NET vs. SHOP, APP, CRWD, INFY, TEAM, NTES, SNOW, DDOG, RBLX, and HUBS
Should you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Shopify (SHOP), AppLovin (APP), CrowdStrike (CRWD), Infosys (INFY), Atlassian (TEAM), NetEase (NTES), Snowflake (SNOW), Datadog (DDOG), Roblox (RBLX), and HubSpot (HUBS). These companies are all part of the "computer software" industry.
Cloudflare vs.
Cloudflare (NYSE:NET) and Shopify (NYSE:SHOP) are both large-cap computer and technology companies, but which is the better business? We will contrast the two companies based on the strength of their profitability, institutional ownership, media sentiment, earnings, risk, analyst recommendations, dividends, valuation and community ranking.
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.
82.7% of Cloudflare shares are held by institutional investors. Comparatively, 69.3% of Shopify shares are held by institutional investors. 12.8% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.
Shopify received 1221 more outperform votes than Cloudflare when rated by MarketBeat users. Likewise, 66.35% of users gave Shopify an outperform vote while only 49.23% of users gave Cloudflare an outperform vote.
Cloudflare presently has a consensus price target of $136.28, indicating a potential downside of 7.64%. Shopify has a consensus price target of $126.31, indicating a potential upside of 10.41%. Given Shopify's stronger consensus rating and higher probable upside, analysts plainly believe Shopify is more favorable than Cloudflare.
Cloudflare has a beta of 1.12, indicating that its stock price is 12% more volatile than the S&P 500. Comparatively, Shopify has a beta of 2.47, indicating that its stock price is 147% more volatile than the S&P 500.
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 8 more articles in the media than Cloudflare. MarketBeat recorded 44 mentions for Shopify and 36 mentions for Cloudflare. Shopify's average media sentiment score of 1.20 beat Cloudflare's score of 1.00 indicating that Shopify is being referred to more favorably in the news media.
Summary
Shopify beats Cloudflare on 16 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 3/3/2025 by MarketBeat.com Staff
