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NET vs ZETA

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

Summary

  • Both NET and ZETA operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $98.14B, about 18.2x ZETA ($5.40B).
  • Over the past year, NET is up 40.4% and ZETA is up 38.6% - NET leads by 1.8 points.
  • NET has been more active in the news (26 items in the past 4 weeks vs 8 for ZETA).
  • NET has more recent analyst coverage (25 ratings vs 21 for ZETA).
PerformanceNET+40.42%ZETA+38.59%
2025-07-21+0.00%2026-07-17
MetricNETZETA
Company
Cloudflare Inc.
Zeta Global Holdings Corp.
Price
$277.63+1.93%
$21.68+1.24%
Market cap
$98.14B
$5.40B
1M return
+20.23%
+9.72%
1Y return
+40.42%
+38.59%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NYSE
IPO
2019
2021
News (4w)
26
8
Recent ratings
25
21
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.

ZETA

Zeta Global Holdings Corp.

Zeta Global Holdings Corp. operates an omnichannel data-driven cloud platform that provides enterprises with consumer intelligence and marketing automation software in the United States and internationally. The company's Zeta Marketing Platform analyzes billions of structured and unstructured data points to predict consumer intent by leveraging sophisticated machine learning algorithms and the industry's opted-in data set for omnichannel marketing; and Consumer Data Platform ingests, analyzes, and distills disparate data points to generate a single view of a consumer, encompassing identity, profile characteristics, behaviors, and purchase intent. It also offers various types of product suites, such as opportunity explorer, consumer experiences, omnichannel acquisition, and identity and data management. In addition, the company provides demand side platform and website personalization services; and TruLift that offers analysis to uniquely quantify incremental budget that provides continued ROI. The company was incorporated in 2007 and is headquartered in New York, New York.

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