` 821 (Switch Inc) vs NET (Cloudflare Inc) Comparison - Alpha Spread

S
821
vs
NET

Over the past 12 months, Switch Inc has underperformed NET, delivering a return of 0% compared to the NET's +117% growth.

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821
NET
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Valuation
Growth
Profitability
Solvency
Comparing Valuation
Running a multi-layered valuation analysis to compare how attractive each stock is.
Comparing Growth
Financial growth, forecasts, volatility, and historical drawdowns.
Comparing Profitability
Margins, returns on capital, and the consistency of profitability.
Comparing Solvency
Debt levels, liquidity, interest coverage, and bankruptcy risk.
Summarizing...
We need a little more time to summarize the results

Valuation Comparison

Switch Inc Intrinsic Value
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NET Intrinsic Value
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Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
S
Switch Inc
F:821
31.61 EUR
Cloudflare Inc
NYSE:NET
181.39 USD
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
821 vs NET

821
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
S
Switch Inc
Revenue
Cloudflare Inc
Revenue

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

Profitability Comparison

Free Cash Flow
821 vs NET

821
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
S
Switch Inc
F:821
Cloudflare Inc
NYSE:NET
What is Free Cash Flow?

Gross Margin

Switch Inc
37.8%
NET
76.9%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Switch Inc
Cloudflare Inc

Operating Margin

Switch Inc
14.1%
NET
-8.7%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Switch Inc
Cloudflare Inc

Net Margin

Switch Inc
56.7%
NET
-4.6%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Switch Inc
Cloudflare Inc

FCF Margin

Switch Inc
-43.6%
NET
10.4%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Switch Inc
Cloudflare Inc

ROE

Switch Inc
70.3%
NET
-7.4%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Switch Inc
Cloudflare Inc

ROA

Switch Inc
12.5%
NET
-2.5%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Switch Inc
Cloudflare Inc

ROIC

Switch Inc
3.1%
NET
-12.3%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Switch Inc
Cloudflare Inc

ROCE

Switch Inc
3.3%
NET
-6%
LTM 3Y Avg 5Y Avg 10Y Avg
S
Switch Inc
Cloudflare Inc

Solvency Comparison

Balance Sheet Comparison

Stocks Performance

Stocks Performance
821 vs NET

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Performance Gap
821 vs NET

Performance Gap Between 821 and NET
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Performance By Year
821 vs NET

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821
NET
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