Compare Cloudflare Inc (NET) vs Shopify Inc. (SHOP) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Cloudflare Inc vs Shopify Inc. — how do they compare? Cloudflare Inc trades at $315.14 (market cap $101.23B), while Shopify Inc. trades at $127.06 (market cap $172.54B). The key difference: Shopify Inc. is the larger of the two by market cap, and Cloudflare Inc is trading nearer its 52-week high, Shopify Inc. nearer its low. Which is the better fit depends on your goals.
| NET | SHOP | |
|---|---|---|
Market Cap | $101.23B | $172.54B |
Sector | Technology | Technology |
52-Week High | $330.74 | $179.01 |
52-Week Low | $160.16 | $95.40 |
Enterprise Value | $100.60B | $167.77B |
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 $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.
Shopify (SHOP) trades at $134.10, down 7.57% amid broader market weakness. The stock shows bearish technical signals with key support at $131 and resistance at $140. Fundamentally, revenue growth remains strong at $11.56B in 2025 with improving profitability, though valuation metrics appear elevated with a P/E of 90.6. Recent earnings show mixed results with a Q4 2025 miss but subsequent beats in 2026.
Analyst consensus remains bullish with 67% buy ratings and $167.50 price target, representing 25% upside. Key risks include premium valuation compression and competitive pressures in e-commerce infrastructure. The company's expanding B2B segment and AI integration provide growth catalysts, but investors should weigh rich multiples against execution risks.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
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 Shopify Inc.
Shopify Inc. provides a cloud-based commerce platform. The Company offers a platform for merchants to create an omni-channel experience that helps showcase the merchant's brand.
Read more on SHOP →
