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Cloudflare (NET) Competitors

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$331.45 +20.00 (+6.42%)
Closing price 08/13/2026 03:59 PM Eastern
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$330.50 -0.95 (-0.29%)
As of 08:23 AM Eastern
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NET vs. AMZN, CRWD, DDOG, META, and MSFT

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), Meta Platforms (META), and Microsoft (MSFT). Companies are selected based on similarities in market, industry, and size.

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

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$2.17B54.04-$102.27M-$0.58N/A
Amazon.com$716.92B3.99$77.67B$12.4321.33

Cloudflare has a beta of 1.65, suggesting that its stock price is 65% more volatile than the broader market. Comparatively, Amazon.com has a beta of 1.45, suggesting that its stock price is 45% more volatile than the broader market.

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 72.2% of Amazon.com shares are owned by institutional investors. 10.7% of Cloudflare shares are owned by company insiders. Comparatively, 8.9% of Amazon.com shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

In the previous week, Amazon.com had 239 more articles in the media than Cloudflare. MarketBeat recorded 316 mentions for Amazon.com and 77 mentions for Cloudflare. Amazon.com's average media sentiment score of 1.02 beat Cloudflare's score of 0.86 indicating that Amazon.com is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
40 Very Positive mention(s)
7 Positive mention(s)
19 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Amazon.com
211 Very Positive mention(s)
54 Positive mention(s)
23 Neutral mention(s)
23 Negative mention(s)
3 Very Negative mention(s)
Positive

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
Cloudflare-8.21% -3.88% -0.94%
Amazon.com 17.44%18.00%8.97%

Cloudflare presently has a consensus price target of $320.19, suggesting a potential downside of 3.40%. Amazon.com has a consensus price target of $322.56, suggesting a potential upside of 21.66%. Given Amazon.com's stronger consensus rating and higher possible 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)
2 Hold rating(s)
56 Buy rating(s)
1 Strong Buy rating(s)
2.98

Summary

Amazon.com beats Cloudflare on 12 of the 17 factors compared between the two stocks.

How does Cloudflare compare to CrowdStrike?

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

In the previous week, Cloudflare had 49 more articles in the media than CrowdStrike. MarketBeat recorded 77 mentions for Cloudflare and 28 mentions for CrowdStrike. Cloudflare's average media sentiment score of 0.86 beat CrowdStrike's score of 0.35 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
40 Very Positive mention(s)
7 Positive mention(s)
19 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
CrowdStrike
12 Very Positive mention(s)
6 Positive mention(s)
4 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Neutral

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

Cloudflare currently has a consensus price target of $320.19, indicating a potential downside of 3.40%. CrowdStrike has a consensus price target of $186.51, indicating a potential downside of 17.30%. Given Cloudflare's higher probable upside, equities analysts plainly believe Cloudflare is more favorable than CrowdStrike.

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
CrowdStrike
2 Sell rating(s)
13 Hold rating(s)
36 Buy rating(s)
0 Strong Buy rating(s)
2.67

CrowdStrike has a net margin of -0.89% compared to Cloudflare's net margin of -8.21%. CrowdStrike's return on equity of 2.29% beat Cloudflare's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-8.21% -3.88% -0.94%
CrowdStrike -0.89%2.29%0.94%

Cloudflare has a beta of 1.65, meaning that its share price is 65% more volatile than the broader market. Comparatively, CrowdStrike has a beta of 1.24, meaning that its share price is 24% more volatile than the broader market.

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.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Cloudflare$2.17B54.04-$102.27M-$0.58N/A
CrowdStrike$4.81B47.72-$162.50M-$0.05N/A

Summary

Cloudflare beats CrowdStrike on 10 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 better business? We will contrast the two businesses based on the strength of their valuation, analyst recommendations, media sentiment, dividends, earnings, institutional ownership, risk and profitability.

In the previous week, Cloudflare had 27 more articles in the media than Datadog. MarketBeat recorded 77 mentions for Cloudflare and 50 mentions for Datadog. Cloudflare's average media sentiment score of 0.86 beat Datadog's score of 0.64 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
40 Very Positive mention(s)
7 Positive mention(s)
19 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Datadog
19 Very Positive mention(s)
10 Positive mention(s)
11 Neutral mention(s)
3 Negative mention(s)
1 Very Negative mention(s)
Positive

Cloudflare currently has a consensus target price of $320.19, indicating a potential downside of 3.40%. Datadog has a consensus target price of $276.32, indicating a potential upside of 9.55%. 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
1 Sell rating(s)
4 Hold rating(s)
38 Buy rating(s)
2 Strong Buy rating(s)
2.91

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$2.17B54.04-$102.27M-$0.58N/A
Datadog$3.43B26.20$107.74M$0.49514.78

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
Cloudflare-8.21% -3.88% -0.94%
Datadog 4.48%5.67%3.24%

Cloudflare has a beta of 1.65, indicating that its share price is 65% 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.

