Live Report · Updated January 26, 2026

DoorDash vs Cloudflare

DoorDash and Cloudflare Inc. are the subjects of this comparison page. This analysis compares their business models, financial performance, and market context to illuminate how each company operates and competes. The aim is to present clear, neutral information that readers can use to form their own understanding. Educational content, not financial advice.

DoorDash and Cloudflare Inc. are the subjects of this comparison page. This analysis compares their business models, financial performance, and market context to illuminate how each company operates a...

Comparison Snapshot

Key Financial Metrics

DASH

Metric

NET

$90.26B

Market Cap

$66.33B

35.63%

Potential Profit

14.39%

Buy

Analyst Rating

Buy

Why It's Moving

BNP Paribas jumps on DoorDash with 'Outperform' rating and $280 target amid steady delivery momentum.

BNP Paribas initiated coverage on Jan 18 with an 'Outperform' rating and $280 price target, betting on DoorDash's accelerating order volumes and expansion.
Stock up 68.52% over the past year and 53.89% year-to-date, reflecting strong long-term investor confidence despite a slight monthly dip.
Cluster of buy ratings from firms like Mizuho ($320 target), Cantor Fitzgerald ($285), and others signals broadening Wall Street optimism on profitability path.

Sentiment:

🐃Bullish

Cloudflare Shares Surge 8.85% as AI Acquisitions and Analyst Upgrades Fuel Momentum

Stock jumped 8.85% to an intraday high of $193.69, driven by optimism around recent acquisitions bolstering AI data marketplaces and high-performance web frameworks.
DZ Bank upgraded shares from sell to hold with a $237 target, while Citizens reiterated Market Outperform at $270, highlighting Cloudflare's edge in agentic AI architectures.
Expanded JD Cloud tie-up slashes AI latency by up to 80%, opening doors to Chinese markets and underscoring robust demand from account executives exceeding Q4 quotas.

Sentiment:

🐃Bullish

BNP Paribas jumps on DoorDash with 'Outperform' rating and $280 target amid steady delivery momentum.

BNP Paribas initiated coverage on Jan 18 with an 'Outperform' rating and $280 price target, betting on DoorDash's accelerating order volumes and expansion.
Stock up 68.52% over the past year and 53.89% year-to-date, reflecting strong long-term investor confidence despite a slight monthly dip.
Cluster of buy ratings from firms like Mizuho ($320 target), Cantor Fitzgerald ($285), and others signals broadening Wall Street optimism on profitability path.

Sentiment:

🐃Bullish

Cloudflare Shares Surge 8.85% as AI Acquisitions and Analyst Upgrades Fuel Momentum

Stock jumped 8.85% to an intraday high of $193.69, driven by optimism around recent acquisitions bolstering AI data marketplaces and high-performance web frameworks.
DZ Bank upgraded shares from sell to hold with a $237 target, while Citizens reiterated Market Outperform at $270, highlighting Cloudflare's edge in agentic AI architectures.
Expanded JD Cloud tie-up slashes AI latency by up to 80%, opening doors to Chinese markets and underscoring robust demand from account executives exceeding Q4 quotas.

Sentiment:

🐃Bullish

Investment Analysis

DoorDash

DASH

Pros

DoorDash reported a 21% year-on-year increase in total orders in Q3 2025, reflecting strong consumer demand and market share growth.
The company continues to expand internationally and is investing in new product launches, which could drive future revenue streams.
DoorDash's net revenue margin improved to 13.3% in Q2 2025, indicating better operational efficiency and profitability trends.

Considerations

DoorDash's stock trades at a high price-to-earnings ratio, suggesting it may be overvalued relative to earnings performance.
The company faces intense competition from larger players like Amazon and Uber, which could pressure margins and growth.
Aggressive spending on expansion and technology has led to investor concerns about profitability sustainability in the near term.

Cloudflare

NET

Pros

Cloudflare benefits from strong demand for cybersecurity and cloud infrastructure services, supporting consistent revenue growth.
The company has a solid balance sheet with low debt and significant cash reserves, providing flexibility for strategic investments.
Cloudflare's platform is expanding into new markets such as zero trust security and developer tools, creating additional growth opportunities.

Considerations

Cloudflare remains unprofitable on a GAAP basis, with ongoing losses raising concerns about long-term profitability.
The stock is highly valued relative to peers, making it sensitive to market sentiment and interest rate changes.
Revenue growth has shown signs of deceleration recently, which could limit near-term upside potential.

Related Market Insights

Europe's Food Delivery Shake-Up: The £3.2bn Deal That Changes Everything

Prosus's £3.2bn Just Eat Takeaway deal reshapes Europe's food delivery. Discover investment opportunities in platforms, restaurant tech, and the evolving global ecosystem.