Cloudflare (NET) Competitors $112.69 +4.11 (+3.79%) (As of 12/20/2024 05:45 PM ET) Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSustainabilityTrends NET vs. SHOP, APP, INFY, CRWD, TEAM, TTD, NTES, SNOW, DDOG, and EAShould you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Shopify (SHOP), AppLovin (APP), Infosys (INFY), CrowdStrike (CRWD), Atlassian (TEAM), Trade Desk (TTD), NetEase (NTES), Snowflake (SNOW), Datadog (DDOG), and Electronic Arts (EA). These companies are all part of the "computer software" industry. Cloudflare vs. Shopify AppLovin Infosys CrowdStrike Atlassian Trade Desk NetEase Snowflake Datadog Electronic Arts Shopify (NYSE:SHOP) and Cloudflare (NYSE:NET) are both large-cap computer and technology companies, but which is the better stock? We will compare the two businesses based on the strength of their analyst recommendations, community ranking, profitability, earnings, dividends, media sentiment, valuation, risk and institutional ownership. Which has more risk and volatility, SHOP or NET? Shopify has a beta of 2.46, meaning that its share price is 146% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.1, meaning that its share price is 10% more volatile than the S&P 500. Do analysts recommend SHOP or NET? Shopify presently has a consensus target price of $99.03, indicating a potential downside of 9.11%. Cloudflare has a consensus target price of $97.81, indicating a potential downside of 13.20%. 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) 15 Hold rating(s) 23 Buy rating(s) 1 Strong Buy rating(s) 2.60Cloudflare 4 Sell rating(s) 12 Hold rating(s) 12 Buy rating(s) 0 Strong Buy rating(s) 2.29 Is SHOP or NET more profitable? Shopify has a net margin of 16.84% compared to Cloudflare's net margin of -5.97%. Shopify's return on equity of 11.60% beat Cloudflare's return on equity.Company Net Margins Return on Equity Return on Assets Shopify16.84% 11.60% 9.37% Cloudflare -5.97%-7.18%-2.12% Does the MarketBeat Community believe in SHOP or NET? Shopify received 1217 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 66.43% of users gave Shopify an outperform vote while only 49.18% of users gave Cloudflare an outperform vote. CompanyUnderperformOutperformShopifyOutperform Votes139766.43% Underperform Votes70633.57% CloudflareOutperform Votes18049.18% Underperform Votes18650.82% Do institutionals & insiders hold more shares of SHOP or NET? 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 endowments, large money managers and hedge funds believe a company is poised for long-term growth. Does the media prefer SHOP or NET? In the previous week, Cloudflare had 17 more articles in the media than Shopify. MarketBeat recorded 27 mentions for Cloudflare and 10 mentions for Shopify. Shopify's average media sentiment score of 0.89 beat Cloudflare's score of 0.65 indicating that Shopify is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Shopify 7 Very Positive mention(s) 0 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Cloudflare 12 Very Positive mention(s) 3 Positive mention(s) 7 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Which has stronger valuation & 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. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioShopify$8.21B17.14$132M$1.07101.82Cloudflare$1.57B24.60-$183.95M-$0.26-433.42 SummaryShopify beats Cloudflare on 15 of the 19 factors compared between the two stocks. 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Skip ChartMedia Sentiment Over TimeWhat is Media Sentiment?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 to ExcelMetricCloudflarePrepackaged software IndustryComputer SectorNYSE ExchangeMarket Cap$37.26B$25.47B$25.91B$19.18BDividend YieldN/A2.26%2.78%3.60%P/E Ratio-433.4298.18238.1141.30Price / Sales24.6024.753,337.4817.60Price / Cash422.3591.3235.6821.28Price / Book49.8612.918.115.32Net Income-$183.95M$448.65M$681.16M$989.88M7 Day Performance-0.80%0.42%0.41%-3.54%1 Month Performance8.17%10.41%7.00%-3.68%1 Year Performance32.87%25.83%23.09%12.14% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.9561 of 5 stars$112.69+3.8%$97.81-13.2%+36.0%$37.26B$1.57B-433.423,682Analyst UpgradeInsider TradeSHOPShopify4.3688 of 5 stars$116.76+1.9%$99.03-15.2%+44.5%$150.87B$7.06B107.138,300APPAppLovin3.0595 of 5 stars$345.57+6.5%$296.40-14.2%+691.2%$115.97B$4.29B103.051,745INFYInfosys1.8883 of 5 stars$23.56+0.7%$20.85-11.5%+23.4%$97.58B$18.84B30.00317,240Gap DownCRWDCrowdStrike4.1578 of 5 stars$382.36+3.9%$358.00-6.4%+42.7%$94.18B$3.74B721.617,925Analyst ForecastPositive NewsTEAMAtlassian4.1127 of 5 stars$277.83-0.3%$256.50-7.7%+8.3%$72.36B$4.36B-183.3212,157Analyst ForecastInsider TradeTTDTrade Desk3.6697 of 5 stars$132.57+0.1%$124.94-5.8%+65.6%$65.43B$1.95B217.083,115Analyst ForecastNTESNetEase4.5756 of 5 stars$93.46-2.1%$107.29+14.8%-9.8%$60.02B$105.69B16.1229,128SNOWSnowflake4.2723 of 5 stars$171.53+2.3%$184.46+7.5%-14.4%$56.62B$2.81B-50.307,004Analyst ForecastInsider TradeDDOGDatadog3.974 of 5 stars$155.82+1.8%$155.07-0.5%+23.9%$52.94B$2.54B288.745,200Analyst ForecastInsider TradeEAElectronic Arts4.8029 of 5 stars$156.16-0.9%$165.37+5.9%+8.2%$40.96B$7.41B40.1813,700Analyst ForecastInsider Trade Related Companies and Tools Related Companies SHOP Competitors APP Competitors INFY Competitors CRWD Competitors TEAM Competitors TTD Competitors NTES Competitors SNOW Competitors DDOG Competitors EA Competitors Top 10 Stock Comparisons Bank Stocks Artificial Intelligence Stocks Toy Stocks Growth Stocks Airline Stocks Chinese Stocks EV Charging Stocks Defense Stocks Lithium Stocks Pharmaceutical Stocks This page (NYSE:NET) was last updated on 12/21/2024 by MarketBeat.com Staff From Our PartnersAmazon coin set to soar 25X – starting December 16th?This tiny 3-cent crypto just partnered with one of the biggest companies in the world… Amazon. 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