Zenvia (NASDAQ:ZENV) vs. Cloudflare (NYSE:NET) Head-To-Head Survey

Cloudflare (NYSE:NET) and Zenvia (NASDAQ:ZENV) are both technology companies, but which is the better stock? We will compare the two companies based on the strength of their profitability, dividends, valuation, risk, institutional ownership, analyst recommendations and earnings.

Institutional and Insider Ownership

82.7% of Cloudflare shares are held by institutional investors. Comparatively, 49.2% of Zenvia shares are held by institutional investors. 10.7% of Cloudflare shares are held by insiders. Comparatively, 78.4% of Zenvia shares are held by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

Valuation and Earnings

This table compares Cloudflare and Zenvia”s gross revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cloudflare	$2.17 billion	54.56	-$102.27 million	($0.58)	-577.00
Zenvia	$1.10 billion	0.02	-$28.67 million	($0.40)	-1.17

Zenvia has lower revenue, but higher earnings than Cloudflare. Cloudflare is trading at a lower price-to-earnings ratio than Zenvia, indicating that it is currently the more affordable of the two stocks.

Risk and Volatility

Cloudflare has a beta of 1.66, suggesting that its stock price is 66% more volatile than the S&P 500. Comparatively, Zenvia has a beta of 1.86, suggesting that its stock price is 86% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of current ratings and price targets for Cloudflare and Zenvia, as reported by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cloudflare	4	7	21	1	2.58
Zenvia	1	0	0	0	1.00

Cloudflare presently has a consensus price target of $321.85, suggesting a potential downside of 3.83%. Given Cloudflare’s stronger consensus rating and higher probable upside, analysts plainly believe Cloudflare is more favorable than Zenvia.

Profitability

This table compares Cloudflare and Zenvia’s net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Cloudflare	-8.21%	-3.88%	-0.94%
Zenvia	-10.62%	-14.36%	-6.52%

Summary

Cloudflare beats Zenvia on 10 of the 15 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 Zenvia

Zenvia Inc. provides customer experience communications platform which empowers businesses to create unique journeys for their end-customers along their life cycle across range of B2C verticals. Zenvia Inc. is based in S?O PAULO.