Cloudflare Inc vs Sirius XM Holdings Inc — how do they compare? Cloudflare Inc trades at $345.07 (market cap $121.74B), while Sirius XM Holdings Inc trades at $26.52 (market cap $8.87B). The key difference: Cloudflare Inc is far larger — about 13.7× Sirius XM Holdings Inc's market cap, and Sirius XM Holdings Inc pays a 4.1% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and Sirius XM Holdings Inc for 102 Days on average.
| NET | SIRI | |
|---|---|---|
Market Cap | $121.74B | $8.87B |
Volume | 2,433,002 | 4,324,672 |
Sector | Technology | Media |
52-Week High | $359.60 | $32.59 |
52-Week Low | $160.16 | $19.92 |
Typical Hold Time | 61 Days | 102 Days |
Enterprise Value | $121.11B | $18.16B |
Dividend Yield | — | 4.1% |
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.
Sirius XM (SIRI) trades at $25.95, down 1.56% with bearish technical signals despite strong analyst support. The company shows mixed earnings performance with Q1 2026 beating expectations but Q2 2026 missing. Fundamentals reveal solid profitability with 10.23% net margin and attractive valuation at P/E of 10.42. Recent developments include a YouTube partnership and strong cash flow growth highlighted in recent conferences.
The stock presents a value opportunity with significant upside to the $34.43 consensus target, though technical weakness and competitive pressures in audio streaming warrant caution. Strong institutional buying and dividend payments provide support, but execution on advertising growth remains critical for sustained appreciation.
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 →SiriusXM Holdings is now composed of two businesses: SiriusXM and Pandora. SiriusXM transmits music, talk shows, sports, and news via its two satellite radio networks, primarily to consumers in vehicles who pay a subscription fee. The firm's radios come preinstalled on a wide range of light vehicles in the U.S. and Canada. The firm acquired Pandora Media in February 2019 via an all-stock transaction. Pandora is a streaming music platform that offers an ad-supported radio option and a paid on-demand service. Liberty Media owns 80% of SiriusXM, traded through its Liberty SiriusXM Group tracking stock.
Read more on SIRI →