Compare Cloudflare Inc (NET) vs Palo Alto Networks Inc (PANW) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Cloudflare Inc vs Palo Alto Networks Inc — how do they compare? Cloudflare Inc trades at $344.35 (market cap $121.74B), while Palo Alto Networks Inc trades at $403 (market cap $331.76B). The key difference: Palo Alto Networks Inc is far larger — about 2.7× Cloudflare Inc's market cap, and Palo Alto Networks Inc is more actively traded (3,886,927 versus 2,433,002). Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and Palo Alto Networks Inc for 82 Days on average.
| NET | PANW | |
|---|---|---|
Market Cap | $121.74B | $331.76B |
Volume | 2,433,002 | 3,886,927 |
Sector | Technology | Technology |
52-Week High | $359.60 | $419.91 |
52-Week Low | $160.16 | $141.67 |
Typical Hold Time | 61 Days | 82 Days |
Enterprise Value | $121.11B | $331.19B |
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Aura AI Summary
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $342.82, down 3.44% on the day, as the stock consolidates near recent highs. The company continues to demonstrate strong revenue growth with 2025 revenue reaching $2.17 billion, though profitability remains elusive with a net income margin of -8.21%. Recent product launches including Cloudflare Basin and partnerships with Deutsche Telekom highlight ongoing innovation. Technical indicators show a bullish trend with the current price trading between support at $340 and resistance at $348.
While Cloudflare shows impressive revenue momentum and strong analyst support (71% buy ratings), investors face valuation concerns with elevated P/S ratio of 48x and persistent losses. The stock's outlook depends on continued enterprise adoption and path to profitability, with key risks including competitive pressure and high growth expectations priced in.
Palo Alto Networks (PANW) trades at $405.41, down 3.45% today but remains near recent highs, supported by strong technical and fundamental momentum. The stock shows bullish moving average signals and has consistently beaten earnings estimates in recent quarters. Revenue growth is robust, climbing from $5.5B in 2022 to $9.2B in 2025, though net margins have fluctuated. Positive sentiment is driven by AI-driven cybersecurity demand and platformization strategy gains.
Outlook: PANW offers growth exposure to the expanding cybersecurity market, with AI integration as a key catalyst. Risks include premium valuation multiples, rising costs, and competitive pressures. Analyst consensus is strongly bullish with a $398.70 price target, but investors should weigh high P/S and EV/EBITDA ratios against growth prospects.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Top news
Latest headlines on both assets
Top news
Latest headlines on both assets
About Cloudflare Inc
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 →About Palo Alto Networks Inc
Palo Alto Networks is a pure-play cybersecurity vendor that sells security appliances, subscriptions, and support into enterprises, government entities, and service providers. The company's product portfolio includes firewall appliances, virtual firewalls, endpoint protection, cloud security, and cybersecurity analytics. The Santa Clara, California, firm was established in 2005 and sells its products worldwide.
Read more on PANW →
