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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 $98.14B, about 40.8x SPSC ($2.41B).
  • Over the past year, NET is up 40.7% and SPSC is down 52.8% - NET leads by 93.5 points.
  • NET has been more active in the news (31 items in the past 4 weeks vs 3 for SPSC).
  • Both have 25 recent analyst ratings on file.
PerformanceNET+40.72%SPSC-52.76%
2025-07-18+0.00%2026-07-17
MetricNETSPSC
Company
Cloudflare Inc.
SPS Commerce Inc.
Price
$277.63+1.93%
$65.65-0.03%
Market cap
$98.14B
$2.41B
1M return
+20.23%
+19.43%
1Y return
+40.72%
-52.76%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NASDAQ
IPO
2019
2010
News (4w)
31
3
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.

SPSC

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

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