Compare · NET vs SPSC
NET vs SPSC
Side-by-side comparison of Cloudflare Inc. (NET) and SPS Commerce Inc. (SPSC): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both NET and SPSC operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $115.49B, about 37.6x SPSC ($3.07B).
- Over the past year, NET is up 38.3% and SPSC is down 21.0% - NET leads by 59.3 points.
- NET has been more active in the news (8 items in the past 4 weeks vs 1 for SPSC).
- Both have 25 recent analyst ratings on file.
- Company
- Cloudflare Inc.
- SPS Commerce Inc.
- Price
- $292.50-7.42%
- $84.79-2.35%
- Market cap
- $115.49B
- $3.07B
- 1M return
- -12.48%
- +5.49%
- 1Y return
- +38.30%
- -20.99%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NASDAQ
- IPO
- 2019
- 2010
- News (4w)
- 8
- 1
- 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.
SPS Commerce Inc.
SPS Commerce, Inc. provides cloud-based supply chain management solutions worldwide. It offers solutions through the SPS Commerce, a cloud-based platform that enhances the way retailers, suppliers, grocers, distributors, and logistics firms manage and fulfill orders, administer sell-through performance, and source new items. The company offers Fulfillment solution that provides fulfillment automation and replaces or augments an organization's existing staff and trading partner electronic communication infrastructure by enabling easy compliance with retailers' rulebooks, automatic, and digital exchange of information among numerous trading partners through various protocols, and greater visibility into the journey of an order; and Analytics solution, which consists of data analytics applications that enables customers to enhance their visibility across their supply chains through greater analytics capabilities. It also offers various peripheral solutions, such as assortment solution, which enables accurate order management and rapid fulfillment; and community solution that accelerates vendor onboarding and ensures trading partner adoption of new supply chain requirements. The company sells its solutions through retailer, supplier, and other sales representatives to small- to mid-sized suppliers, as well as retailers, distributors, third-party logistics providers, and other trading partners. The company was formerly known as St. Paul Software, Inc. and changed its name to SPS Commerce, Inc. in May 2001. SPS Commerce, Inc. was incorporated in 1987 and is headquartered in Minneapolis, Minnesota.
Latest NET
- Cloudflare Announces Date of Third Quarter 2026 Financial Results
- SEC Form 4 filed by Cloudflare Inc.
- Cloudflare Launches Basin: A More Open and Accessible Data Platform for Developers
- Cloudflare and Deutsche Telekom Join Forces for a Secure and Resilient Internet
- Cloudflare Announces Public Certificate Authority for the Post-Quantum Web
- Director Ledbetter Carl sold $1,765,750 worth of shares (5,000 units at $353.15) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Chief Financial Officer Seifert Thomas J converted options into 10,000 shares and sold $3,324,617 worth of shares (10,000 units at $332.46) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Crusoe Adds Cloudflare CFO Thomas Seifert, Digital Realty Former CEO Bill Stein, and Redwood Materials Founder and CEO JB Straubel to its Board of Directors
Latest SPSC
- SPS Commerce Announces Date of Third Quarter 2026 Financial Results
- SPS Commerce Brings Network Intelligence to AI, Enabling Supply Chain Leaders to Turn Investment into Insight
- SPS Commerce to Present at Citi's 2026 Global TMT Conference
- Walgreens, US Foods, Petco and More Recognized in the Inaugural Class of Top Supply Chain Leaders by SPS Commerce
- SEC Form SCHEDULE 13G filed by SPS Commerce Inc.
- SEC Form 10-Q filed by SPS Commerce Inc.
- SPS Commerce Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- SPS Commerce Reports Strong Second Quarter 2026 Financial Results
- Amendment: SEC Form 10-Q/A filed by SPS Commerce Inc.
- SPS Commerce downgraded by Morgan Stanley with a new price target