Cloudflare Inc vs Old Dominion Freight Line Inc — how do they compare? Cloudflare Inc trades at $315.15 (market cap $101.23B), while Old Dominion Freight Line Inc trades at $182.25 (market cap $38.77B). The key difference: Cloudflare Inc is far larger — about 2.6× Old Dominion Freight Line Inc's market cap, and Old Dominion Freight Line Inc pays a 0.62% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| NET | ODFL | |
|---|---|---|
Market Cap | $101.23B | $38.77B |
Sector | Technology | Industrials |
52-Week High | $330.74 | $248.73 |
52-Week Low | $160.16 | $126.29 |
Enterprise Value | $100.60B | $38.51B |
Dividend Yield | — | 0.62% |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $284.41, up 1.97% with strong analyst support (72.5% buy ratings) and a $342.74 consensus price target. Recent partnerships with OpenAI and AI security innovations drive momentum, though negative net margins and premium valuations (P/S 39.82) pose challenges. Technical indicators show neutral signals with support at $275 and resistance at $292.
Outlook remains growth-focused with AI-driven revenue potential, but profitability concerns and high valuation multiples require careful monitoring. The stock offers upside from analyst targets but faces execution risks in competitive cybersecurity markets.
ODFL trades at $187.01, up 0.61% on the day, with a bearish technical signal but strong fundamentals including a 19.44% net income margin and consistent earnings beats. Recent news highlights institutional buying and sustainability reporting, while August LTL revenue per day rose 12.4% year-over-year (Business Wire, 2026-09-03).
The outlook is mixed: high valuation ratios (P/E 35.96) and declining revenue trends pose risks, but analyst consensus targets $238.73 with a buy rating from 36% of coverage. Upside hinges on freight recovery and cost discipline, while competition and economic sensitivity are key concerns.
Trailing returns across standard periods
Latest headlines on both assets
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 →Old Dominion Freight Line is the fourth-largest less-than-truckload carrier in the United States, with more than 240 service centers and 9,200-plus tractors. OD is by far one of the most disciplined and efficient providers in the trucking industry, and its profitability and capital returns stand head and shoulders above its peers. Strategic initiatives revolve around increasing network density through market share gains and maintaining industry-leading service via consistent infrastructure investment.
Read more on ODFL →