` Comparison: OTW vs NET - Alpha Spread
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OTW
vs
NET

Over the past 12 months, OTW has underperformed NET, delivering a return of 0% compared to the NET's +58% growth.

Valuation Growth Profitability Solvency Stocks Performance
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OTW
NET
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Stocks Compared:
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Valuation Comparison

OTW Intrinsic Value
Not Available
NET Intrinsic Value
41.84 USD
Overvaluation 75%
Intrinsic Value
Price $168.23
Company Last Price Intrinsic Value DCF Value Multiples-Based Value Wall St Target
Over The Wire Holdings Ltd
ASX:OTW
5.71 AUD
Cloudflare Inc
NYSE:NET
168.23 USD
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Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
OTW, NET

OTW
NET
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Revenue
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Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
Over The Wire Holdings Ltd
Revenue
Cloudflare Inc
Revenue

All metrics are calculated based on data from the last 10 years.

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Profitability Comparison

Free Cash Flow
OTW, NET

OTW
NET
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Free Cash Flow
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Company LTM Average Historical Growth FCF Margin Conversion
3 Years 5 Years 3 Years 5 Years 10 Years
Over The Wire Holdings Ltd
ASX:OTW
Cloudflare Inc
NYSE:NET
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What is Free Cash Flow?

Gross Margin

OTW
83.4%
NET
74.5%

Operating Margin

OTW
5.8%
NET
-9.3%

Net Margin

OTW
2.4%
NET
-4.7%

FCF Margin

OTW
11.8%
NET
12%

ROE

OTW
3.2%
NET
-8.2%

ROA

OTW
1.5%
NET
-2.2%

ROIC

OTW
2.9%
NET
-14%

ROCE

OTW
4.6%
NET
-6.5%

Solvency Comparison

Over The Wire Holdings Ltd
Equity Waterfall
Assets
Liabilities
Equity
What is Equity Waterfall?
Cloudflare Inc
Equity Waterfall
Assets
Liabilities
Equity
What is Equity Waterfall?
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Balance Sheet Comparison
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Stocks Performance

Stocks Performance
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NET
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1Y 3Y 5Y 10Y 15Y 20Y
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Performance Gap
OTW, NET

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OTW
NET
Difference
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1Y 3Y 5Y 10Y 15Y 20Y

Performance By Year
OTW, NET

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NET
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