Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
NET
HoldHot AirCloudflare, Inc. · Technology · United States · $106.8B · Avg Vol: $1.1B/d
COMPANY DESCRIPTION
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.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 975.2M | 1.3B | 1.7B | 2.2B | 30.5% | 2.5B | 2.9B | 3.7B | 30.5% |
| EPS | -0.59 | -0.55 | -0.23 | -0.29 | — | -0.57 | — | — | — |
| Shares | 330.1M | 337.5M | 344.9M | 351.9M | +6.6% | 322.6M | — | — | — |
| Debt | 1.6B | 1.4B | 1.5B | 3.5B | 30.7% | 3.5B | — | — | — |
| Equity | 624.0M | 763.0M | 1.0B | 1.5B | 32.7% | — | — | — | — |
| Op CF | 123.6M | 254.4M | 380.4M | 603.1M | 69.6% | 633.4M | — | — | — |
| Inv CF | -235.7M | -186.2M | -330.2M | -1.8B | — | — | — | — | — |
| Fin CF | 6.3M | -192.2M | 12.8M | 2.0B | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of NET are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| NET | Cloudflare, Inc.(you) | $106.8B | 38 | Hold |
| SNPS | Synopsys, Inc. | $84.8B | 30 | Sell |
| CRWD | CrowdStrike Holdings, Inc. | $223.6B | 36 | Hold |
| ORCL | Oracle Corporation | $434.5B | 34 | Sell |
| ZS | Zscaler, Inc. | $29.8B | 31 | Sell |
| ADYENN.MX | Adyen N.V. | $34.7B | 50 | Hold |
| MDB | MongoDB, Inc. | $35.9B | 52 | Hold |
| XYZ.AX | Block, Inc. | $50.7B | 60 | Hold |
| 2513.HK | Z.AI Co., Ltd. | $62.0B | 8 | Strong Sell |
| IOT | Samsara Inc. | $24.0B | 49 | Hold |
Peer medians: ROE 7.7% · P/E 28.3x · Gross margin 32.4%