Cloudflare, Inc. (NET) — Stock Score Summary

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.

Key Financial Metrics

Price$265.33
Market Cap$80.6B
P/E (Forward)176.14
Price/Book62.19
Return on Equity-5.9%
Return on Invested Capital-2.3%
Debt/Equity230.86
Gross Margin73.3%
Operating Margin-9.7%
Revenue Growth33.5%
Free Cash Flow$755M

Cloudflare, Inc. operates in the Software - Infrastructure industry, part of the Technology sector (United States).

Frequently Asked Questions

What is Cloudflare, Inc.’s (NET) StockRank?
MoatMap’s StockRank for Cloudflare, Inc. (NET) is 52/100, with a Hold signal. It is a composite of Quality (37), Value (33), and Momentum (67) factor ranks across MoatMap’s 19,000+ stock universe.
Does Cloudflare, Inc. have an economic moat?
Cloudflare, Inc. (NET) has a Quality factor score of 37/100. The Quality factor combines ROIC, Piotroski F-Score, and leverage — the financial fingerprints of a durable competitive advantage. A Quality score above 70 typically indicates a company with the characteristics of a moated business.
Is Cloudflare, Inc. a buy, hold, or sell?
MoatMap’s current signal for Cloudflare, Inc. (NET) is Hold, based on a StockRank of 52/100. Signals are derived mechanically from the StockRank composite and should be one input among many — combine with your own thesis on management, competitive position, and valuation.
What sector is Cloudflare, Inc. in?
Cloudflare, Inc. (NET) operates in the Technology sector, specifically the Software - Infrastructure industry (United States).