Cloudflare, Inc. (NET) has a MoatMap StockRank of 52/100 based on Quality (37/100), Value (33/100), and Momentum (67/100) factor scores. The current signal is HOLD. Cloudflare is a high-growth edge security provider, but its current valuation does not offer a margin of safety (low value score of 34). It does not directly align with our active 18-month macro themes, and its low quant quality score suggests it is not yet a mature compounder.
Cloudflare, Inc. operates a global cloud platform that provides cybersecurity, content delivery, and edge computing services to secure and accelerate internet-facing applications. The company's competitive moat is built on its massive, unified global network architecture that processes a significant portion of all internet traffic, generating immense data network effects. Its serverless developer platform, Cloudflare Workers, further locks in enterprise customers by enabling high-performance edge application deployment.
| Price | $265.33 |
| Market Cap | $80.6B |
| P/E (Forward) | 176.14 |
| Price/Book | 62.19 |
| Return on Equity | -5.9% |
| Return on Invested Capital | -2.3% |
| Debt/Equity | 230.86 |
| Gross Margin | 73.3% |
| Operating Margin | -9.7% |
| Revenue Growth | 33.5% |
| Free Cash Flow | $755M |
Cloudflare, Inc. operates in the Software - Infrastructure industry, part of the Technology sector (United States).