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CloudflareNET

Cloud security · NYSE · USA

$341.89
Down 0.3% todayClose

Up 74.0% this year and +44.1% since June 26, ahead of the defense sector at +14.0%. Cloudflare buys from 1 mapped company.

Market cap
$121B
This year
+74.0%
1 year
+57.8%
P/E
n/a
P/S
48.2
P/B
74.8

Price vs the defense sector

since Jun 26NETDefense sector, equal weight
Cloudflare (NET) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. NET: +44.1% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8NET +44.1%Sector +14.0% Cloudflare (NET) vs the Defense sector indexDaily closes from Jun 26, 2026 to Oct 8, 2026, each line rebased to its own first value. NET: +44.1% from Jun 26, 2026 to Oct 8, 2026. Defense sector index: +14.0% from Jun 26, 2026 to Oct 8, 2026.0%+20%+40%Jun 26AugSepOct 8NET+44.1%Sector+14.0%

Supply chain

1 supplier
SUPPLIERS →→ CUSTOMERSOkta (OKTA)OKTAOkta+1.0%None mappedNETCloudflare

Suppliers 1

Open the full chain →

About Cloudflare

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.

Theme exposure

Web securityZero trustEdge infrastructure

Products

  • DDoS & web security
  • Zero trust access
  • Edge network

Competitors

Risks

  • High valuation
  • Usage-based revenue

Same segment: Cloud security

Zero trust and cloud-delivered security, protecting cloud workloads and access. Segment 10 of 14 in the Defense, security & space value chain.

ZscalerZS+1.5%

Compare NET

Side by side with the largest companies in the same segment.

NET vs ZS

See where Cloudflare sits in the full Defense, security & space map: every segment from upstream suppliers to end markets, with daily metrics.

Open the Defense value chain →