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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 Framework: Software & SaaS Large Cap
Cloudflare, Inc. (NET), is a Large Cap company, in the Software - Infrastructure industry, last closed at $272.31, about 91.1% overvalued vs fair value, +35.6% 1Y return, placing in the top 10% of its sector.
Metrics Rev Growth 29.8% ROE -8.2% Gross Margin 74.5%
USD 272.31
-0.04%
(Delayed)
• Vol 90d: 78.2%
52-Week Range
Market Cap
$97.49B
Enterprise Value
$100.08B
Overall Score
View breakdown
Overall
Growth
Good
Profitability
Fair
Health
Good
Efficiency
Fair
Valuation
Good
Growth
Good
Profitability
Fair
Health
Good
Efficiency
Fair
Valuation
Good
Completeness: 82%
Confidence: 83%
Updated: Jul 5
Top Beats

Quick Facts

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

Next Events

Earnings Jul 30 Estimated

Fair Value Snapshot

Bear Base Bull
$22
$24
$27
Current: $272.31 -91% vs base

Engine Room Money Flow™

Large Cap

Software & SaaS - Where revenue goes and how value is created

Flow Steps
Total Revenue
$2.2B
29.8%%
Gross Profit
$1.6B
25.1%%
Operating Income (GAAP)
$-207.2M
-33.9%%
Operating Cash Flow
$603.1M
58.5%%
Money Flow Bridge
Flow Direction: Money moves from left to right
Components: Breakdown shows composition of each stage
Industry-Specific: Software & SaaS

Quality & Reliability Indicators

Gross Margin
74.5%
Excellent

Gross Profit / Revenue — pricing power and product moat (SaaS benchmark: >70%)

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Where It Leaks

Cash Flow Health critical
Significant cash flow inefficiencies identified. Multiple high-impact leaks require attention.
7
Active Leaks
4/7
Improving
2
High Impact
3
Critical
Locked Leak
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Moat Analysis Software & SaaS Specialized

Competitive Advantage Assessment

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

Overall Moat Strength
64
/100
Moderate
Scores based on quantitative metrics and qualitative factors

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Pricing Power

Moderate
57
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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 87% Coverage
Trade-Off Triangle Visualization A ternary plot showing NET's balance between Growth (42.2%), Profitability (36.1%), and Safety (21.7%). Growth 42% Safety 22% Profitability 36%

Click axes to expand details. Marker shows current allocation.

3-Year Trend Analysis Locked
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Growth

77th percentile vs peers
77
Key Signals
Rev Growth YoY 29.8% 83p Revenue CAGR 3Y 30.5% 84p Def Rev Growth 45.1% 86p EPS Growth YoY -27.2% 25p
Strengths
  • Rev Growth YoY in top 20% of peers (29.8%, 83th percentile)
  • Revenue CAGR 3Y in top 20% of peers (30.5%, 84th percentile)
  • Def Rev Growth in top 20% of peers (45.1%, 86th percentile)
  • Growth above peer median with strong metric coverage (80%)
Risks

No significant risks identified for this axis.

Profitability

65th percentile vs peers
66
Key Signals
Strengths
Risks
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Safety

39th percentile vs peers
40
Key Signals
Strengths
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Two Futures

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

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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
$24.30
- - -
-91.1% vs current
Snapshot base estimate
Bull
-
- - -
- upside
-
Fair Value Range Current: $-
$- $- $-
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