Compare · FTNT vs NET
FTNT vs NET
Side-by-side comparison of Fortinet Inc. (FTNT) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both companies sit in the Technology sector. FTNT focuses on Computer peripheral equipment, while NET focuses on Computer Software: Prepackaged Software.
- NET is the larger of the two at $112.89B, about 1.2x FTNT ($94.12B).
- Over the past year, FTNT is up 53.2% and NET is up 33.6% - FTNT leads by 19.6 points.
- FTNT has been more active in the news (15 items in the past 4 weeks vs 14 for NET).
- Both have 25 recent analyst ratings on file.
- Company
- Fortinet Inc.
- Cloudflare Inc.
- Price
- -
- -
- Market cap
- $94.12B
- $112.89B
- 1M return
- -32.82%
- -9.73%
- 1Y return
- +53.15%
- +33.59%
- Industry
- Computer peripheral equipment
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2009
- 2019
- News (4w)
- 15
- 14
- Recent ratings
- 25
- 25
Fortinet Inc.
Fortinet, Inc. provides broad, integrated, and automated cybersecurity solutions in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It offers FortiGate hardware and software licenses that provide various security and networking functions, including firewall, intrusion prevention, anti-malware, virtual private network, application control, web filtering, anti-spam, and wide area network acceleration. The company also provides FortiSwitch product family that offers secure switching solutions for connecting customers their end devices; FortiAP product family, which provides secure wireless networking solutions; FortiExtender, a hardware appliance; FortiAnalyzer product family, which offers centralized network logging, analyzing, and reporting solutions; and FortiManager product family that provides central and scalable management solution for its FortiGate products. It offers FortiWeb product family provides web application firewall solutions; FortiMail product family that secure email gateway solutions; FortiSandbox technology that delivers proactive detection and mitigation services; FortiClient that provides endpoint protection with pattern-based anti-malware, behavior-based exploit protection, web-filtering, and an application firewall; FortiToken and FortiAuthenticator product families for multi-factor authentication to safeguard systems, assets, and data; and FortiEDR/XDR, an endpoint protection solution that provides both comprehensive machine-learning anti-malware execution and real-time post-infection protection. The company provides security subscription, technical support, professional, and training services. It sells its security solutions to channel partners and directly to various customers in telecommunications, technology, government, financial services, education, retail, manufacturing, and healthcare industries. It has strategic alliance with Linksys. The company was founded in 2000 and is headquartered in Sunnyvale, 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 FTNT
- Fortinet and Equinix Secure Distributed AI at Scale
- Fortinet upgraded by Daiwa Securities with a new price target
- Earnings Gaps and a Lost 50-Day Line Set the Levels Chart Watchers Have Circled
- Chief Operating Officer Whittle John converted options into 4,572 shares and covered exercise/tax liability with 2,309 shares, increasing direct ownership by 2% to 99,250 units (SEC Form 4) to satisfy withholding tax
- President & CEO Xie Ken exercised 168,094 shares at a strike of $21.11, covered exercise/tax liability with 6,611 shares and sold $20,880,684 worth of shares (161,483 units at $129.31) as part of a pre-agreed trading plan (SEC Form 4) to satisfy withholding tax
- VP, Engineering & CTO Xie Michael converted options into 6,305 shares, covered exercise/tax liability with 3,184 shares and sold $404,125 worth of shares (3,121 units at $129.49) as part of a pre-agreed trading plan (SEC Form 4) to cover taxes
- Chief Financial Officer Ohlgart Christiane converted options into 1,636 shares and covered exercise/tax liability with 777 shares, increasing direct ownership by 8% to 11,204 units (SEC Form 4) (tax liability)
- SEC Form 10-Q filed by Fortinet Inc.
- Fortinet downgraded by BofA Securities with a new price target
- SEC Form 8-K filed by Fortinet Inc.
Latest NET
- Cloudflare upgraded by DZ Bank with a new price target
- Wall Street's Four Main Benchmarks Start the Week Higher as Inflation Data Nears
- SEC Form 10-Q filed by Cloudflare Inc.
- Cloudflare Appoints Christian Smith as President of Revenue
- Cloudflare Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits
- Cloudflare Announces Third Quarter 2026 Financial Results
- Post-Quantum Deadlines Start in 2027, and the Race to Upgrade Encryption Is Already On
- SentinelOne Wins Cloudflare’s 2026 Technology Ecosystem Partner of the Year Award
- Cloudflare upgraded by Analyst with a new price target
- More than 10 Million Developers Are Building on Cloudflare