Cloudflare Inc vs PubMatic Inc — how do they compare? Cloudflare Inc trades at $343.25 (market cap $122.12B), while PubMatic Inc trades at $18.56 (market cap $845.86M). The key difference: Cloudflare Inc is far larger — about 144.4× PubMatic Inc's market cap, and PubMatic Inc is more actively traded (519,667 versus 2,321,930). Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and PubMatic Inc for 40 Days on average.
| NET | PUBM | |
|---|---|---|
Market Cap | $122.12B | $845.86M |
Volume | 2,321,930 | 519,667 |
Sector | Technology | Technology |
52-Week High | $359.60 | $19.18 |
52-Week Low | $160.16 | $6.28 |
Typical Hold Time | 61 Days | 40 Days |
Enterprise Value | $121.49B | $748.99M |
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.
PubMatic (PUBM) trades at $18.68, up 1.8% with bullish technical signals and strong analyst support. The stock shows positive momentum with recent earnings beats and double-digit revenue growth in Q2 2026. Despite negative net margins, the company maintains robust gross margins of 64.43% and positive operating cash flow of $81.06M in 2025. Recent leadership appointments and AI product launches signal strategic growth initiatives.
The outlook remains cautiously optimistic with Wall Street consensus at Buy (64.7%) and $19.89 price target. Key risks include persistent profitability challenges and competitive pressures in digital advertising. The stock's elevated P/E of 132 reflects growth expectations but requires sustained execution to justify valuation.
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 →PubMatic Inc is engaged in the digital advertising business. The company provides a specialized cloud infrastructure platform that enables real-time programmatic advertising transactions. The platform helps independent app developers and publishers to control and maximize their digital advertising businesses.
Read more on PUBM →