` Comparison: SWI, NET - Alpha Spread

SWI
vs
NET

Over the past 12 months, SWI has underperformed NET, delivering a return of +56% compared to the NET's +156% growth.

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SWI
NET
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One-click summary across all key metrics.
Ranked results with clear takeaways.
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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

SWI Intrinsic Value
16.64 USD
Overvaluation 10%
Intrinsic Value
Price
NET Intrinsic Value
27.09 USD
Overvaluation 86%
Intrinsic Value
Price
Company Last Price Intrinsic Value DCF Value Relative Value Wall St Target
SolarWinds Corp
NYSE:SWI
18.49 USD
Cloudflare Inc
NYSE:NET
198.42 USD
Valuation Scenario:
Bear Case
Base Case
Bull Case

Growth Comparison

Growth Over Time
SWI, NET

SWI
NET
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Revenue
www.alphaspread.com
Company LTM Historical Growth Growth Streak % Positive Years Max Drawdown Volatility Forecasted Growth
3 Years 5 Years 10 Years 1 Year 3 Years
SolarWinds Corp
Revenue
Cloudflare Inc
Revenue

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

Profitability Comparison

Free Cash Flow
SWI, NET

SWI
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
SolarWinds Corp
NYSE:SWI
Cloudflare Inc
NYSE:NET
What is Free Cash Flow?

Gross Margin

SWI
89.6%
NET
76.9%
LTM 3Y Avg 5Y Avg 10Y Avg
SolarWinds Corp
Cloudflare Inc

Operating Margin

SWI
26.2%
NET
-8.7%
LTM 3Y Avg 5Y Avg 10Y Avg
SolarWinds Corp
Cloudflare Inc

Net Margin

SWI
14%
NET
-4.6%
LTM 3Y Avg 5Y Avg 10Y Avg
SolarWinds Corp
Cloudflare Inc

FCF Margin

SWI
21.1%
NET
10.4%
LTM 3Y Avg 5Y Avg 10Y Avg
SolarWinds Corp
Cloudflare Inc

ROE

SWI
7.9%
NET
-7.4%
LTM 3Y Avg 5Y Avg 10Y Avg
SolarWinds Corp
Cloudflare Inc

ROA

SWI
3.5%
NET
-2.5%
LTM 3Y Avg 5Y Avg 10Y Avg
SolarWinds Corp
Cloudflare Inc

ROIC

SWI
7.7%
NET
-12.3%
LTM 3Y Avg 5Y Avg 10Y Avg
SolarWinds Corp
Cloudflare Inc

ROCE

SWI
7.6%
NET
-6%
LTM 3Y Avg 5Y Avg 10Y Avg
SolarWinds Corp
Cloudflare Inc

Solvency Comparison

Balance Sheet Comparison

Stocks Performance

Stocks Performance
SWI, NET

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Performance Gap
SWI, NET

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SWI
NET
Difference
www.alphaspread.com

Performance By Year
SWI, NET

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SWI
NET
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