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NET vs PDFS

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

Summary

  • Both NET and PDFS operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $112.64B, about 64.6x PDFS ($1.74B).
  • Over the past year, NET is up 41.0% and PDFS is up 42.5% - PDFS leads by 1.5 points.
  • NET has been more active in the news (8 items in the past 4 weeks vs 2 for PDFS).
  • NET has more recent analyst coverage (25 ratings vs 8 for PDFS).
PerformanceNET+41.05%PDFS+42.54%
2025-10-17+0.00%2026-10-16
MetricNETPDFS
Company
Cloudflare Inc.
PDF Solutions Inc.
Price
$296.11-6.28%
$39.17-5.18%
Market cap
$112.64B
$1.74B
1M return
-11.40%
-10.62%
1Y return
+41.05%
+42.54%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NASDAQ
IPO
2019
2001
News (4w)
8
2
Recent ratings
25
8
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.

PDFS

PDF Solutions Inc.

PDF Solutions, Inc. provides proprietary software and physical intellectual property products for integrated circuit designs, electrical measurement equipment, proven methodologies, and professional services in the United States, China, Taiwan, and internationally. It offers Exensio software products, such as Manufacturing Analytics that stores collected data in a common environment with a consistent view for enabling product engineers to identify and analyze production yield, performance, reliability, and other issues; Process Control that provides failure detection and classification capabilities for monitoring, alarming, and controlling manufacturing tool sets; Test Operations that offers data collection and analysis capabilities; and Assembly Operations that provides device manufacturers with the capability to link assembly and packaging data, including fabrication and characterization data over the product life cycle. The company also provides design-for-inspection (DFI) Systems, such as DFI on-chip instruments, and eProbe non-contactless E-beam tool; and Characterization Vehicle (CV) infrastructure, which includes CV test chips and pdFasTest electrical testers, as well as Exensio characterization software, designed to analyze the measurements collected from DFI on-chip instruments using the eProbe tool. In addition, it offers Cimetrix software products that enables equipment manufacturers to provide industry standard interfaces on their products; and Software-as-a-Service, software related services, and IYR services. The company sells its technologies and services through direct sales force, service teams, and strategic alliances to integrated device manufacturers, fabless semiconductor companies, foundries, equipment manufacturers, electronics manufacturing suppliers, original device manufacturers, out-sourced semiconductor assembly and test, and system houses. PDF Solutions, Inc. was founded in 1991 and is headquartered in Santa Clara, California.

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