | Sponsoredtc pixel
Why major institutions are piling into this digital asset now
BlackRock, JPMorgan, Goldman Sachs, and Fidelity are reportedly accumulating a scarce blockchain asset - one t...
Awesomely | Sponsoredtc pixel
Here’s the stock symbol I’ve promised
Whitney Tilson of Stansberry Research has long recommended Berkshire Hathaway as a core retirement holding - b...
Stansberry Research | Sponsoredtc pixel
17 Nobel Prize winners… one startling warning
On July 13, 17 Nobel laureates including Bernanke, Krugman, and Stiglitz signed an 88-word letter warning that...
Porter & Company | Sponsoredtc pixel
your job is on the list
The CEO of one of the largest AI labs on earth said it plainly: AI could wipe out half of all entry-level whit...
Behind the Markets | Sponsoredtc pixel
I called NVDA at $6 - Here's what’s next…
Matt McCall called NVDA at 6 dollars - it's since climbed more than 3,100 percent. He's identified 51 stocks t...
Monument Traders Alliance | Sponsoredtc pixel