Cloudflare Inc vs Raytheon Technologies Corp — how do they compare? Cloudflare Inc trades at $306.45 (market cap $110.59B), while Raytheon Technologies Corp trades at $223.5 (market cap $302.06B). The key difference: Raytheon Technologies Corp is far larger — about 2.7× Cloudflare Inc's market cap, and Raytheon Technologies Corp pays a 1.3% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| NET | RTX | |
|---|---|---|
Market Cap | $110.59B | $302.06B |
Sector | Technology | Industrials |
52-Week High | $310.40 | $224.12 |
52-Week Low | $160.16 | $151.75 |
Enterprise Value | $109.96B | $332.61B |
Dividend Yield | — | 1.3% |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $300.27, up 5.57% on strong Q2 2026 earnings that beat estimates with 36% revenue growth to $696.1 million. The stock shows bullish technical momentum above key support levels, supported by accelerating AI-driven demand and expanding large customer adoption. Recent FedRAMP High authorization enhances government contract opportunities, while the company maintains robust gross margins of 72.58% despite negative net income margins.
Outlook remains positive with analyst consensus targeting $337.10 (12.3% upside), though high valuation multiples (P/S 42.05) and persistent net losses pose risks. The convertible note offering adds financial flexibility but increases leverage. AI infrastructure demand and market share gains provide growth catalysts, but competitive pressures and execution risks require monitoring.
RTX trades at $223.86, up 0.37% today, with a bullish technical signal and strong analyst consensus of 17 buys and a $233.14 price target. Recent earnings beats and a $515 million Navy radar contract (PRNewsWire, June 3, 2026) highlight operational momentum. Revenue grew to $88.60 billion in 2025, with net income margin improving to 8.28%, though a P/E of 39.46 suggests premium valuation.
The outlook is positive, driven by defense contract wins and earnings growth, but risks include high valuation and geopolitical dependencies. Cash flow trends show strengthening operations, supporting dividend payments and strategic investments.
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 →Raytheon Technologies is a diversified aerospace and defense industrial company formed from the merger of United Technologies and Raytheon, with roughly equal exposure as a supplier to commercial aerospace manufactures and to the defense market as a prime and subprime contractor.
Read more on RTX →