Cloudflare Inc vs United Parcel Service Inc — how do they compare? Cloudflare Inc trades at $314.06 (market cap $101.23B), while United Parcel Service Inc trades at $99.67 (market cap $85.49B). The key difference: Cloudflare Inc is the larger of the two by market cap, and United Parcel Service Inc pays a 6.53% dividend while Cloudflare Inc pays none. Which is the better fit depends on your goals.
| NET | UPS | |
|---|---|---|
Market Cap | $101.23B | $85.49B |
Sector | Technology | Industrials |
52-Week High | $330.74 | $120.00 |
52-Week Low | $160.16 | $82.58 |
Enterprise Value | $100.60B | $109.51B |
Volume | — | 2,288,643 |
Dividend Yield | — | 6.53% |
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.
UPS trades at $100.48, down 1.78% on the day, with technical indicators showing bearish momentum as the stock tests key support levels. Fundamentally, the company maintains solid profitability with 5.08% net margin and 29.66% ROE, though revenue has declined from $100.3B in 2022 to $88.7B in 2025. Recent strategic moves include a $2B+ global investment initiative and executive leadership restructuring announced in August 2026.
The stock presents a mixed outlook with attractive valuation (P/E 18.68, below industry average) and strong dividend yield, but faces headwinds from declining revenue trends and competitive pressures. Analyst consensus leans neutral with $117.90 price target suggesting 17% upside potential, though execution risks on the new operating model and dividend sustainability concerns warrant caution.
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 →United Parcel Service, Inc. (UPS) delivers packages and documents throughout the United States and in other countries and territories. The Company also provides global supply chain services and less-than-truckload transportation, primarily in the US UPS's business consists of integrated air and ground pick-up and delivery network
Read more on UPS →