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Company Analysis

Cloudflare, Inc. NET

A comprehensive view of key metrics, scores, and financial health for Cloudflare, Inc.

Overview of Cloudflare, Inc.

NET NYQ
Technology Software - Infrastructure Large Cap
Cloudflare, Inc. (NET), is a Large Cap company, in the Software - Infrastructure industry, last closed at $212.45, about 88.5% overvalued vs fair value, +83.1% 1Y return, placing in the top 25% of its sector.
$212.45
0.16%
As of March 13, 2026
Previous close • Vol 90d: 60.2%
52-Week Range
Market Cap
$68.70B
Enterprise Value
$71.46B
Overall Score
Scores locked

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Top Beats

Quick Facts

Website https://www.cloudflare.com
HQ San Francisco, CA
Fiscal year Dec 31

Next Events

No upcoming events available.

Fair Value Snapshot

Bear Base Bull
$22
$24
$27
Current: $212.45 -89% vs base

Engine Room Money Flow™

Large Cap

Corporate Free Cash Flow - Where revenue goes and how value is created

Flow Steps
Revenue
$2.2B
29.8%%
Gross Profit
$1.6B
25%%
Operating Income
$-203.3M
-31.4%%
Net Income
$-102.3M
-29.8%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Corporate Free Cash Flow

Quality & Reliability Indicators

Operating Cash Flow Margin
30.8%
Excellent

OCF / Revenue - cash profitability from operations

Locked Metric
-
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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
Analysis based on partial data. Some metrics unavailable for complete assessment.
2
Active Leaks
1/2
Improving
0
High Impact
1
Critical
Locked Leak
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Moat Analysis Corporate Default

Competitive Advantage Assessment

Evaluating Cloudflare, Inc.'s durable competitive advantages across 6 defense dimensions

Overall Moat Strength
54
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
58
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For informational purposes only. Not investment advice.

Trade-Off Ledger™

Where management spends the performance budget - Growth, Profitability, or Safety

Software SaaS vs Industry Peers 70% Coverage
Trade-Off Triangle Visualization A ternary plot showing NET's balance between Growth (39.5%), Profitability (27.3%), and Safety (33.2%). Growth 39% Safety 33% Profitability 27%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

79th percentile vs peers
79
Key Signals
Rev Growth YoY 29.8% 80p Revenue CAGR 3Y 30.5% 78p
Strengths
  • Rev Growth Yoy in top 20% of peers (29.8%, 80th percentile)
  • D/E Ratio in top 20% of peers (2.54, 89th percentile)
  • Quick Ratio in top 20% of peers (3.50, 82th percentile)
  • Strong liquidity position vs peers
Risks

No significant risks identified for this axis.

Profitability

54th percentile vs peers
55
Key Signals
Strengths
Risks
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Safety

66th percentile vs peers
67
Key Signals
Strengths
Safety drilldowns are available to premium members.

Two Futures

Scenario-based fair value ranges for Cloudflare, Inc..

Loading valuation model...
Unable to Compute Fair Value

This company cannot be valued using standard models.

What this means: The Scenario Theatre requires financial data (revenue, cash flow, shares outstanding) to calculate fair value estimates. This data may be unavailable for:

  • Recently listed companies (IPOs, SPACs)
  • Shell companies or holding companies
  • Companies that haven't filed recent financials
  • Foreign companies with limited data coverage
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Bear
-
- - -
- upside
-
Base
$24.41
- - -
-88.5% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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