Cloudflarevs.Zscaler
NET vs ZS · both in Cloud security, part of the Defense, security & space value chain: Zero trust and cloud-delivered security, protecting cloud workloads and access.
Cloudflare is about 4.3× larger than Zscaler by market cap; year to date, Cloudflare leads (+42.2% vs −21.7%).
Side by side
| NET | ZS | |
|---|---|---|
| Market cap | $118B | $27.4B |
| Price | $277.58 | $168.42 |
| Today | −1.0% | −4.3% |
| Return YTD | +42.2% | −21.7% |
| Return 1Y | +42.9% | −35.4% |
| P/E | — | — |
| P/S | 47.0 | 8.6 |
| P/B | 72.8 | 11.6 |
Data as of 2026-08-26 · updates daily after U.S. close
The two companies
CloudflareNET
Sits in front of websites and applications on a global edge network, absorbing DDoS attacks while making the sites faster. Zero trust access is sold on the same footprint.
Full NET profile →ZscalerZS
All traffic between users and applications is routed through Zscaler's cloud and inspected there. That is the zero trust model, sold as a service.
Full ZS profile →See where NET and ZS sit in the full Defense, security & space map: every segment from suppliers to end markets.Open the Defense value chain →