Cloudflare, Inc. (NET) Competitors & Peers

The 5 largest companies in the same industry as Cloudflare, Inc., by market value — each comparable links to its own dossier. Numbers are code-computed, never estimated.

How we identify peers ↗

Ticker	Relationship	Price	Comparables
MSFT	Peer	$547.08	P/E 28.6RSI 56Cap 4.06 T
PLTR	Peer	$170.64	P/E 120.2RSI 41Cap 411.2 B
ORCL	Peer	$119.92	P/E 18.8RSI 42Cap 344.9 B
CRWD	Peer	$229.39	P/E 4587.8RSI 36Cap 224.9 B
PANW	Competitor	$332.55	P/E 831.4RSI 38Cap 271.4 B

How these relationships were derived

Every relationship below carries its provenance. A confirmed edge is sourced from a public filing or disclosure and links to it; an AI-inferred edge is surfaced by the relationship model and is unverified — shown for color, not as evidence.

Model-inferred relationships (unverified)

Suggested by the relationship model, with no public source on file. Treat each as a lead worth checking, not as evidence.

AKAMCompetitor
Cloudflare + Akamai compete in CDN + edge security.
Model-inferred, unverified — treat as a lead, not evidence
FSLYCompetitor
Competes directly in CDN caching, secure DNS, and edge-native serverless compute environments.
Model-inferred, unverified — treat as a lead, not evidence
AMZNCompetitor
Cloudflare + AWS CloudFront compete in CDN.
Model-inferred, unverified — treat as a lead, not evidence
VRSNCompetitor
Competes in DNS resolution, security, and registry services.
Model-inferred, unverified — treat as a lead, not evidence
ZSCompetitor
Cloudflare One + Zscaler ZIA overlap.
Model-inferred, unverified — treat as a lead, not evidence
GOOGLCompetitor
Cloudflare competes with Google Cloud CDN + edge.
Model-inferred, unverified — treat as a lead, not evidence
PANWCompetitor
Cloudflare + Palo Alto SASE overlap.
Model-inferred, unverified — treat as a lead, not evidence
OPENAIPartner
Cloudflare Workers AI hosts portions of OpenAI ChatGPT search backend.
Model-inferred, unverified — treat as a lead, not evidence