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Cloudflare Inc
NYSE:NET

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Cloudflare Inc
NYSE:NET
Watchlist
Price: 96.83 USD 0.29%
Updated: Mar 29, 2024

Relative Value

The Relative Value of one NET stock under the Base Case scenario is 22.3 USD. Compared to the current market price of 96.83 USD, Cloudflare Inc is Overvalued by 77%.

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
22.3 USD
Overvaluation 77%
Relative Value
Price
Worst Case
Base Case
Best Case

Valuation Multiples

vs History
44
vs Industry
4
Median 3Y
23.9
Median 5Y
23.5
Industry
2.4
Forward
19.5
vs History
vs Industry
Median 3Y
-127.3
Median 5Y
-104.2
Industry
24.9
Forward
159
vs History
42
vs Industry
4
Median 3Y
210.9
Median 5Y
108.8
Industry
17.6
vs History
12
vs Industry
2
Median 3Y
-257
Median 5Y
-155.7
Industry
22
vs History
17
vs Industry
2
Median 3Y
34
Median 5Y
30.5
Industry
2.9
vs History
44
vs Industry
5
Median 3Y
23.6
Median 5Y
22.7
Industry
2.4
Forward
19.3
vs History
44
vs Industry
7
Median 3Y
30.5
Median 5Y
29.6
Industry
5.1
vs History
vs Industry
Median 3Y
-325.1
Median 5Y
-232.3
Industry
13.5
Forward
104.8
vs History
vs Industry
Median 3Y
-135.2
Median 5Y
-107.7
Industry
17.2
Forward
199.8
vs History
42
vs Industry
4
Median 3Y
208.6
Median 5Y
107.4
Industry
16.3
vs History
12
vs Industry
2
Median 3Y
-262.6
Median 5Y
-157
Industry
19.4
vs History
46
vs Industry
3
Median 3Y
26.9
Median 5Y
29.1
Industry
2.5

Multiples Across Competitors

NET Competitors Multiples
Cloudflare Inc Competitors

All Multiples
P/S
P/E
EV/EBITDA
EV/EBIT
All Countries
Close
Market Cap P/S P/E EV/EBITDA EV/EBIT
US
Cloudflare Inc
NYSE:NET
32.7B USD 25.2 -177.7 -650.2 -174.1
CA
Shopify Inc
NYSE:SHOP
99.3B USD 14.1 746.5 -11 899.1 -1 220.4
US
Snowflake Inc.
NYSE:SNOW
53.2B USD 19 -63.6 -51.3 -45.6
US
MongoDB Inc
NASDAQ:MDB
26.1B USD 15.5 -147.7 -119.6 -107.9
US
Verisign Inc
NASDAQ:VRSN
19.2B USD 12.9 23.5 19.2 20
US
Okta Inc
NASDAQ:OKTA
17.5B USD 7.7 -49.3 -43.7 -35.7
US
GoDaddy Inc
NYSE:GDDY
16.9B USD 4 12.1 25 31.7
US
Akamai Technologies Inc
NASDAQ:AKAM
16.4B USD 4.3 30 14.4 25.2
US
Twilio Inc
NYSE:TWLO
11.1B USD 2.7 -10.9 -97.1 -21.9
US
Switch Inc
NYSE:SWCH
8.4B USD 12.6 22.1 34.7 109.5
IL
Wix.Com Ltd
NASDAQ:WIX
7.9B USD 5 237.1 215.2 906.4
P/E Multiple
Earnings Growth
US
Cloudflare Inc
NYSE:NET
Average P/E: 178.6
Negative Multiple: -177.7
N/A
CA
Shopify Inc
NYSE:SHOP
746.5
1 632%
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -63.6 N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -147.7 N/A
US
Verisign Inc
NASDAQ:VRSN
23.5
20%
US
Okta Inc
NASDAQ:OKTA
Negative Multiple: -49.3 N/A
US
GoDaddy Inc
NYSE:GDDY
12.1
-22%
US
Akamai Technologies Inc
NASDAQ:AKAM
30
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
237.1
1 221%
EV/EBITDA Multiple
EBITDA Growth
US
Cloudflare Inc
NYSE:NET
Average EV/EBITDA: 61.7
Negative Multiple: -650.2
N/A
CA
Shopify Inc
NYSE:SHOP
Negative Multiple: -11 899.1 N/A
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -51.3 N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -119.6 N/A
US
Verisign Inc
NASDAQ:VRSN
19.2
21%
US
Okta Inc
NASDAQ:OKTA
Negative Multiple: -43.7 N/A
US
GoDaddy Inc
NYSE:GDDY
25
114%
US
Akamai Technologies Inc
NASDAQ:AKAM
14.4
54%
US
Twilio Inc
NYSE:TWLO
Negative Multiple: -97.1 N/A
US
Switch Inc
NYSE:SWCH
34.7
N/A
IL
Wix.Com Ltd
NASDAQ:WIX
215.2
1 554%
EV/EBIT Multiple
EBIT Growth
US
Cloudflare Inc
NYSE:NET
Average EV/EBIT: 218.6
Negative Multiple: -174.1
N/A
CA
Shopify Inc
NYSE:SHOP
Negative Multiple: -1 220.4 N/A
US
Snowflake Inc.
NYSE:SNOW
Negative Multiple: -45.6 N/A
US
MongoDB Inc
NASDAQ:MDB
Negative Multiple: -107.9 N/A
US
Verisign Inc
NASDAQ:VRSN
20
19%
US
Okta Inc
NASDAQ:OKTA
Negative Multiple: -35.7 N/A
US
GoDaddy Inc
NYSE:GDDY
31.7
114%
US
Akamai Technologies Inc
NASDAQ:AKAM
25.2
103%
US
Twilio Inc
NYSE:TWLO
Negative Multiple: -21.9 N/A
US
Switch Inc
NYSE:SWCH
109.5
N/A
IL
Wix.Com Ltd
NASDAQ:WIX
906.4
6 560%

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