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Compare · CFLT vs NET

CFLT vs NET

Side-by-side comparison of Confluent Inc. (CFLT) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both CFLT and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $98.14B, about 5.9x CFLT ($16.61B).
  • Over the past year, CFLT is up 21.6% and NET is up 40.4% - NET leads by 18.8 points.
  • NET has hit the wire 26 times in the past 4 weeks while CFLT has been quiet.
  • Both have 25 recent analyst ratings on file.
PerformanceCFLT+21.60%NET+41.36%
2025-07-21+0.00%2026-03-16
MetricCFLTNET
Company
Confluent Inc.
Cloudflare Inc.
Price
$31.00+1.09%
$277.63+1.93%
Market cap
$16.61B
$98.14B
1M return
+1.52%
+20.23%
1Y return
+21.60%
+40.42%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NASDAQ
NYSE
IPO
2021
2019
News (4w)
0
26
Recent ratings
25
25
CFLT

Confluent Inc.

Confluent, Inc. engages in developing cloud-native platform for data-in-motion that helps companies to connect their applications around real-time streams in the United States and internationally. The company offers Apache Kafka, a community distributed event streaming platform. Its products also include Confluent Cloud, a managed cloud-native service for Apache Kafka to connect and process data of user companies; Confluent platform, a self-managed platform to connect, process, and react to data in real-time for streaming data from across the organization for customer experiences and data-driven operations; ksqlDB that enables users to build real-time applications; and Confluent hub. The company's solutions also include insurance, automotive, technology, fraud detection, customer 360, messaging modernization, streaming ETL, event-driven microservices, mainframe offload, SIEM optimization, bridge to cloud, and internet of things. It also provides professional services and tools for Confluent customers to help in streaming platform adoption; and training and certification programs for Confluent education. The company serves financial services, gaming, government, manufacturing, media and entertainment, and retail and eCommerce industries. It has a strategic alliance with Microsoft. The company was formerly known as Infinitem, Inc. and changed its name to Confluent, Inc. in September 2014. Confluent, Inc. was incorporated in 2014 and is headquartered in Mountain View, California.

NET

Cloudflare Inc.

CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

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