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 78.3% of Datadog shares are owned by institutional investors. 10.7% of Cloudflare shares are owned by insiders. Comparatively, 6.5% of Datadog shares are owned 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

Datadog beats Cloudflare on 10 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 businesses based on the strength of their earnings, profitability, analyst recommendations, valuation, risk, dividends, media sentiment and institutional ownership.

79.9% of Meta Platforms shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 13.5% of Meta Platforms shares are held by company insiders. Comparatively, 10.7% of Cloudflare shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.

In the previous week, Meta Platforms had 62 more articles in the media than Cloudflare. MarketBeat recorded 139 mentions for Meta Platforms and 77 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.86 beat Meta Platforms' score of 0.58 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
79 Very Positive mention(s)
8 Positive mention(s)
21 Neutral mention(s)
23 Negative mention(s)
4 Very Negative mention(s)
Positive
Cloudflare
40 Very Positive mention(s)
7 Positive mention(s)
19 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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$228.25B6.64$60.46B$26.5522.41
Cloudflare$2.17B54.04-$102.27M-$0.58N/A

Meta Platforms presently has a consensus price target of $785.32, suggesting a potential upside of 31.99%. Cloudflare has a consensus price target of $320.19, suggesting a potential downside of 3.40%. 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
Meta Platforms
0 Sell rating(s)
8 Hold rating(s)
35 Buy rating(s)
4 Strong Buy rating(s)
2.91
Cloudflare
4 Sell rating(s)
6 Hold rating(s)
21 Buy rating(s)
2 Strong Buy rating(s)
2.64

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 a beta of 1.25, suggesting that its stock price is 25% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.65, suggesting that its stock price is 65% more volatile than the broader market.

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 superior business? We will compare the two companies based on the strength of their risk, analyst recommendations, valuation, profitability, dividends, earnings, media sentiment and institutional ownership.

Microsoft presently has a consensus target price of $560.27, suggesting a potential upside of 12.76%. Cloudflare has a consensus target price of $320.19, suggesting a potential downside of 3.40%. Given Microsoft's stronger consensus rating and higher probable upside, analysts plainly 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

Microsoft has a net margin of 40.31% compared to Cloudflare's net margin of -8.21%. 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 -8.21%-3.88%-0.94%

Microsoft has a beta of 1.11, meaning that its share price is 11% more volatile than the broader market. Comparatively, Cloudflare has a beta of 1.65, meaning that its share price is 65% more volatile than the broader market.

In the previous week, Microsoft had 288 more articles in the media than Cloudflare. MarketBeat recorded 365 mentions for Microsoft and 77 mentions for Cloudflare. Microsoft's average media sentiment score of 1.01 beat Cloudflare's score of 0.86 indicating that Microsoft is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Microsoft
236 Very Positive mention(s)
46 Positive mention(s)
49 Neutral mention(s)
21 Negative mention(s)
9 Very Negative mention(s)
Positive
Cloudflare
40 Very Positive mention(s)
7 Positive mention(s)
19 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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 insiders. Comparatively, 10.7% of Cloudflare shares are owned 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.

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$331.84B11.12$133.75B$17.9627.67
Cloudflare$2.17B54.04-$102.27M-$0.58N/A

Summary

Microsoft beats Cloudflare on 12 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$110.09B$11.45B$30.33B$24.29B
Dividend YieldN/A2.81%2.73%3.69%
P/E Ratio-571.4714.2875.3030.23
Price / Sales54.0460.32602.1020.60
Price / Cash706.2644.5752.3333.80
Price / Book72.3726.129.646.69
Net Income-$102.27M$271.20M$680.56M$1.06B
7 Day Performance10.12%2.80%1.79%0.45%
1 Month Performance17.66%3.65%2.66%3.07%
1 Year Performance69.82%36.41%198.69%18.36%

Cloudflare Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
NET
Cloudflare
3.7096 of 5 stars
$331.45
+6.4%
$320.19
-3.4%
+66.5%$110.09B$2.17BN/A5,156
AMZN
Amazon.com
4.9501 of 5 stars
$284.02
+4.6%
$322.56
+13.6%
+18.0%$3.06T$775.68B22.851,576,000
CRWD
CrowdStrike
3.3772 of 5 stars
$202.54
+6.1%
$185.78
-8.3%
+108.8%$206.24B$5.09BN/A10,698
DDOG
Datadog
4.1556 of 5 stars
$273.60
+2.1%
$268.61
-1.8%
+96.0%$97.39B$3.67B720.028,100
META
Meta Platforms
4.9728 of 5 stars
$590.24
+6.0%
$789.95
+33.8%
-23.7%$1.49T$200.97B22.2378,865

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This page (NYSE:NET) was last updated on 8/14/2026 by MarketBeat.com Staff.
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