AvePoint (NASDAQ:AVPT) & Cloudflare (NYSE:NET) Head to Head Survey

Cloudflare (NYSE:NET) and AvePoint (NASDAQ:AVPT) are both computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their profitability, dividends, risk, earnings, institutional ownership, analyst recommendations and valuation.

Risk & Volatility

Cloudflare has a beta of 1.1, meaning that its share price is 10% more volatile than the S&P 500. Comparatively, AvePoint has a beta of 0.89, meaning that its share price is 11% less volatile than the S&P 500.

Institutional and Insider Ownership

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 44.5% of AvePoint shares are owned by institutional investors. 12.8% of Cloudflare shares are owned by company insiders. Comparatively, 27.8% of AvePoint shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a stock will outperform the market over the long term.

Profitability

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

	Net Margins	Return on Equity	Return on Assets
Cloudflare	-6.90%	-8.54%	-2.42%
AvePoint	-4.77%	-6.66%	-3.32%

Analyst Ratings

This is a summary of current ratings and recommmendations for Cloudflare and AvePoint, as reported by MarketBeat.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Cloudflare	3	12	10	0	2.28
AvePoint	0	1	3	0	2.75

Cloudflare presently has a consensus price target of $92.29, suggesting a potential upside of 21.36%. AvePoint has a consensus price target of $12.75, suggesting a potential upside of 11.16%. Given Cloudflare’s higher possible upside, equities analysts plainly believe Cloudflare is more favorable than AvePoint.

Valuation & Earnings

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

	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Cloudflare	$1.48 billion	17.49	-$183.95 million	($0.53)	-143.49
AvePoint	$299.88 million	7.09	-$21.50 million	($0.08)	-143.38

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

AvePoint, Inc. provides cloud-native data management software platform in North America, Europe, Middle East, Africa, and Asia Pacific. It also offers software-as-a-service solutions and productivity applications. The company offers modularity and cloud services architecture to address critical challenges and the management of data to organizations that leverage third-party cloud vendors, including Microsoft, Salesforce, Google, AWS, Box, DropBox, and others; license and support; and maintenance services. AvePoint, Inc. was incorporated in 2001 and is headquartered in Jersey City, New Jersey.