Cloudflare Inc vs Wayfair Inc — how do they compare? Cloudflare Inc trades at $271.31 (market cap $96.69B), while Wayfair Inc trades at $84.8 (market cap $11.58B). The key difference: Cloudflare Inc is far larger — about 8.3× Wayfair Inc's market cap, and Cloudflare Inc is trading nearer its 52-week high, Wayfair Inc nearer its low. Which is the better fit depends on your goals.
| NET | W | |
|---|---|---|
Market Cap | $96.69B | $11.58B |
Sector | Technology | Consumer Cyclical |
52-Week High | $281.69 | $119.05 |
52-Week Low | $160.16 | $56.42 |
Enterprise Value | $96.05B | $14.16B |
Signals from Pluang's Aura AI — not financial advice
Cloudflare (NET) trades at $272.20, down 1.95% over 24 hours, with a bullish technical outlook and strong analyst support. The stock shows consistent earnings beats but remains unprofitable, with a negative net income margin of -3.72% despite robust revenue growth to $2.17 billion in 2025. Operating cash flow improved to $603 million, though high valuation multiples like P/S of 40.96 and EV/EBITDA of 696.61 reflect premium pricing. Recent news highlights institutional interest and cybersecurity sector tailwinds.
Outlook is cautiously optimistic given analyst consensus of 72.5% buy ratings and a $271 price target near current levels. Key opportunities include AI-driven cybersecurity demand and revenue momentum, but risks encompass persistent losses, elevated debt, and competitive pressures. Investors should weigh growth potential against profitability challenges and market volatility.
No Aura AI signal available yet.
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 →Wayfair is a global leader in home goods, operating a massive digital marketplace that connects millions of consumers with thousands of suppliers. It utilizes an asset-light, inventory-light model combined with a proprietary logistics network (CastleGate) and an accelerating brick-and-mortar presence to deliver an end-to-end shopping experience for everything from decor to full home renovations.
Read more on W →