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NET vs OKTA

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

Summary

  • Both NET and OKTA operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $123.81B, about 3.1x OKTA ($39.60B).
  • Over the past year, NET is up 49.1% and OKTA is up 139.7% - OKTA leads by 90.7 points.
  • NET has been more active in the news (8 items in the past 4 weeks vs 6 for OKTA).
  • Both have 25 recent analyst ratings on file.
PerformanceNET+49.06%OKTA+139.73%
2025-10-15+0.00%2026-10-14
MetricNETOKTA
Company
Cloudflare Inc.
Okta Inc.
Price
$324.38-6.70%
$211.93-6.45%
Market cap
$123.81B
$39.60B
1M return
-0.84%
+11.26%
1Y return
+49.06%
+139.73%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NASDAQ
IPO
2019
2017
News (4w)
8
6
Recent ratings
25
25
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.

OKTA

Okta Inc.

Okta, Inc. provides identity management platform for enterprises, small and medium-sized businesses, universities, non-profits, and government agencies in the United States and internationally. The company offers Okta Identity Cloud, a platform that offers a suite of products to manage and secure identities, such as Universal Directory, a cloud-based system of record to store and secure user, application, and device profiles for an organization; and Single Sign-On that enables users to access their applications in the cloud or on-premise from various devices with a single entry of their user credentials. It also provides Adaptive Multi-Factor Authentication, a product that provides an additional layer of security for cloud, mobile, and Web applications, as well as for data; Lifecycle Management, which enables IT organizations or developers to manage a user's identity throughout its lifecycle; API Access Management that enables organizations to secure APIs; Advanced Server Access to secure cloud infrastructure; and Access Gateway that enables organizations to extend the Okta Identity Cloud from the cloud to their existing on-premise applications. In addition, the company offers customer support and training, and professional services. Okta, Inc. sells its products directly to customers through sales force, as well as through channel partners. The company was formerly known as Saasure, Inc. Okta, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

Latest NET

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