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Compare · MSTR vs NET

MSTR vs NET

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

Summary

  • Both MSTR 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 3.0x MSTR ($33.24B).
  • Over the past year, MSTR is down 77.7% and NET is up 40.4% - NET leads by 118.2 points.
  • NET has been more active in the news (26 items in the past 4 weeks vs 6 for MSTR).
  • NET has more recent analyst coverage (25 ratings vs 24 for MSTR).
PerformanceMSTR-77.74%NET+40.42%
2025-07-21+0.00%2026-07-17
MetricMSTRNET
Company
Strategy Inc
Cloudflare Inc.
Price
$94.91+0.96%
$277.63+1.93%
Market cap
$33.24B
$98.14B
1M return
-22.82%
+20.23%
1Y return
-77.74%
+40.42%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NASDAQ
NYSE
IPO
1998
2019
News (4w)
6
26
Recent ratings
24
25
MSTR

Strategy Inc

MicroStrategy Incorporated provides enterprise analytics software and services worldwide. It offers MicroStrategy 2021, an enterprise platform, which provides a modern analytics experience by delivering insights across multiple devices to users via hyperintelligence products, visualization and reporting capabilities, mobility features, and custom applications developed on the platform; analysts and data scientists with seamless access to trusted, governed data directly within their tools; and APIs and gateways, multiple deployment options, enterprise semantic graph, scalability, and security. The company also provides MicroStrategy Support that helps customers to achieve their system availability and uptime goals, and to improve the overall experience through highly responsive troubleshooting and proactive technical product support. In addition, it offers MicroStrategy Consulting that provides customers with architecture and implementation services to help them quickly realize results, and helps to achieve returns on investment derived from understanding of data; and MicroStrategy Education that offers free and paid learning options. The company provides its services through enterprise sales force and channel partners. It serves companies from a range of industries, including retail, consulting, technology, manufacturing, finance, banking, insurance, healthcare, education, and telecommunications, as well as the public sector. The company was founded in 1989 and is headquartered in Tysons Corner, Virginia.

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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