Compare · ESTC vs NET
ESTC vs NET
Side-by-side comparison of Elastic N.V. (ESTC) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ESTC 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 15.3x ESTC ($6.40B).
- Over the past year, ESTC is down 29.1% and NET is up 40.4% - NET leads by 69.5 points.
- NET has been more active in the news (26 items in the past 4 weeks vs 3 for ESTC).
- Both have 25 recent analyst ratings on file.
- Company
- Elastic N.V.
- Cloudflare Inc.
- Price
- $61.55-0.97%
- $277.63+1.93%
- Market cap
- $6.40B
- $98.14B
- 1M return
- +2.35%
- +20.23%
- 1Y return
- -29.12%
- +40.42%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 2018
- 2019
- News (4w)
- 3
- 26
- Recent ratings
- 25
- 25
Elastic N.V.
Elastic N.V., a search company, delivers technology that enables users to search through structured and unstructured data for a range of consumer and enterprise applications. It primarily offers Elastic Stack, a set of software products that ingest and store data from various sources and formats, as well as perform search, analysis, and visualization. The company's Elastic Stack product comprises Elasticsearch, a distributed, real-time search and analytics engine, and data store for various types of data, including textual, numerical, geospatial, structured, and unstructured; Kibana, a user interface, management, and configuration interface for the Elastic Stack; Beats, a single-purpose data shippers for sending data from edge machines to Elasticsearch or Logstash; Elastic Agent that includes integrated host protection and central management services; and Logstash, a data processing pipeline for ingesting data into Elasticsearch or other storage systems. It also provides software solutions on the Elastic Stack that address cases, including app search, site search, workplace search, logging, metrics, application performance management, business analytics, and security analytics. Its products are used by individual developers and organizations of a range of industries. Elastic N.V. has a strategic partnership with Confluent, Inc. to enhance existing product integrations and jointly develop new capabilities that helps users to combine the benefits of the Elastic Stack and Kafka. The company was incorporated in 2012 and is headquartered in Mountain View, California.
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.
Latest ESTC
- Elastic Recognized as a Leader for the Third Consecutive Year in the Gartner® Magic Quadrant™ for Observability Platforms
- Elastic Security Achieves Industry’s Only 100% Malware Protection Score in AV-Comparatives 2026 Business Security Test
- Elastic Delivers Best-in-Class Metrics With Native Prometheus Support and Agentic Investigation Experiences
- Elastic N.V. filed SEC Form 8-K: Costs Associated with Exit or Disposal Activities, Leadership Update
- Elastic Named a Leader in the IDC MarketScape: Worldwide SIEM 2026
- Elastic Named a Strong Performer in Extended Detection And Response Platforms, Q2 2026
- Chief Executive Officer Kulkarni Ashutosh sold $2,447,008 worth of Ordinary Shares (40,373 units at $60.61) and was granted 259,980 units of Ordinary Shares, increasing direct ownership by 54% to 628,752 units (SEC Form 4) to cover withholding tax
- Chief Financial Officer Welihinda Navam was granted 101,468 units of Ordinary Shares and sold $785,566 worth of Ordinary Shares (12,961 units at $60.61), increasing direct ownership by 73% to 209,254 units (SEC Form 4) to cover taxes
- Chief Product Officer Exner Ken sold $1,118,194 worth of Ordinary Shares (18,449 units at $60.61) and was granted 155,758 units of Ordinary Shares, increasing direct ownership by 62% to 360,037 units (SEC Form 4) (for withholding tax)
- Chief Legal Officer Herzog Carolyn was granted 52,325 units of Ordinary Shares and sold $574,886 worth of Ordinary Shares (9,485 units at $60.61), increasing direct ownership by 50% to 128,439 units (SEC Form 4) to satisfy withholding obligation
Latest NET
- Chief Financial Officer Seifert Thomas J covered exercise/tax liability with 2,943 shares, converted options into 10,000 shares and sold $2,769,195 worth of shares (10,000 units at $276.92) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 113,790 units (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Ottawa Just Picked This Small Canadian Company to Represent Its Quantum Technology in Europe
- SEC Form 4 filed by President and Board Co-Chair Zatlyn Michelle
- President and Board Co-Chair Zatlyn Michelle converted options into 99,064 shares and sold $27,419,061 worth of shares (99,064 units at $276.78) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Date of Second Quarter 2026 Financial Results
- Cloudflare Introduces Precursor; One-Click Behavioral Defense Against Modern Bots
- Director Ledbetter Carl sold $1,340,547 worth of shares (5,000 units at $268.11) as part of a pre-agreed trading plan (SEC Form 4)
- Cloudflare Announces Research Pilot with OpenAI
- Director Graham-Cumming John exercised 2,520 shares at a strike of $44.72 and sold $623,156 worth of shares (2,520 units at $247.28) as part of a pre-agreed trading plan (SEC Form 4)