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Cloudflare Inc
NYSE:NET

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Cloudflare Inc
NYSE:NET
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Price: 87.68 USD -0.23% Market Closed
Updated: Apr 25, 2024
Section:
 

Relative Value

The Relative Value of one NET stock under the Base Case scenario is 21.02 USD. Compared to the current market price of 87.68 USD, Cloudflare Inc is Overvalued by 76%.

Relative Value is the estimated value of a stock based on various valuation multiples like P/E and EV/EBIT ratios. It offers a quick snapshot of a stock's valuation in relation to its peers and historical norms.

NET Relative Value
Base Case
21.02 USD
Overvaluation 76%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

22.8
P/S
P/S
Price to Sales
22.8
vs History
50
vs Industry
4
Median 3Y
22.6
Median 5Y
23.1
Industry
2.2
Forward
17.7
More Details
Negative
P/E
P/E
Price to Earnings
N/A
vs History
vs Industry
Median 3Y
-127.3
Median 5Y
-104.8
Industry
24
Forward
143.9
More Details
116.3
P/OCF
P/OCF
Price to OCF
116.3
vs History
47
vs Industry
4
Median 3Y
210.9
Median 5Y
110.5
Industry
16.9
More Details
Negative
P/FCFE
P/FCFE
Price to FCFE
N/A
vs History
vs Industry
2
Median 3Y
-173.2
Median 5Y
-49.3
Industry
21.5
More Details
38.8
P/B
P/B
Price to Book Value
38.8
vs History
22
vs Industry
1
Median 3Y
34.8
Median 5Y
30.6
Industry
2.7
More Details
22.5
EV/S
EV/S
Enterprise Value to Sales
22.5
vs History
49
vs Industry
5
Median 3Y
22.4
Median 5Y
22.4
Industry
2.2
Forward
17.5
More Details
29.5
EV/GP
EV/GP
Enterprise Value to Gross Profit
29.5
vs History
49
vs Industry
6
Median 3Y
29.4
Median 5Y
29.4
Industry
4.7
More Details
Negative
EV/EBITDA
EV/EBITDA
Enterprise Value to EBITDA
N/A
vs History
vs Industry
Median 3Y
-325.1
Median 5Y
-241.4
Industry
13
Forward
94.8
More Details
Negative
EV/EBIT
EV/EBIT
Enterprise Value to EBIT
N/A
vs History
vs Industry
Median 3Y
-135.2
Median 5Y
-107.9
Industry
16.5
Forward
180.6
More Details
114.8
EV/OCF
EV/OCF
Enterprise Value to OCF
114.8
vs History
47
vs Industry
5
Median 3Y
208.6
Median 5Y
108.9
Industry
15.3
More Details
244.5
EV/FCFF
EV/FCFF
Enterprise Value to FCFF
244.5
vs History
15
vs Industry
2
Median 3Y
-250.6
Median 5Y
-148.3
Industry
18.1
More Details
28.3
EV/IC
EV/IC
Enterprise Value to IC
28.3
vs History
50
vs Industry
3
Median 3Y
26.9
Median 5Y
28.5
Industry
2.3
More Details

Multiples Across Competitors

NET Competitors Multiples
Cloudflare Inc Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
US
Cloudflare Inc
NYSE:NET
29.6B USD 22.8 -160.9 -588 -157.4
CA
Shopify Inc
NYSE:SHOP
93B USD 13.2 699 -11 109.4 -1 139.4
US
Snowflake Inc.
NYSE:SNOW
51.8B USD 18.4 -61.9 -49.2 -43.8
US
MongoDB Inc
NASDAQ:MDB
26.9B USD 16 -152.1 -123.5 -111.4
US
Verisign Inc
NASDAQ:VRSN
18.8B USD 12.6 23 18.8 19.6
US
GoDaddy Inc
NYSE:GDDY
17.6B USD 4.1 12.8 25.8 32.8
US
Okta Inc
NASDAQ:OKTA
15.7B USD 6.9 -44.1 -38.9 -31.8
US
Akamai Technologies Inc
NASDAQ:AKAM
15.5B USD 4.1 28.2 13.6 23.9
US
Twilio Inc
NYSE:TWLO
11.1B USD 2.7 -10.9 -76.3 -20.7
US
Switch Inc
NYSE:SWCH
8.4B USD 12.6 22.1 34.7 109.5
IL
Wix.Com Ltd
NASDAQ:WIX
7B USD 4.5 210 189.3 797.2
P/E Multiple
Earnings Growth
US
Cloudflare Inc
NYSE:NET
Average P/E: 165.9
Negative Multiple: -160.9 		N/A
CA
Shopify Inc
NYSE:SHOP
699
1 589%
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -61.9 N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -152.1 N/A
US
Verisign Inc
NASDAQ:VRSN
23
20%
US
GoDaddy Inc
NYSE:GDDY
12.8
-19%
US
Okta Inc
NASDAQ:OKTA
Negative Multiple: -44.1 N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
28.2
124%
US
Twilio Inc
NYSE:TWLO
Negative Multiple: -10.9 N/A
US
Switch Inc
NYSE:SWCH
22.1
N/A
IL
Wix.Com Ltd
NASDAQ:WIX
210
1 224%
EV/EBITDA Multiple
EBITDA Growth
US
Cloudflare Inc
NYSE:NET
Average EV/EBITDA: 56.5
Negative Multiple: -588 		N/A
CA
Shopify Inc
NYSE:SHOP
Negative Multiple: -11 109.4 N/A
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -49.2 N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -123.5 N/A
US
Verisign Inc
NASDAQ:VRSN
18.8
21%
US
GoDaddy Inc
NYSE:GDDY
25.8
116%
US
Okta Inc
NASDAQ:OKTA
Negative Multiple: -38.9 N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
13.6
55%
US
Twilio Inc
NYSE:TWLO
Negative Multiple: -76.3 N/A
US
Switch Inc
NYSE:SWCH
34.7
N/A
IL
Wix.Com Ltd
NASDAQ:WIX
189.3
1 566%
EV/EBIT Multiple
EBIT Growth
US
Cloudflare Inc
NYSE:NET
Average EV/EBIT: 196.6
Negative Multiple: -157.4 		N/A
CA
Shopify Inc
NYSE:SHOP
Negative Multiple: -1 139.4 N/A
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -43.8 N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -111.4 N/A
US
Verisign Inc
NASDAQ:VRSN
19.6
18%
US
GoDaddy Inc
NYSE:GDDY
32.8
109%
US
Okta Inc
NASDAQ:OKTA
Negative Multiple: -31.8 N/A
US
Akamai Technologies Inc
NASDAQ:AKAM
23.9
103%
US
Twilio Inc
NYSE:TWLO
Negative Multiple: -20.7 N/A
US
Switch Inc
NYSE:SWCH
109.5
N/A
IL
Wix.Com Ltd
NASDAQ:WIX
797.2
6 560%

See Also

Summary
NET intrinsic value, competitors valuation, and company profile.
DCF Valuation
NET stock valuation using Discount Cash Flow valuation method.
Relative Valuation
NET stock valuation using valuation multiples.
Wall Street Estimates
NET price targets and financial estimates made by Wall st analysts.
Profitability Analysis
Detailed analysis of the company's profitability.
Solvency Analysis
Analysis of the financial position and solvency of the company.
Financials
Income Statement, Balance Sheet, Cash Flow Statement.
Discount Rate
NET stock discount rate: cost of equity and WACC.
Summary
DCF Valuation
Relative Valuation
Wall Street Estimates
Profitability Analysis
Solvency Analysis
Financials
Discount Rate
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