Cloudflare Inc vs Zoom Video Communications, Inc. — how do they compare? Cloudflare Inc trades at $313 (market cap $101.23B), while Zoom Video Communications, Inc. trades at $96.82 (market cap $28.14B). The key difference: Cloudflare Inc is far larger — about 3.6× Zoom Video Communications, Inc.'s market cap, and Cloudflare Inc is trading nearer its 52-week high, Zoom Video Communications, Inc. nearer its low. Which is the better fit depends on your goals.
| NET | ZM | |
|---|---|---|
Market Cap | $101.23B | $28.14B |
Sector | Technology | Technology |
52-Week High | $330.74 | $111.88 |
52-Week Low | $160.16 | $72.72 |
Enterprise Value | $100.60B | $20.95B |
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.
Zoom (ZM) trades at $96.44, down 4.83% on the day, amid a bearish technical signal and soft Q3 profit guidance that overshadowed a Q2 earnings beat. The stock shows strong fundamentals with a P/E of 8.95, net income margin of 65.19%, and positive cash flow trends, but faces near-term pressure from investor concerns over growth outlook. Recent board appointments and enterprise revenue strength provide some optimism.
The outlook is mixed; solid profitability and low valuation offer upside potential toward the $119.63 consensus price target, but risks include competitive pressures and execution on guidance. Analyst sentiment is cautious with 55.1% hold ratings, reflecting uncertainty around future growth catalysts versus current operational resilience.
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 →Zoom Video Communications, Inc. develops a people-centric cloud service that transforms real-time collaboration experience. The Company offers unified meeting experience, a cloud service that provides a 3-in-1 meeting platform with HD video conferencing, mobility, and web meetings. Zoom Video Communications serves customers worldwide.
Read more on ZM →