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NET vs SAIL

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

Summary

  • Both NET and SAIL operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $98.14B, about 28.9x SAIL ($3.40B).
  • Over the past year, NET is up 40.7% and SAIL is down 26.4% - NET leads by 67.1 points.
  • NET has been more active in the news (31 items in the past 4 weeks vs 17 for SAIL).
  • Both have 25 recent analyst ratings on file.
PerformanceNET+40.72%SAIL-26.42%
2025-07-18+0.00%2026-07-17
MetricNETSAIL
Company
Cloudflare Inc.
SailPoint Inc.
Price
$277.63+1.93%
$15.68-1.10%
Market cap
$98.14B
$3.40B
1M return
+20.23%
+11.36%
1Y return
+40.72%
-26.42%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NYSE
IPO
2019
2025
News (4w)
31
17
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.

SAIL

SailPoint Inc.

SailPoint Technologies Holdings, Inc. provides enterprise identity security solutions in the United States, Europe, the Middle East, Africa, and internationally. The company offers software and software as a service (SaaS) solutions, which help organizations to govern the digital identities of employees, contractors, business partners, software bots, and other human and non-human users, as well as manage their constantly changing access rights to enterprise applications and data across hybrid IT environments, spanning on-premises, cloud and mobile applications, and file storage platforms. Its solutions include IdentityNow, a cloud-based multi-tenant identity security platform; IdentityIQ, an on-premises identity security solution; and SailPoint Identity Services, a multi-tenant SaaS subscription service. The company sells its products and solutions to commercial enterprises, financial institutions, and governments directly, as well as through system integrators, technology partners, and value-added resellers. SailPoint Technologies Holdings, Inc. was founded in 2004 and is headquartered in Austin, Texas.

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