Cloudflare Inc vs Philip Morris International Inc. — how do they compare? Cloudflare Inc trades at $314.42 (market cap $101.23B), while Philip Morris International Inc. trades at $185.71 (market cap $287.92B). The key difference: Philip Morris International Inc. is far larger — about 2.8× Cloudflare Inc's market cap, and Philip Morris International Inc. pays a 3.18% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| NET | PM | |
|---|---|---|
Market Cap | $101.23B | $287.92B |
Sector | Technology | Consumer Staples |
52-Week High | $330.74 | $200.17 |
52-Week Low | $160.16 | $144.33 |
Enterprise Value | $100.60B | $331.04B |
Dividend Yield | — | 3.18% |
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.
Philip Morris International (PM) trades at $185.71, up 1.74% with a bearish technical signal. Recent earnings show beats in Q1 and Q2 2026, but the company cut its 2026 profit forecast due to a $500 million impairment and cost pressures. Fundamentals remain strong with a 25.56% net margin and $11.35B net income in 2025, though high debt and illicit market growth in Europe pose risks. Analyst consensus is bullish with a $211.17 price target.
The stock offers a solid dividend and brand strength via IQOS, but faces headwinds from currency swings, energy costs, and regulatory challenges. Upside depends on execution amid margin pressure, with the current price near the low end of analyst targets suggesting cautious optimism for long-term investors.
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 →Philip Morris International is an international tobacco company with a product portfolio primarily consisting of cigarettes and reduced-risk products, including heat-not-burn, vapor and oral nicotine products, which are sold in markets outside the United States. The company diversified away from nicotine products with the acquisition of Vectura, a provider of innovative inhaled drug delivery solutions, in 2021.
Read more on PM →