A O Smith Corp vs Cloudflare Inc — how do they compare? A O Smith Corp trades at $63.65 (market cap $8.65B), while Cloudflare Inc trades at $304 (market cap $109.31B). The key difference: Cloudflare Inc is far larger — about 12.6× A O Smith Corp's market cap, and A O Smith Corp pays a 2.26% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| AOS | NET | |
|---|---|---|
Market Cap | $8.65B | $109.31B |
Sector | Industrials | Technology |
52-Week High | $80.47 | $310.40 |
52-Week Low | $55.78 | $160.16 |
Enterprise Value | $9.15B | $108.67B |
Dividend Yield | 2.26% | — |
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Cloudflare (NET) trades at $310.40, up 3.37% on the day, and is near its 52-week high. The stock shows strong technical momentum with bullish moving averages, though RSI levels indicate potential overbought conditions. Fundamentally, revenue growth is robust at 36% year-over-year in Q2 2026, but the company remains unprofitable with a net margin of -8.21%. Recent news highlights AI-driven demand and a $2.175 billion convertible note offering.
The outlook is positive given analyst consensus and AI tailwinds, but high valuation multiples and persistent losses pose risks. Investment appeal hinges on sustained growth justifying premium pricing, while competition and execution challenges are key watchpoints for shareholders.
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A.O. Smith Corporation manufactures and markets comprehensive lines of residential and commercial gas, gas tankless, and electric water heaters. Supplementary products include water heating equipment, condensing and noncondensing boilers, and water system tanks. The company's two operating segments are by geographic region: North America (majority of total revenue) and the Rest of the World. A material portion of sales in North America derive from replacing existing products, and the company utilizes a wholesale distribution channel and multiple selling locations. The Rest of the World segment sells primarily to Asian countries and operates sales offices to expand distribution and market its product portfolio.
Read more on AOS →Cloudflare is a software company based in San Francisco, California, that offers security and web performance offerings by utilizing a distributed, serverless content delivery network, or CDN. The firm's edge computing platform, Workers, leverages this network by providing clients the ability to deploy, and execute code without maintaining servers.
Read more on NET →