Cloudflare Inc vs ON Holding AG — how do they compare? Cloudflare Inc trades at $315.15 (market cap $101.23B), while ON Holding AG trades at $27.1 (market cap $9.11B). The key difference: Cloudflare Inc is far larger — about 11.1× ON Holding AG's market cap, and Cloudflare Inc is trading nearer its 52-week high, ON Holding AG nearer its low. Which is the better fit depends on your goals.
| NET | ONON | |
|---|---|---|
Market Cap | $101.23B | $9.11B |
Sector | Technology | Technology |
52-Week High | $330.74 | $50.63 |
52-Week Low | $160.16 | $26.84 |
Enterprise Value | $100.60B | $8.25B |
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.
ONON trades at $27.27, down 2.57% on the day, with a bearish technical signal despite recent earnings beats. The stock shows strong fundamentals with a 64.82% gross margin and 12.3% net income margin, while analyst consensus remains optimistic with a $45.67 price target. Recent news highlights robust APAC growth but notes tariff and cost risks.
Outlook is mixed: strong DTC growth and margin expansion support upside, but near-term headwinds include U.S. tariffs and wholesale restraint. The stock's current valuation near support levels may offer entry points for long-term investors despite technical weakness.
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 →ON Holding AG is a Swiss sports company primarily known for its high-performance running shoes, apparel, and accessories under the 'On' brand. The company emphasizes a blend of high-end design, proprietary cloud technology (like CloudTec cushioning), and sustainability in its products. On has rapidly gained market share globally, appealing to both competitive athletes and general consumers in the performance and lifestyle footwear segments.
Read more on ONON →