Sectivia

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 4.2× larger than Zscaler by market cap; year to date, Cloudflare leads (+36.1% vs −38.1%).

Side by side

NETZS
Market cap$94.9B$22.9B
Price$268.40$139.27
Today−2.7%−5.3%
Return YTD+36.1%−38.1%
Return 1Y+47.5%−53.0%
P/E
P/S40.87.2
P/B62.29.7

Data as of 2026-07-11 · updates daily after U.S. close

The two companies

CloudflareNET

NYSE · USA

Global network protecting and accelerating websites and applications — DDoS defense, zero trust and edge services.

Web securityZero trustEdge infrastructure
Full NET profile →

ZscalerZS

NASDAQ · USA

Zero trust security delivered from the cloud — inspects all traffic between users, apps and services.

Zero trustCloud securityCritical infrastructure
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 →