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 3.5× larger than Zscaler by market cap; year to date, Cloudflare leads (+73.4% vs −3.6%).
Side by side
| NET | ZS | |
|---|---|---|
| Market cap | $129B | $36.7B |
| Price | $360.93 | $233.73 |
| Today | +5.6% | +7.8% |
| Return YTD | +73.4% | −3.6% |
| Return 1Y | +55.4% | −30.9% |
| Since June 26, 2026 | +52.1% | +76.7% |
| P/E | — | — |
| P/S | 51.2 | 10.9 |
| P/B | 79.4 | 14.1 |
Data as of 2026-10-09 · updates daily after U.S. close
Since June 26, 2026: the change in the closing price, from the daily closes Sectivia records itself since that date.
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 →