Cloudflare (NET) Competitors $96.47 +0.10 (+0.10%) (As of 11/20/2024 ET) Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSustainabilityTrends NET vs. APP, INFY, CRWD, TEAM, TTD, NTES, DDOG, SNOW, EA, and HUBSShould you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include AppLovin (APP), Infosys (INFY), CrowdStrike (CRWD), Atlassian (TEAM), Trade Desk (TTD), NetEase (NTES), Datadog (DDOG), Snowflake (SNOW), Electronic Arts (EA), and HubSpot (HUBS). These companies are all part of the "computer software" industry. Cloudflare vs. AppLovin Infosys CrowdStrike Atlassian Trade Desk NetEase Datadog Snowflake Electronic Arts HubSpot AppLovin (NASDAQ:APP) and Cloudflare (NYSE:NET) are both large-cap business services companies, but which is the better business? We will compare the two companies based on the strength of their risk, valuation, institutional ownership, earnings, analyst recommendations, dividends, community ranking, profitability and media sentiment. Do insiders and institutionals have more ownership in APP or NET? 41.9% of AppLovin shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 14.7% of AppLovin shares are held by insiders. Comparatively, 12.8% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term. Does the MarketBeat Community favor APP or NET? Cloudflare received 72 more outperform votes than AppLovin when rated by MarketBeat users. However, 54.92% of users gave AppLovin an outperform vote while only 49.17% of users gave Cloudflare an outperform vote. CompanyUnderperformOutperformAppLovinOutperform Votes10654.92% Underperform Votes8745.08% CloudflareOutperform Votes17849.17% Underperform Votes18450.83% Which has stronger earnings & valuation, APP or NET? AppLovin has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than AppLovin, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioAppLovin$2.63B41.42$356.71M$3.3098.55Cloudflare$1.30B25.53-$183.95M-$0.26-371.04 Which has more volatility and risk, APP or NET? AppLovin has a beta of 1.86, suggesting that its share price is 86% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.1, suggesting that its share price is 10% more volatile than the S&P 500. Is APP or NET more profitable? AppLovin has a net margin of 26.85% compared to Cloudflare's net margin of -5.97%. AppLovin's return on equity of 122.24% beat Cloudflare's return on equity.Company Net Margins Return on Equity Return on Assets AppLovin26.85% 122.24% 21.60% Cloudflare -5.97%-7.18%-2.12% Does the media favor APP or NET? In the previous week, AppLovin had 32 more articles in the media than Cloudflare. MarketBeat recorded 52 mentions for AppLovin and 20 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.96 beat AppLovin's score of 0.95 indicating that Cloudflare is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment AppLovin 29 Very Positive mention(s) 4 Positive mention(s) 11 Neutral mention(s) 2 Negative mention(s) 1 Very Negative mention(s) Positive Cloudflare 13 Very Positive mention(s) 3 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Do analysts recommend APP or NET? AppLovin presently has a consensus price target of $222.96, suggesting a potential downside of 31.44%. Cloudflare has a consensus price target of $92.88, suggesting a potential downside of 3.72%. Given Cloudflare's higher probable upside, analysts plainly believe Cloudflare is more favorable than AppLovin.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score AppLovin 1 Sell rating(s) 4 Hold rating(s) 14 Buy rating(s) 1 Strong Buy rating(s) 2.75Cloudflare 4 Sell rating(s) 12 Hold rating(s) 10 Buy rating(s) 0 Strong Buy rating(s) 2.23 SummaryAppLovin beats Cloudflare on 15 of the 19 factors compared between the two stocks. Ad Colonial MetalsTrump’s IRS Hands Massive ‘Victory Gift’ To 401K OwnersThe "Fake Media" has completely ignored Trump's genius "victory gift" to all America First patriots like you. A tax-free gift so powerful it could reshape the financial destinies of millions of IRA and 401(k) owners…Claim your FREE 2024 Gold Guide Get Cloudflare News Delivered to You Automatically Sign up to receive the latest news and ratings for NET and its competitors with MarketBeat's FREE daily newsletter. Email Address New MarketBeat Followers Over TimeWhat are MarkeBeat Followers?