Cloudflare Inc vs Okta, Inc. — how do they compare? Cloudflare Inc trades at $343.25 (market cap $122.12B), while Okta, Inc. trades at $221.54 (market cap $38.11B). The key difference: Cloudflare Inc is far larger — about 3.2× Okta, Inc.'s market cap, and Cloudflare Inc is more actively traded (2,321,930 versus 2,259,293). Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and Okta, Inc. for 44 Days on average.
| NET | OKTA | |
|---|---|---|
Market Cap | $122.12B | $38.11B |
Volume | 2,321,930 | 2,259,293 |
Sector | Technology | Technology |
52-Week High | $359.60 | $220.21 |
52-Week Low | $160.16 | $62.93 |
Typical Hold Time | 61 Days | 44 Days |
Enterprise Value | $121.49B | $35.86B |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $341.70, down 3.75% on the day, with a bullish technical signal from moving averages and neutral oscillators. Revenue growth is strong, reaching $2.17 billion in 2025, but the company remains unprofitable with a net income margin of -8.21%. Recent news highlights product launches like Cloudflare Basin and partnerships, such as with Deutsche Telekom, driving positive sentiment. The stock is near its 52-week high, reflecting investor optimism around its AI and security offerings.
Outlook is mixed: robust revenue growth and analyst bullishness (70.7% buy ratings) support upside, but high valuations (P/S of 48.03) and persistent losses pose risks. Investors should weigh growth potential against profitability challenges and market volatility.
OKTA trades at $220.21, up 0.7% with strong technical momentum and bullish moving averages. The company shows improving fundamentals with revenue growth from $2.3B to $2.6B and a return to profitability in 2025. Recent earnings beats and positive analyst sentiment (73.6% buy ratings) support the bullish case, though high valuation multiples and insider selling present cautionary notes.
Outlook remains positive with AI security initiatives driving growth potential, but investors face valuation risks at current levels. The stock trades above consensus price target, suggesting limited near-term upside despite strong operational improvements and market positioning in the cybersecurity sector.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Okta is a cloud-native security company that focuses on identity and access management. The San Francisco-based firm went public in 2017 and focuses on two key client stakeholder groups: workforces and customers. Okta's workforce offerings enable a company's employees to securely access its cloud-based and on-premises resources. The firm's customer offerings allow its clients' customers to securely access the client's applications.
Read more on OKTA →