Compare · NET vs PANW
NET vs PANW
Side-by-side comparison of Cloudflare Inc. (NET) and Palo Alto Networks Inc. (PANW): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both companies sit in the Technology sector. NET focuses on Computer Software: Prepackaged Software, while PANW focuses on Computer peripheral equipment.
- PANW is the larger of the two at $273.74B, about 2.4x NET ($112.89B).
- Over the past year, NET is up 33.6% and PANW is up 53.2% - PANW leads by 19.6 points.
- NET has been more active in the news (14 items in the past 4 weeks vs 10 for PANW).
- Both have 25 recent analyst ratings on file.
- Company
- Cloudflare Inc.
- Palo Alto Networks Inc.
- Price
- -
- -
- Market cap
- $112.89B
- $273.74B
- 1M return
- -9.73%
- -15.80%
- 1Y return
- +33.59%
- +53.15%
- Industry
- Computer Software: Prepackaged Software
- Computer peripheral equipment
- Exchange
- NYSE
- NASDAQ
- IPO
- 2019
- News (4w)
- 14
- 10
- Recent ratings
- 25
- 25
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.
Palo Alto Networks Inc.
Palo Alto Networks, Inc. provides cybersecurity platform solutions worldwide. The company provides firewall appliances and software; Panorama, a security management solution for the control of appliances and software deployed on an end-customer's network as a virtual or a physical appliance; and virtual system upgrades, which are available as extensions to the virtual system capacity that ships with physical appliances. It also offers subscription services covering the areas of threat prevention, uniform resource locator filtering, malware and persistent threat, laptop and mobile device protection, and firewall, as well as cyberattacks, threat intelligence, and data loss prevention. In addition, the company provides professional services, including architecture design and planning, configuration, and firewall migration, as well as online and in-classroom education training services, as well as support services. Palo Alto Networks, Inc. sells its products and services through its channel partners, as well as directly to medium to large enterprises, service providers, and government entities operating in various industries, including education, energy, financial services, government entities, healthcare, Internet and media, manufacturing, public sector, and telecommunications. The company was founded in 2005 and is headquartered in Santa Clara, California.
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
Latest PANW
- President Jenkins William D Jr sold $13,381,006 worth of shares (37,992 units at $352.21) as part of a pre-agreed trading plan, decreasing direct ownership by 15% to 217,339 units (SEC Form 4)
- Chief Accounting Officer Paul Josh D. was granted 26,421 shares and covered exercise/tax liability with 13,100 shares, increasing direct ownership by 17% to 91,308 units (SEC Form 4) to satisfy withholding obligation
- EVP Chief Product & Tech Ofcr Klarich Lee was granted 198,152 shares and covered exercise/tax liability with 98,245 shares, increasing direct ownership by 42% to 335,890 units (SEC Form 4) (tax liability)
- President Jenkins William D Jr was granted 264,195 shares, covered exercise/tax liability with 139,000 shares and sold $6,543,020 worth of shares (18,222 units at $359.07) as part of a pre-agreed trading plan, increasing direct ownership by 72% to 255,331 units (SEC Form 4) (withholding obligation)
- Chief Executive Officer Arora Nikesh was granted 1,056,783 units of Phantom Stock (SEC Form 4)
- EVP, Chief Financial Officer Golechha Dipak was granted 132,101 shares and covered exercise/tax liability with 69,389 shares, increasing direct ownership by 53% to 180,462 units (SEC Form 4) to cover taxes
- Palo Alto Networks to Announce Fiscal First Quarter 2027 Financial Results on Wednesday, November 18, 2026
- Palo Alto Networks Recommends Stockholders Reject Mini-Tender Offer by Tutanota LLC
- SEC Form DEF 14A filed by Palo Alto Networks Inc.
- SEC Form DEFA14A filed by Palo Alto Networks Inc.