Zenvia (NASDAQ:ZENV – Get Free Report) and Cloudflare (NYSE:NET – Get Free Report) are both technology companies, but which is the superior stock? We will contrast the two companies based on the strength of their institutional ownership, dividends, analyst recommendations, profitability, risk, valuation and earnings.
Institutional and Insider Ownership
49.2% of Zenvia shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 78.4% of Zenvia shares are owned by company insiders. Comparatively, 10.7% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock will outperform the market over the long term.
Risk & Volatility
Zenvia has a beta of 1.86, indicating that its stock price is 86% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.66, indicating that its stock price is 66% more volatile than the S&P 500.
Profitability
| Net Margins | Return on Equity | Return on Assets | |
| Zenvia | -10.62% | -14.36% | -6.52% |
| Cloudflare | -8.21% | -3.88% | -0.94% |
Earnings and Valuation
This table compares Zenvia and Cloudflare”s gross revenue, earnings per share and valuation.
| Gross Revenue | Price/Sales Ratio | Net Income | Earnings Per Share | Price/Earnings Ratio | |
| Zenvia | $1.10 billion | 0.02 | -$28.67 million | ($0.40) | -1.17 |
| Cloudflare | $2.17 billion | 54.56 | -$102.27 million | ($0.58) | -577.00 |
Zenvia has higher earnings, but lower revenue 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.
Analyst Ratings
This is a breakdown of current ratings and target prices for Zenvia and Cloudflare, as provided by MarketBeat.com.
| Sell Ratings | Hold Ratings | Buy Ratings | Strong Buy Ratings | Rating Score | |
| Zenvia | 1 | 0 | 0 | 0 | 1.00 |
| Cloudflare | 4 | 7 | 21 | 1 | 2.58 |
Cloudflare has a consensus price target of $321.85, indicating a potential downside of 3.83%. Given Cloudflare’s stronger consensus rating and higher possible upside, analysts plainly believe Cloudflare is more favorable than Zenvia.
Summary
Cloudflare beats Zenvia on 10 of the 15 factors compared between the two stocks.
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.
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.
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