
Cloudflare Inc
NYSE:NET

Relative Value
The Relative Value of one
NET
stock under the Base Case scenario is
30.47
USD.
Compared to the current market price of 56.64 USD,
Cloudflare Inc
is
Overvalued by 46%.
Relative valuation is one of two methods of placing a monetary value on a company; the other is Discounted Cash Flow valuation method. We use a combination of these two methods to calculate the Intrinsic Value of stock as accurately as possible.

Valuation Multiples
Multiples Across Competitors
NET Competitors Multiples
Cloudflare Inc Competitors
Market Cap | P/S | P/E | EV/EBITDA | EV/EBIT | ||||
---|---|---|---|---|---|---|---|---|
US |
![]() |
Cloudflare Inc
NYSE:NET
|
18.7B USD | 19.2 | -96.7 | -186.9 | -91.9 | |
CA |
![]() |
Shopify Inc
NYSE:SHOP
|
57.2B USD | 10.2 | -16.5 | -72.7 | -64.7 | |
US |
![]() |
Snowflake Inc.
NYSE:SNOW
|
43.9B USD | 21.3 | -55.1 | -50.8 | -47.8 | |
US |
![]() |
Verisign Inc
NASDAQ:VRSN
|
21.3B USD | 14.9 | 31.5 | 22.3 | 23.4 | |
US |
![]() |
MongoDB Inc
NASDAQ:MDB
|
15.2B USD | 11.8 | -43.9 | -44.4 | -41.8 | |
US |
![]() |
Okta Inc
NASDAQ:OKTA
|
13.3B USD | 7.1 | -16.3 | -19.7 | -16.8 | |
US |
![]() |
Akamai Technologies Inc
NASDAQ:AKAM
|
11.9B USD | 3.3 | 22.7 | 10.1 | 18.5 | |
US |
![]() |
GoDaddy Inc
NYSE:GDDY
|
11.5B USD | 2.8 | 32.6 | 20.5 | 28.2 | |
US |
![]() |
Twilio Inc
NYSE:TWLO
|
11.4B USD | 3 | -9.1 | -11 | -8 | |
US |
![]() |
Switch Inc
NYSE:SWCH
|
8.4B USD | 12.6 | 22.1 | 34.7 | 109.5 | |
IL |
![]() |
Wix.Com Ltd
NASDAQ:WIX
|
5.4B USD | 3.9 | -12.8 | -18.8 | -17.3 |
P/S Multiple | Revenue Growth | |||
---|---|---|---|---|
US |
![]() |
Cloudflare Inc
NYSE:NET
|
19.2
|
148%
|
CA |
![]() |
Shopify Inc
NYSE:SHOP
|
10.2
|
78%
|
US |
![]() |
Snowflake Inc.
NYSE:SNOW
|
21.3
|
232%
|
US |
![]() |
Verisign Inc
NASDAQ:VRSN
|
14.9
|
26%
|
US |
![]() |
MongoDB Inc
NASDAQ:MDB
|
11.8
|
110%
|
US |
![]() |
Okta Inc
NASDAQ:OKTA
|
7.1
|
75%
|
US |
![]() |
Akamai Technologies Inc
NASDAQ:AKAM
|
3.3
|
20%
|
US |
![]() |
GoDaddy Inc
NYSE:GDDY
|
2.8
|
29%
|
US |
![]() |
Twilio Inc
NYSE:TWLO
|
3
|
56%
|
US |
![]() |
Switch Inc
NYSE:SWCH
|
12.6
|
27%
|
IL |
![]() |
Wix.Com Ltd
NASDAQ:WIX
|
3.9
|
44%
|
P/E Multiple | Earnings Growth | |||
---|---|---|---|---|
US |
![]() |
Cloudflare Inc
NYSE:NET
|
Negative Multiple: -96.7 | N/A |
CA |
![]() |
Shopify Inc
NYSE:SHOP
|
Negative Multiple: -16.5 |
-90%
|
US |
![]() |
Snowflake Inc.
NYSE:SNOW
|
Negative Multiple: -55.1 | N/A |
US |
![]() |
Verisign Inc
NASDAQ:VRSN
|
31.5
|
46%
|
US |
![]() |
MongoDB Inc
NASDAQ:MDB
|
Negative Multiple: -43.9 | N/A |
US |
![]() |
Okta Inc
NASDAQ:OKTA
|
Negative Multiple: -16.3 | N/A |
US |
![]() |
Akamai Technologies Inc
NASDAQ:AKAM
|
22.7
|
112%
|
US |
![]() |
GoDaddy Inc
NYSE:GDDY
|
32.6
|
108%
|
US |
![]() |
Twilio Inc
NYSE:TWLO
|
Negative Multiple: -9.1 | N/A |
US |
![]() |
Switch Inc
NYSE:SWCH
|
22.1
|
949%
|
IL |
![]() |
Wix.Com Ltd
NASDAQ:WIX
|
Negative Multiple: -12.8 | N/A |
EV/EBITDA Multiple | EBITDA Growth | |||
---|---|---|---|---|
US |
![]() |
Cloudflare Inc
NYSE:NET
|
Negative Multiple: -186.9 | N/A |
CA |
![]() |
Shopify Inc
NYSE:SHOP
|
Negative Multiple: -72.7 |
7%
|
US |
![]() |
Snowflake Inc.
NYSE:SNOW
|
Negative Multiple: -50.8 | N/A |
US |
![]() |
Verisign Inc
NASDAQ:VRSN
|
22.3
|
33%
|
US |
![]() |
MongoDB Inc
NASDAQ:MDB
|
Negative Multiple: -44.4 | N/A |
US |
![]() |
Okta Inc
NASDAQ:OKTA
|
Negative Multiple: -19.7 | N/A |
US |
![]() |
Akamai Technologies Inc
NASDAQ:AKAM
|
10.1
|
38%
|
US |
![]() |
GoDaddy Inc
NYSE:GDDY
|
20.5
|
101%
|
US |
![]() |
Twilio Inc
NYSE:TWLO
|
Negative Multiple: -11 | N/A |
US |
![]() |
Switch Inc
NYSE:SWCH
|
34.7
|
N/A |
IL |
![]() |
Wix.Com Ltd
NASDAQ:WIX
|
Negative Multiple: -18.8 | N/A |
EV/EBIT Multiple | EBIT Growth | |||
---|---|---|---|---|
US |
![]() |
Cloudflare Inc
NYSE:NET
|
Negative Multiple: -91.9 | N/A |
CA |
![]() |
Shopify Inc
NYSE:SHOP
|
Negative Multiple: -64.7 |
-27%
|
US |
![]() |
Snowflake Inc.
NYSE:SNOW
|
Negative Multiple: -47.8 | N/A |
US |
![]() |
Verisign Inc
NASDAQ:VRSN
|
23.4
|
35%
|
US |
![]() |
MongoDB Inc
NASDAQ:MDB
|
Negative Multiple: -41.8 | N/A |
US |
![]() |
Okta Inc
NASDAQ:OKTA
|
Negative Multiple: -16.8 | N/A |
US |
![]() |
Akamai Technologies Inc
NASDAQ:AKAM
|
18.5
|
79%
|
US |
![]() |
GoDaddy Inc
NYSE:GDDY
|
28.2
|
96%
|
US |
![]() |
Twilio Inc
NYSE:TWLO
|
Negative Multiple: -8 | N/A |
US |
![]() |
Switch Inc
NYSE:SWCH
|
109.5
|
N/A |
IL |
![]() |
Wix.Com Ltd
NASDAQ:WIX
|
Negative Multiple: -17.3 | N/A |