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NET vs TENB

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

Summary

  • Both NET and TENB operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $98.14B, about 22.3x TENB ($4.40B).
  • Over the past year, NET is up 40.7% and TENB is up 20.7% - NET leads by 20.1 points.
  • NET has been more active in the news (31 items in the past 4 weeks vs 7 for TENB).
  • Both have 25 recent analyst ratings on file.
PerformanceNET+40.72%TENB+20.67%
2025-07-18+0.00%2026-07-17
MetricNETTENB
Company
Cloudflare Inc.
Tenable Holdings Inc.
Price
$277.63+1.93%
$39.88+0.23%
Market cap
$98.14B
$4.40B
1M return
+20.23%
+48.14%
1Y return
+40.72%
+20.67%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NASDAQ
IPO
2019
2018
News (4w)
31
7
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.

TENB

Tenable Holdings Inc.

Tenable Holdings, Inc. provides cyber exposure solutions for in the Americas, Europe, the Middle East, Africa, the Asia Pacific, and Japan. The company's platforms include Tenable.io, a cloud-delivered software as a service; and Tenable.sc, an on-premises solution. Its platforms provides organizations with a risk-based view of traditional and modern attack surfaces to deliver a complete and continuous view of assets, associated vulnerabilities, internal and regulatory compliance violations, misconfigurations, and other cybersecurity issues, as well as prioritizes these issues for remediation based on risk assessment and predictive analytics, and provides insightful remediation guidance. The company also offers Tenable.ot, an on-premises solution that provides threat detection and mitigation, asset tracking, vulnerability management, and configuration control capabilities to protect OT environments, including industrial networks. In addition, it provides Nessus Professional, a vulnerability assessment solution for identifying security vulnerabilities, configuration issues, and malware; and Nessus Essentials, which includes vulnerability and configuration assessment for a limited number of assets. Tenable Holdings, Inc. was founded in 2002 and is headquartered in Columbia, Maryland.

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