Fidelity National Information Servcs Inc vs Cloudflare Inc — how do they compare? Fidelity National Information Servcs Inc trades at $42.02 (market cap $21.24B), while Cloudflare Inc trades at $276.18 (market cap $96.91B). The key difference: Cloudflare Inc is far larger — about 4.6× Fidelity National Information Servcs Inc's market cap, and Fidelity National Information Servcs Inc pays a 4.09% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| FIS | NET | |
|---|---|---|
Market Cap | $21.24B | $96.91B |
Sector | Technology | Technology |
52-Week High | $81.94 | $281.69 |
52-Week Low | $37.72 | $160.16 |
Enterprise Value | $41.63B | $96.27B |
Dividend Yield | 4.09% | — |
Signals from Pluang's Aura AI — not financial advice
FIS (Fidelity National Information Services) trades at $40.58, down 3.22% on the day, with a bearish technical signal and neutral oscillators. The company shows improving fundamentals with Q1 2026 EPS beating expectations at $1.36 versus $1.29, and analyst consensus remains strong with 21 Buy ratings and a $52.57 price target. Recent business developments include winning Frankfurt International Bank as a cloud banking client and receiving industry awards for AI-embedded risk technology.
The outlook presents a value opportunity with a low P/E of 7.97 and improving profit margins, though execution risks persist from the Worldpay divestiture and net cash flow volatility. Upside potential exists if the company capitalizes on its $42 billion market opportunity in digital payments and maintains its recent earnings momentum.
Cloudflare (NET) trades at $281.69, up 4.54% with strong technical momentum as it approaches resistance near $285. The stock shows consistent earnings beats but remains unprofitable with negative net margins of -3.72%. Recent analyst upgrades highlight Cloudflare's strategic positioning in AI and cybersecurity infrastructure, though valuation metrics remain elevated with P/S of 41.06 and EV/EBITDA of 698.2.
The outlook remains cautiously optimistic given strong revenue growth trajectory and AI integration potential, but investors face significant valuation risk and ongoing profitability challenges. Analyst consensus favors bullish sentiment with 72.5% buy ratings, though current price exceeds the $261 consensus target, suggesting near-term consolidation potential.
Trailing returns across standard periods
Latest headlines on both assets
Fidelity National Information Services' legacy operations provide core and payment processing services to banks, but its business has expanded over time. By acquiring Sungard in 2015, the company now provides record-keeping and other services to investment firms. With the acquisition of Worldpay in 2019, FIS now provides payment processing services for merchants and holds leading positions in the United States and United Kingdom. About a fourth of revenue is generated outside North America.
Read more on FIS →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 →