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. 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$33.07B$25.43B$24.14B$19.96BDividend YieldN/A2.29%2.76%3.49%P/E Ratio-371.0457.04218.6335.39Price / Sales25.539.123,408.5118.01Price / Cash358.2987.7733.0521.27Price / Book33.978.706.654.58Net Income-$183.95M$444.73M$658.63M$985.93M7 Day Performance4.86%-0.07%0.15%0.45%1 Month Performance6.29%4.17%0.72%1.05%1 Year Performance30.65%23.90%18.91%24.67% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.8202 of 5 stars$96.47+0.1%$92.88-3.7%+32.5%$33.07B$1.30B-371.043,682Insider TradeAPPAppLovin3.4824 of 5 stars$325.22+1.3%$222.96-31.4%+723.3%$107.79B$2.63B98.551,745Analyst ForecastGap UpINFYInfosys2.2162 of 5 stars$22.00+1.2%$20.85-5.2%+25.4%$91.08B$18.84B28.20317,240Analyst DowngradeCRWDCrowdStrike4.5839 of 5 stars$350.15-0.9%$333.82-4.7%+68.6%$86.60B$3.06B507.467,925Upcoming EarningsAnalyst ForecastPositive NewsTEAMAtlassian4.118 of 5 stars$245.45-0.9%$244.21-0.5%+31.9%$64.52B$4.36B-161.4812,157Insider TradeTTDTrade Desk3.348 of 5 stars$123.90+3.8%$122.65-1.0%+84.1%$58.94B$1.95B203.113,115Gap UpNTESNetEase4.4756 of 5 stars$87.53+2.2%$107.29+22.6%-26.1%$55.02B$14.57B14.7929,128Dividend AnnouncementDDOGDatadog4.7404 of 5 stars$135.45+1.5%$150.96+11.5%+21.2%$45.32B$2.13B255.575,200Analyst ForecastInsider TradeSNOWSnowflake4.7493 of 5 stars$129.12-0.9%$171.59+32.9%-22.6%$43.66B$2.81B-42.207,004Analyst ForecastNews CoverageHigh Trading VolumeEAElectronic Arts4.3015 of 5 stars$166.71+0.3%$165.37-0.8%+23.1%$43.57B$7.56B42.8613,700Insider TradeHUBSHubSpot4.2387 of 5 stars$695.00+1.8%$672.68-3.2%+46.2%$35.23B$2.17B0.007,663Insider Trade Related Companies and Tools Related Companies APP Competitors INFY Competitors CRWD Competitors TEAM Competitors TTD Competitors NTES Competitors DDOG Competitors SNOW Competitors EA Competitors HUBS 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 11/21/2024 by MarketBeat.com Staff From Our PartnersThe Crypto That’s Making Wall Street SweatThe Crypto Wall Street Is Desperate to Hide It's happening now, right under everyone's radar. Big tech gian...Crypto 101 Media | SponsoredMissed Nvidia? Watch this ASAPThis little-known project that Bill Gates has been quietly working on that’s about to unleash an AI breakthrou...Brownstone Research | SponsoredMusk’s new company could top a trillion?The investment legend who predicted the rise of Bitcoin, Facebook and streaming services like Netflix… Just...Paradigm Press | Sponsored24/7 Automated Profits in CryptoWhat if you could make consistent daily profits in crypto with minimal effort? Beyond trading lies a vast w...Crypto Swap Profits | SponsoredCrypto’s next big bull run?Juan Villaverde may be America’s top crypto expert. And he says something big is coming for crypto – on Nov...Weiss Ratings | Sponsored“This Changes Everything” - Trump Hands Millions Massive IRS GiftNow it's your time to return the favor by taking advantage of this tax "revenge loophole." Because even as ...Colonial Metals | SponsoredTim Sykes’ Urgent Trade Alert: “Make this move now”WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...Timothy Sykes | SponsoredUnveiled: NVIDIA’s "Secret Royalty" ProgramDid you know that there's an investment that will give you the opportunity to collect "royalties" every time N...Behind the Markets | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Cloudflare, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Cloudflare With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
