NET vs. SHOP, CRWD, APP, INFY, NTES, TEAM, SNOW, RBLX, EA, and VEEV
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Shopify (SHOP), CrowdStrike (CRWD), AppLovin (APP), Infosys (INFY), NetEase (NTES), Atlassian (TEAM), Snowflake (SNOW), Roblox (RBLX), Electronic Arts (EA), and Veeva Systems (VEEV). These companies are all part of the "computer software" industry.
Cloudflare vs.
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, dividends, institutional ownership, media sentiment, earnings, community ranking, valuation, risk and analyst recommendations.
Shopify received 1221 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 66.39% of users gave Shopify an outperform vote while only 49.63% of users gave Cloudflare an outperform vote.
Shopify currently has a consensus price target of $119.66, suggesting a potential upside of 23.07%. Cloudflare has a consensus price target of $134.84, suggesting a potential upside of 13.74%. Given Shopify's stronger consensus rating and higher probable upside, research analysts plainly believe Shopify is more favorable than Cloudflare.
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.
In the previous week, Shopify had 32 more articles in the media than Cloudflare. MarketBeat recorded 61 mentions for Shopify and 29 mentions for Cloudflare. Cloudflare's average media sentiment score of 1.24 beat Shopify's score of 0.73 indicating that Cloudflare is being referred to more favorably in the news media.
Shopify has a beta of 2.82, indicating that its share price is 182% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.59, indicating that its share price is 59% more volatile than the S&P 500.
69.3% of Shopify shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 12.8% of Cloudflare shares are held 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.
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.
Summary
Shopify beats Cloudflare on 15 of the 19 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 {thisCompany.Symbol} and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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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This page (NYSE:NET) was last updated on 4/25/2025 by MarketBeat.com Staff
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