Join

Compare · NET vs TWLO

NET vs TWLO

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

Summary

  • Both NET and TWLO operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $98.14B, about 3.1x TWLO ($31.38B).
  • Over the past year, NET is up 40.7% and TWLO is up 57.6% - TWLO leads by 16.9 points.
  • NET has been more active in the news (31 items in the past 4 weeks vs 8 for TWLO).
  • Both have 25 recent analyst ratings on file.
PerformanceNET+40.72%TWLO+57.65%
2025-07-18+0.00%2026-07-17
MetricNETTWLO
Company
Cloudflare Inc.
Twilio Inc.
Price
$277.63+1.93%
$206.61-0.04%
Market cap
$98.14B
$31.38B
1M return
+20.23%
+7.26%
1Y return
+40.72%
+57.65%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NYSE
IPO
2019
2016
News (4w)
31
8
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.

TWLO

Twilio Inc.

Twilio Inc., together with its subsidiaries, provides a cloud communications platform that enables developers to build, scale, and operate customer engagement within software applications in the United States and internationally. Its customer engagement platform provides a set of application programming interfaces that handle the higher-level communication logic needed for nearly every type of customer engagement, as well as enable developers to embed voice, messaging, video, and email capabilities into their applications. The company was incorporated in 2008 and is headquartered in San Francisco, California.

Latest NET

Latest TWLO