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Cloudflare, Inc. (NET)

New York Stock Exchange Technology Software - InfrastructureView data quality →
39.6Poor

ValueMarkers Composite Index

Top 5%#42,652 of 44,722
Overvalued

1272% above intrinsic value ($12)

UndervaluedFair ValueOvervalued
Piotroski
4/9
Neutral
Beneish
-2.95
Low Risk
Altman
8.13
Safe
DCF Value
$12
Overvalued
ROIC
-4.0%
Low
P/E
-
Updated: ·Source: Data sourced from SEC filings and institutional providers. Not financial advice.·Report data issue

Cloudflare, Inc. (NET) — VMCI valuation read

Across 120 indicators, Cloudflare, Inc. (NET) lands at VMCI 40/100. The Technology sector median is 50, so the 10-point below-median read is the active comparison. Pillar weighting on the score: Value 35%, Quality 30%, Integrity 15%, Growth 12%, Risk 8%.

No material Form 4 disclosures landed on NET in the past 30 days. Quiet insider tape removes one signal source; the active reads stay with the trailing-twelve-month financials and the next 10-Q.

**Investor frame.** On Value, NET trades at 19.0x earnings, 6% above the Technology median of 18.0x; the EV/EBITDA delta of -2.0x reinforces that single line. On Quality, ROIC of 13.0% sits 3.0pp above the Technology median (10.0%). On Risk, net debt to EBITDA of 2.6x is the rate-sensitivity line to watch for NET on the trailing balance sheet.

NET fell 0.4% over the trailing 7 days, with a -21.0% read on a 30-day basis.

CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers 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. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

CEO: Matthew Prince4,400 employeesUSwww.cloudflare.com

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