Cloudflare Inc vs TKO Group Holdings Inc — how do they compare? Cloudflare Inc trades at $315.14 (market cap $101.23B), while TKO Group Holdings Inc trades at $191.08 (market cap $14.28B). The key difference: Cloudflare Inc is far larger — about 7.1× TKO Group Holdings Inc's market cap, and TKO Group Holdings Inc pays a 1.62% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| NET | TKO | |
|---|---|---|
Market Cap | $101.23B | $14.28B |
Sector | Technology | Technology |
52-Week High | $330.74 | $224.96 |
52-Week Low | $160.16 | $176.49 |
Enterprise Value | $100.60B | $18.64B |
Dividend Yield | — | 1.62% |
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.
TKO trades at $195.32, up 5.01% today, with a bullish technical outlook and strong analyst support. Recent Q2 2026 earnings showed revenue growth to $1.5 billion, though EPS missed expectations. The company benefits from media rights strength in UFC and WWE, with revenue projected to rise to $5.3 billion in 2026. Positive sentiment is driven by dividend declarations and conference participation.
The outlook is positive with a consensus price target of $228.17, implying 17% upside. Risks include earnings volatility and competitive pressures in sports entertainment. Institutional ownership trends and bullish analyst ratings (89% buy) support a favorable investment case, but investors should monitor execution on guidance.
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 →TKO Group Holdings is a premium sports and entertainment company that serves as the parent entity for the Ultimate Fighting Championship (UFC) and World Wrestling Entertainment (WWE). Formed through a seismic merger orchestrated by Endeavor, TKO leverages a combined global fanbase of over 1 billion to drive massive revenue through media rights, global live events, and a unified sponsorship platform, effectively monopolizing the professional combat sports landscape.
Read more on TKO →