Cloudflare (NET) Competitors

Shopify (NYSE:SHOP) 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 profitability, earnings, risk, dividends, analyst recommendations, community ranking, media sentiment, institutional ownership and valuation.

Does the media favor SHOP or NET?

In the previous week, Shopify had 4 more articles in the media than Cloudflare. MarketBeat recorded 35 mentions for Shopify and 31 mentions for Cloudflare. Shopify's average media sentiment score of 1.22 beat Cloudflare's score of 1.17 indicating that Shopify is being referred to more favorably in the media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Shopify	29 Very Positive mention(s)	2 Positive mention(s)	4 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive
Cloudflare	21 Very Positive mention(s)	3 Positive mention(s)	3 Neutral mention(s)	3 Negative mention(s)	0 Very Negative mention(s)	Positive

Do institutionals and insiders hold more shares of SHOP or NET?

69.3% of Shopify shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 12.8% of Cloudflare shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Is SHOP or NET more profitable?

Shopify has a net margin of 22.74% compared to Cloudflare's net margin of -4.72%. Shopify's return on equity of 12.00% beat Cloudflare's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Shopify	22.74%	12.00%	9.79%
Cloudflare	-4.72%	-5.52%	-1.67%

Do analysts rate SHOP or NET?

Shopify presently has a consensus price target of $126.31, suggesting a potential upside of 66.69%. Cloudflare has a consensus price target of $135.64, suggesting a potential upside of 40.68%. Given Shopify's stronger consensus rating and higher possible upside, equities analysts plainly believe Shopify is more favorable than Cloudflare.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Shopify	1 Sell rating(s)	14 Hold rating(s)	24 Buy rating(s)	1 Strong Buy rating(s)	2.63
Cloudflare	3 Sell rating(s)	11 Hold rating(s)	13 Buy rating(s)	0 Strong Buy rating(s)	2.37

Which has preferable valuation and earnings, SHOP or NET?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Shopify	$8.88B	11.05	$2.02B	$1.55	48.89
Cloudflare	$1.67B	19.93	-$78.80M	-$0.22	-438.25

Which has more volatility & risk, SHOP or NET?

Shopify has a beta of 2.81, indicating that its stock price is 181% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.59, indicating that its stock price is 59% more volatile than the S&P 500.

Does the MarketBeat Community believe in SHOP or NET?

Shopify received 1216 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 66.37% of users gave Shopify an outperform vote while only 49.50% of users gave Cloudflare an outperform vote.

Company	Underperform	Outperform
Shopify	Outperform Votes 1415 66.37%	Underperform Votes 717 33.63%
Cloudflare	Outperform Votes 199 49.50%	Underperform Votes 203 50.50%

Summary

Shopify beats Cloudflare on 16 of the 19 factors compared between the two stocks.