Compare · NET vs ZS
NET vs ZS
Side-by-side comparison of Cloudflare Inc. (NET) and Zscaler Inc. (ZS): 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 ZS focuses on EDP Services.
- NET is the larger of the two at $112.89B, about 3.6x ZS ($31.60B).
- Over the past year, NET is up 33.6% and ZS is down 41.5% - NET leads by 75.1 points.
- NET has been more active in the news (14 items in the past 4 weeks vs 7 for ZS).
- Both have 25 recent analyst ratings on file.
- Company
- Cloudflare Inc.
- Zscaler Inc.
- Price
- -
- -
- Market cap
- $112.89B
- $31.60B
- 1M return
- -9.73%
- -15.23%
- 1Y return
- +33.59%
- -41.52%
- Industry
- Computer Software: Prepackaged Software
- EDP Services
- Exchange
- NYSE
- NASDAQ
- IPO
- 2019
- 2018
- News (4w)
- 14
- 7
- 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.
Zscaler Inc.
Zscaler, Inc. operates as a cloud security company worldwide. The company provides Zscaler Internet Access solution that provides users, servers, operational technology, Internet of Things device secure access to externally managed applications, including software-as-a-service (SaaS) applications and Internet destinations; and Zscaler Private Access solution, which is designed to provide access to managed applications hosted internally in data centers, and private or public clouds. It also offers Zscaler Digital Experience that measures end-to-end user experience across business applications, as well as provides an easy to understand digital experience score for each user, application, and location within an enterprise. In addition, the company provides workload segmentation solutions comprising Zscaler Cloud Security Posture Management that identifies and remediates application misconfigurations in SaaS, infrastructure as a service, and platform as a service to reduce risk and ensure compliance with industry and organizational benchmarks; and Zscaler Cloud Workload Segmentation, which is designed to secure application-to-application communications inside public clouds and data centers to stop lateral threat movement, as well as prevents application compromise and reduces the risk of data breaches. Its platform modules include Zscaler Central Authority, Zscaler Enforcement Node, and Zscaler Log Servers. It serves customers in airlines and transportation, conglomerates, consumer goods and retail, financial services, healthcare, manufacturing, media and communications, public sector and education, technology, and telecommunications services industries. The company was formerly known as SafeChannel, Inc., and changed its name to Zscaler, Inc. in August 2008. Zscaler, Inc. was incorporated in 2007 and is headquartered in San Jose, 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 ZS
- Zscaler to Host First Quarter Fiscal Year 2027 Earnings Conference Call
- Chief Product Officer Geller Adam exercised 1,041 shares at a strike of $205.61 and sold $247,758 worth of shares (1,041 units at $238.00) as part of a pre-agreed trading plan (SEC Form 4)
- Chief Financial Officer Rubin Kevin sold $133,201 worth of shares (514 units at $259.15) as part of a pre-agreed trading plan (SEC Form 4)
- DA Davidson initiated coverage on Zscaler with a new price target
- SEC Form 4 filed by Zscaler Inc.
- SEC Form 4 filed by Zscaler Inc.
- SEC Form 4 filed by Zscaler Inc.
- Chief Product Officer Geller Adam sold $5,646,826 worth of shares (25,000 units at $225.87) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 8-K filed by Zscaler Inc.
- Zscaler Hosts 2026 Investor Day, Reaffirms First Quarter and Fiscal 2027 Guidance