NET vs. PLTR, SHOP, APP, CRWD, INFY, TEAM, NTES, TTD, SNOW, and DDOG
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Palantir Technologies (PLTR), Shopify (SHOP), AppLovin (APP), CrowdStrike (CRWD), Infosys (INFY), Atlassian (TEAM), NetEase (NTES), Trade Desk (TTD), Snowflake (SNOW), and Datadog (DDOG). These companies are all part of the "computer software" industry.
Cloudflare vs.
Cloudflare (NYSE:NET) and Palantir Technologies (NASDAQ:PLTR) are both large-cap computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their media sentiment, institutional ownership, analyst recommendations, profitability, community ranking, risk, earnings, dividends and valuation.
Cloudflare has a beta of 1.1, indicating that its share price is 10% more volatile than the S&P 500. Comparatively, Palantir Technologies has a beta of 2.82, indicating that its share price is 182% more volatile than the S&P 500.
Cloudflare currently has a consensus price target of $109.72, indicating a potential downside of 20.85%. Palantir Technologies has a consensus price target of $44.61, indicating a potential downside of 45.92%. Given Cloudflare's stronger consensus rating and higher possible upside, analysts clearly believe Cloudflare is more favorable than Palantir Technologies.
Palantir Technologies has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Palantir Technologies, indicating that it is currently the more affordable of the two stocks.
Cloudflare received 102 more outperform votes than Palantir Technologies when rated by MarketBeat users. Likewise, 49.87% of users gave Cloudflare an outperform vote while only 41.46% of users gave Palantir Technologies an outperform vote.
Palantir Technologies has a net margin of 18.01% compared to Cloudflare's net margin of -5.97%. Palantir Technologies' return on equity of 9.94% beat Cloudflare's return on equity.
82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 45.7% of Palantir Technologies shares are owned by institutional investors. 12.8% of Cloudflare shares are owned by insiders. Comparatively, 12.9% of Palantir Technologies 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.
In the previous week, Palantir Technologies had 95 more articles in the media than Cloudflare. MarketBeat recorded 134 mentions for Palantir Technologies and 39 mentions for Cloudflare. Palantir Technologies' average media sentiment score of 1.09 beat Cloudflare's score of 0.79 indicating that Palantir Technologies is being referred to more favorably in the news media.
Summary
Palantir Technologies beats Cloudflare on 12 of the 18 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 2/1/2025 by MarketBeat.com Staff
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