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NET vs PATH

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

Summary

  • Both NET and PATH operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $98.14B, about 15.6x PATH ($6.30B).
  • Over the past year, NET is up 40.7% and PATH is down 3.5% - NET leads by 44.2 points.
  • NET has been more active in the news (31 items in the past 4 weeks vs 13 for PATH).
  • Both have 25 recent analyst ratings on file.
PerformanceNET+40.72%PATH-3.46%
2025-07-18+0.00%2026-07-17
MetricNETPATH
Company
Cloudflare Inc.
UiPath Inc.
Price
$277.63+1.93%
$12.15+0.83%
Market cap
$98.14B
$6.30B
1M return
+20.23%
+15.28%
1Y return
+40.72%
-3.46%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NYSE
IPO
2019
2021
News (4w)
31
13
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.

PATH

UiPath Inc.

UiPath Inc. provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, and Japan. It develops UiPath Studio, a platform designed for RPA developers looking to build complex process automations with built-in governance capabilities, such as robust debugging tools, application programming interface automation, wizards to automate desktop or web applications, leverage custom code, and to integrate machine learning models into production workflows. The company also offers UiPath Robots, which emulates human behavior to execute the processes built in UiPath Studio; and UiPath Orchestrator that tracks and logs robot activity, along with what people do in tandem to maintain strict compliance and governance through dashboards and visualization tools. In addition, it provides maintenance and support for its software, as well as professional services, such as training and implementation services to facilitate the adoption of its platform. UiPath Inc. was founded in 2005 and is headquartered in New York, New York.

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