Cloudflare (NET) Competitors $196.77 +5.52 (+2.89%) Closing price 03:59 PM EasternExtended Trading$197.50 +0.73 (+0.37%) As of 07:57 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock NET vs. AMZN, CRWD, DDOG, META, NVDA, PANW, ZS, FSLY, SNOW, and SHOPShould you be buying Cloudflare stock or one of its competitors? The main competitors of Cloudflare include Amazon.com (AMZN), CrowdStrike (CRWD), Datadog (DDOG), Meta Platforms (META), NVIDIA (NVDA), Palo Alto Networks (PANW), Zscaler (ZS), Fastly (FSLY), Snowflake (SNOW), and Shopify (SHOP). Cloudflare vs. Its Competitors Amazon.com CrowdStrike Datadog Meta Platforms NVIDIA Palo Alto Networks Zscaler Fastly Snowflake Shopify Amazon.com (NASDAQ:AMZN) and Cloudflare (NYSE:NET) are related large-cap companies, but which is the better business? We will contrast the two companies based on the strength of their earnings, valuation, institutional ownership, media sentiment, risk, profitability, dividends and analyst recommendations. Which has better earnings & valuation, AMZN or NET? Amazon.com has higher revenue and earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Amazon.com, indicating that it is currently the more affordable of the two stocks. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioAmazon.com$637.96B3.76$59.25B$6.1436.83Cloudflare$1.67B40.85-$78.80M-$0.23-855.52 Which has more volatility and risk, AMZN or NET? Amazon.com has a beta of 1.33, indicating that its share price is 33% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.85, indicating that its share price is 85% more volatile than the S&P 500. Do institutionals & insiders have more ownership in AMZN or NET? 72.2% of Amazon.com shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 9.7% of Amazon.com shares are owned by insiders. Comparatively, 10.9% of Cloudflare shares are owned 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 media refer more to AMZN or NET? In the previous week, Amazon.com had 231 more articles in the media than Cloudflare. MarketBeat recorded 257 mentions for Amazon.com and 26 mentions for Cloudflare. Amazon.com's average media sentiment score of 0.85 beat Cloudflare's score of 0.77 indicating that Amazon.com is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Amazon.com 161 Very Positive mention(s) 34 Positive mention(s) 40 Neutral mention(s) 12 Negative mention(s) 5 Very Negative mention(s) Positive Cloudflare 20 Very Positive mention(s) 0 Positive mention(s) 2 Neutral mention(s) 1 Negative mention(s) 0 Very Negative mention(s) Positive Do analysts recommend AMZN or NET? Amazon.com currently has a consensus target price of $250.35, suggesting a potential upside of 10.71%. Cloudflare has a consensus target price of $152.32, suggesting a potential downside of 22.59%. Given Amazon.com's stronger consensus rating and higher possible upside, analysts clearly believe Amazon.com is more favorable than Cloudflare.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Amazon.com 0 Sell rating(s) 2 Hold rating(s) 45 Buy rating(s) 2 Strong Buy rating(s) 3.00Cloudflare 3 Sell rating(s) 9 Hold rating(s) 15 Buy rating(s) 1 Strong Buy rating(s) 2.50 Is AMZN or NET more profitable? Amazon.com has a net margin of 10.14% compared to Cloudflare's net margin of -4.62%. Amazon.com's return on equity of 24.14% beat Cloudflare's return on equity.Company Net Margins Return on Equity Return on Assets Amazon.com10.14% 24.14% 10.90% Cloudflare -4.62%-6.31%-2.10% SummaryAmazon.com beats Cloudflare on 13 of the 17 factors compared between the two stocks. 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 NET 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 ExcelMetricCloudflareINTERNET SOFTWARE IndustryComputer SectorNYSE ExchangeMarket Cap$66.29B$18.17B$28.69B$20.85BDividend YieldN/A2.82%3.07%3.65%P/E Ratio-855.5272.1143.9226.34Price / Sales40.8576.951,807.2659.22Price / Cash413.0193.3238.0622.29Price / Book64.948.757.634.66Net Income-$78.80M$337.83M$779.03M$994.58M7 Day Performance8.60%4.62%2.35%-0.29%1 Month Performance8.50%10.23%7.48%4.91%1 Year Performance150.69%59.68%52,761.55%10.53% Cloudflare Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)NETCloudflare3.9157 of 5 stars$196.77+2.9%$152.32-22.6%+137.3%$66.29B$1.67B-855.524,263Analyst ForecastInsider TradeAMZNAmazon.com4.6077 of 5 stars$225.26+0.1%$249.42+10.7%+19.1%$2.39T$637.96B36.711,556,000Trending NewsAnalyst ForecastInsider TradeCRWDCrowdStrike4.4677 of 5 stars$475.92-0.5%$456.40-4.1%+32.4%$118.77B$3.95B-690.6210,118Trending NewsAnalyst ForecastInsider TradeDDOGDatadog4.1621 of 5 stars$138.81+1.1%$144.27+3.9%+18.1%$47.94B$2.68B301.786,500Analyst ForecastInsider TradeMETAMeta Platforms3.6628 of 5 stars$721.18+0.5%$729.38+1.1%+51.8%$1.81T$164.50B28.1374,067Trending NewsAnalyst ForecastInsider TradeAnalyst RevisionNVDANVIDIA4.451 of 5 stars$164.46-0.3%$177.03+7.6%+46.6%$4.01T$130.50B53.0336,000Trending NewsAnalyst ForecastInsider TradeAnalyst RevisionPANWPalo Alto Networks4.1367 of 5 stars$190.60+1.7%$208.00+9.1%+18.2%$127.27B$8.87B109.0715,289Positive NewsAnalyst RevisionZSZscaler4.2218 of 5 stars$291.43+0.6%$296.82+1.9%+46.9%$45.45B$2.17B-1,122.737,348Positive NewsFSLYFastly3.6213 of 5 stars$6.82+1.6%$8.28+21.5%-16.4%$987.51M$543.68M-6.261,100SNOWSnowflake3.8168 of 5 stars$214.00+1.5%$225.36+5.3%+56.6%$71.53B$3.63B-50.897,834Analyst ForecastSHOPShopify4.1341 of 5 stars$116.70+4.1%$115.77-0.8%+95.5%$151.43B$9.38B75.3011,600Trending NewsAnalyst ForecastAnalyst Revision Related Companies and Tools Related Companies AMZN Competitors CRWD Competitors DDOG Competitors META Competitors NVDA Competitors PANW Competitors ZS Competitors FSLY Competitors SNOW Competitors SHOP Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:NET) was last updated on 7/18/2025 by MarketBeat.com Staff From Our PartnersUtah’s New Oil FindThe Real Reason 218,000 Acres Just Vanished The government just quietly leased 218,000 acres in the middle ...Stansberry Research | SponsoredMarket Panic: Trump Just Dropped a Bomb on Your Stockstock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...American Alternative | SponsoredCritical AI announcement set to ignite AI 2.0 I just put together an urgent new presentation that you need to see right away. 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