GXO Logistics Inc vs Cloudflare Inc — how do they compare? GXO Logistics Inc trades at $47.98 (market cap $5.52B), while Cloudflare Inc trades at $313.18 (market cap $110.90B). The key difference: Cloudflare Inc is far larger — about 20.1× GXO Logistics Inc's market cap, and Cloudflare Inc is trading nearer its 52-week high, GXO Logistics Inc nearer its low. Which is the better fit depends on your goals.
| GXO | NET | |
|---|---|---|
Market Cap | $5.52B | $110.90B |
Sector | Industrials | Technology |
52-Week High | $65.59 | $311.48 |
52-Week Low | $45.52 | $160.16 |
Enterprise Value | $10.87B | $110.27B |
Signals from Pluang's Aura AI — not financial advice
GXO Logistics trades at $47.98, up 2.17% today, with a bearish technical signal but strong analyst support. The stock shows consistent earnings beats, with Q2 2026 EPS of $0.59 exceeding expectations, and revenue growth to $13.6B in 2026. Recent news highlights CEO commentary on data center growth and business transfers, while margins face pressure.
Outlook is mixed: high P/E of 41.3 suggests premium valuation, but low P/S of 0.4 and 88.9% buy ratings from analysts signal upside potential to a $65.67 consensus target. Risks include margin stagnation and competitive logistics market, requiring monitoring of profit expansion.
Cloudflare (NET) trades at $310.91, up 0.16% with strong technical momentum and bullish moving averages. The company shows robust revenue growth (36% in Q2 2026) and expanding gross margins (72.58%), though it remains unprofitable with a -8.21% net margin. Recent news highlights AI-driven demand and a $2.175 billion convertible note offering, while analyst consensus remains strongly bullish with a $337.10 price target.
The outlook remains positive given strong execution and AI tailwinds, but investors face risks from premium valuation (P/S 42.99), ongoing losses, and competitive pressures. Institutional sentiment is supportive with 72.5% buy ratings, though the stock's proximity to all-time highs warrants caution amid elevated expectations.
Trailing returns across standard periods
Latest headlines on both assets
GXO is the world's largest pure-play contract logistics provider. It offers cutting-edge supply chain solutions, including automated warehousing and fulfillment, for global blue-chip companies.
Read more on GXO →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 →