Compare · ESTC vs NET
ESTC vs NET
Side-by-side comparison of Elastic N.V. (ESTC) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both ESTC and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- NET is the larger of the two at $112.64B, about 11.0x ESTC ($10.21B).
- Over the past year, ESTC is up 13.1% and NET is up 41.0% - NET leads by 27.9 points.
- ESTC has been more active in the news (11 items in the past 4 weeks vs 8 for NET).
- Both have 25 recent analyst ratings on file.
- Company
- Elastic N.V.
- Cloudflare Inc.
- Price
- $91.79-5.63%
- $296.11-6.28%
- Market cap
- $10.21B
- $112.64B
- 1M return
- +3.20%
- -11.40%
- 1Y return
- +13.14%
- +41.05%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NYSE
- NYSE
- IPO
- 2018
- 2019
- News (4w)
- 11
- 8
- Recent ratings
- 25
- 25
Elastic N.V.
Elastic N.V., a search company, delivers technology that enables users to search through structured and unstructured data for a range of consumer and enterprise applications. It primarily offers Elastic Stack, a set of software products that ingest and store data from various sources and formats, as well as perform search, analysis, and visualization. The company's Elastic Stack product comprises Elasticsearch, a distributed, real-time search and analytics engine, and data store for various types of data, including textual, numerical, geospatial, structured, and unstructured; Kibana, a user interface, management, and configuration interface for the Elastic Stack; Beats, a single-purpose data shippers for sending data from edge machines to Elasticsearch or Logstash; Elastic Agent that includes integrated host protection and central management services; and Logstash, a data processing pipeline for ingesting data into Elasticsearch or other storage systems. It also provides software solutions on the Elastic Stack that address cases, including app search, site search, workplace search, logging, metrics, application performance management, business analytics, and security analytics. Its products are used by individual developers and organizations of a range of industries. Elastic N.V. has a strategic partnership with Confluent, Inc. to enhance existing product integrations and jointly develop new capabilities that helps users to combine the benefits of the Elastic Stack and Kafka. The company was incorporated in 2012 and is headquartered in Mountain View, California.
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.
Latest ESTC
- SEC Form 8-K filed by Elastic N.V.
- SEC Form 4 filed by Elastic N.V.
- Elastic upgraded by Monness Crespi & Hardt with a new price target
- Elastic Introduces Elastic nightshift AI SRE to Investigate with the Full Context Others Can't Afford to Keep
- Elastic Announces AlertZero, a Team of Specialized AI Agents for the Security Operations Lifecycle
- Elastic Recognized as a Leader in the Gartner® Magic Quadrant™ for Enterprise AI Search
- SEC Form 4 filed by Elastic N.V.
- SEC Form 4 filed by Elastic N.V.
- SEC Form SCHEDULE 13D filed by Elastic N.V.
- Chief Executive Officer Kulkarni Ashutosh gifted 2,778 units of Ordinary Shares, decreasing direct ownership by 0.46% to 596,747 units (SEC Form 4)
Latest NET
- Cloudflare Announces Date of Third Quarter 2026 Financial Results
- SEC Form 4 filed by Cloudflare Inc.
- Cloudflare Launches Basin: A More Open and Accessible Data Platform for Developers
- Cloudflare and Deutsche Telekom Join Forces for a Secure and Resilient Internet
- Cloudflare Announces Public Certificate Authority for the Post-Quantum Web
- Director Ledbetter Carl sold $1,765,750 worth of shares (5,000 units at $353.15) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Chief Financial Officer Seifert Thomas J converted options into 10,000 shares and sold $3,324,617 worth of shares (10,000 units at $332.46) as part of a pre-agreed trading plan (SEC Form 4)
- SEC Form 144 filed by Cloudflare Inc.
- Crusoe Adds Cloudflare CFO Thomas Seifert, Digital Realty Former CEO Bill Stein, and Redwood Materials Founder and CEO JB Straubel to its Board of Directors