Compare Cloudflare Inc (NET) vs Consumer Discretionary Select Sector SPDR Fund (XLY) Price & Performance
Price performance (Past 24H)
Key statistics
Key statistics
Cloudflare Inc vs Consumer Discretionary Select Sector SPDR Fund — how do they compare? Cloudflare Inc trades at $344.35 (market cap $121.74B), while Consumer Discretionary Select Sector SPDR Fund trades at $112.1 (market cap $21.89B). The key difference: Cloudflare Inc is far larger — about 5.6× Consumer Discretionary Select Sector SPDR Fund's market cap, and Cloudflare Inc is trading nearer its 52-week high, Consumer Discretionary Select Sector SPDR Fund nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Cloudflare Inc for 61 Days and Consumer Discretionary Select Sector SPDR Fund for 114 Days on average.
| NET | XLY | |
|---|---|---|
Market Cap | $121.74B | $21.89B |
Volume | 2,433,002 | 5,690,342 |
Sector | Technology | — |
52-Week High | $359.60 | $124.52 |
52-Week Low | $160.16 | $105.64 |
Typical Hold Time | 61 Days | 114 Days |
Enterprise Value | $121.11B | — |
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 $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.
XLY trades at $111.36, down 0.35% on the day, with mixed technical signals showing a bullish overall trend but bearish moving averages. The ETF has underperformed the consumer staples sector in 2026, declining over 7% year-to-date. Analyst consensus remains strongly positive with 100% buy ratings, though recent news highlights consumer discretionary sector challenges including inflation pressures and selective spending shifts.
The outlook remains cautiously optimistic given strong analyst support and potential benefits from 'funflation' trends, but persistent underperformance versus the S&P 500 and inflation sensitivity pose near-term headwinds. Key risks include consumer spending volatility and sector rotation pressures that could extend the current lagging performance.
Returns comparison
Trailing returns across standard periods
Returns comparison
Trailing returns across standard periods
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
Investor sentiment on Pluang
What Pluang investors did over the last 30 days
No sentiment data available yet.
Top news
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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 Consumer Discretionary Select Sector SPDR Fund
In seeking to track the performance of the index, the fund employs a replication strategy. It generally invests substantially all, but at least 95%, of its total assets in the securities comprising the index. The index includes securities of companies from the following industries: retail; hotels, restaurants and leisure; textiles, apparel and luxury goods; household durables; automobiles; auto components; distributors; leisure products; and diversified consumer services. It is non-diversified.
Read more on XLY →
