Cloudflare (NYSE:NET – Get Free Report) and Global-E Online (NASDAQ:GLBE – Get Free Report) are both computer and technology companies, but which is the superior investment? We will compare the two companies based on the strength of their profitability, valuation, analyst recommendations, dividends, institutional ownership, risk and earnings.
Insider and Institutional Ownership
82.7% of Cloudflare shares are held by institutional investors. Comparatively, 94.6% of Global-E Online shares are held by institutional investors. 14.8% of Cloudflare shares are held by company insiders. Comparatively, 11.6% of Global-E Online shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.
Volatility & Risk
Cloudflare has a beta of 1.12, meaning that its share price is 12% more volatile than the S&P 500. Comparatively, Global-E Online has a beta of 1.1, meaning that its share price is 10% more volatile than the S&P 500.
Profitability
| Net Margins | Return on Equity | Return on Assets | |
| Cloudflare | -14.19% | -15.92% | -4.16% |
| Global-E Online | -23.48% | -19.33% | -15.57% |
Earnings & Valuation
This table compares Cloudflare and Global-E Online’s top-line revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Cloudflare | $1.30 billion | 22.58 | -$183.95 million | ($0.55) | -157.65 |
| Global-E Online | $569.95 million | 9.71 | -$133.80 million | ($0.81) | -41.59 |
Global-E Online has lower revenue, but higher earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Global-E Online, indicating that it is currently the more affordable of the two stocks.
Analyst Ratings
This is a breakdown of recent ratings and price targets for Cloudflare and Global-E Online, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Cloudflare | 4 | 10 | 8 | 0 | 2.18 |
| Global-E Online | 0 | 1 | 9 | 0 | 2.90 |
Cloudflare currently has a consensus target price of $87.08, indicating a potential upside of 0.43%. Global-E Online has a consensus target price of $43.00, indicating a potential upside of 27.63%. Given Global-E Online’s stronger consensus rating and higher probable upside, analysts plainly believe Global-E Online is more favorable than Cloudflare.
Summary
Cloudflare beats Global-E Online on 8 of the 14 factors compared between the two stocks.
About Cloudflare
Cloudflare, Inc. operates as a cloud services provider that delivers a range of 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 IoT devices; and website and application security products comprising web application firewall, bot management, distributed denial of service, API gateways, SSL/TLS encryption, script management, security center, and rate limiting products. It offers website and application performance solutions, including content delivery, load balancing, DNS, agro smart routing, video stream delivery, web optimization, cache reserve, cloudfare waiting room, and cloudfare data localization suite; SASE platform through cloudfare one that provides a cloud-based network-as-a-service; network services which deliver network connectivity, security, and performance, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust services, such as cloudflare access, cloudflare gateway, remote browser isolation, cloud access security broker, cloud email security, and data loss prevention products that protects, inspects, and provides privilege rules to grant access to data and application. Further, it provides developer-based solutions consisting of cloudflare workers, R2 object storage, workers KV, durable objects, cloudfare pages, cloudfare stream, and cloudfare images; and consumer products comprising of 1.1.1.1, a DNS resolver, WARP, a virtual private network, and cloudfare registrar that secures registration and management of domain names. The company serves customers in the technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
About Global-E Online
Global-E Online Ltd., together with its subsidiaries, provides a platform to enable and accelerate direct-to-consumer cross-border e-commerce in Israel, the United Kingdom, the United States, and internationally. Its platform enables international shoppers to buy online and merchants to sell from, and to, worldwide. The company was incorporated in 2013 and is headquartered in Petah Tikva, Israel.
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