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.
PerformanceNET+33.59%PANW+53.15%
2025-11-11+0.00%2026-11-11
MetricNETPANW
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
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.

PANW

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.

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