Cloudflare Inc
NYSE:NET
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Intrinsic Value
Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. [ Read More ]
The intrinsic value of one NET stock under the Base Case scenario is 18.7 USD. Compared to the current market price of 78.06 USD, Cloudflare Inc is Overvalued by 76%.
Valuation Backtest
Cloudflare Inc
Run backtest to discover the historical profit from buying and selling NET stocks based on their intrinsic value.
Analyze the historical link between intrinsic value and market price to make more informed investment decisions.
Fundamental Analysis
Strong Revenue Growth and Strategic Customer Expansion Drive Success
Earnings Call Summary
In Q1 2024, Cloudflare achieved a revenue of $378.6 million, a 30% increase year-over-year. The company added 122 new large customers, boosting the total to 2,878, marking a 33% rise. Large customers contributed 67% of the revenue, up from 62% last year. The gross margin improved to 79.5% from 78.9%. Operating income more than doubled to $42.4 million with an 11.2% margin. Free cash flow reached $35.6 million. Guidance for Q2 2024 projects revenue of $393.5-$394.5 million, with the full year forecasted at $1.648-$1.652 billion, reflecting a 27% growth.
Balance Sheet Decomposition
Cloudflare Inc
Current Assets | 2B |
Cash & Short-Term Investments | 1.7B |
Receivables | 224.8m |
Other Current Assets | 75.2m |
Non-Current Assets | 785.5m |
PP&E | 471.2m |
Intangibles | 162.3m |
Other Non-Current Assets | 151.9m |
Current Liabilities | 574.1m |
Accounts Payable | 47.8m |
Accrued Liabilities | 170m |
Other Current Liabilities | 356.2m |
Non-Current Liabilities | 1.4B |
Long-Term Debt | 1.3B |
Other Non-Current Liabilities | 146m |
Earnings Waterfall
Cloudflare Inc
Revenue
|
1.4B
USD
|
Cost of Revenue
|
-321.6m
USD
|
Gross Profit
|
1.1B
USD
|
Operating Expenses
|
-1.3B
USD
|
Operating Income
|
-243.1m
USD
|
Other Expenses
|
61.7m
USD
|
Net Income
|
-181.4m
USD
|
Free Cash Flow Analysis
Cloudflare Inc
USD | |
Free Cash Flow | USD |
NET Profitability Score
Profitability Due Diligence
Cloudflare Inc's profitability score is 33/100. The higher the profitability score, the more profitable the company is.
Score
Cloudflare Inc's profitability score is 33/100. The higher the profitability score, the more profitable the company is.
NET Solvency Score
Solvency Due Diligence
Cloudflare Inc's solvency score is 55/100. The higher the solvency score, the more solvent the company is.
Score
Cloudflare Inc's solvency score is 55/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
NET Price Targets Summary
Cloudflare Inc
According to Wall Street analysts, the average 1-year price target for NET is 92.52 USD with a low forecast of 50.5 USD and a high forecast of 141.75 USD.
Ownership
NET Insider Trading
Buy and sell transactions by insiders
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Price Appreciation
NET Price
Cloudflare Inc
Average Annual Return | 83.96% |
Standard Deviation of Annual Returns | 178.13% |
Max Drawdown | -83% |
Market Capitalization | 26.5B USD |
Shares Outstanding | 338 583 000 |
Percentage of Shares Shorted | 3.53% |
NET News
Last Important Events
Cloudflare Inc
Significant happenings or occurrences that are of interest to investors. These could be company-specific developments or market-wide shifts.
Sentiment Analysis
Cloudflare Inc
Company Profile
Country
Industry
Market Cap
Dividend Yield
Description
Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The company is headquartered in San Francisco, California and currently employs 3,063 full-time employees. The company went IPO on 2019-09-13. The firm's network serves as a scalable, unified control plane to deliver security, performance, and reliability across on-premise, hybrid, cloud, and software-as-a-service (SaaS) applications. The firm's integrated suite of products consists of solutions for an organization's external-facing infrastructure, such as Websites, applications, and application programming interfaces (APIs) to deliver security, performance, and reliability; solutions to serve an organization's internal resources, such as Internal networks and devices; developer-based solutions, and consumer offerings. Its security products include Cloud Firewall, Bot Management, Unmetered Mitigation, Cloudflare Orbit, SSL for SaaS, Dedicated & Custom Certs and others. Its performance products include Content Delivery, Intelligent Routing, Content Optimization and others.
Contact
IPO
Employees
Officers
The intrinsic value of one NET stock under the Base Case scenario is 18.7 USD.
Compared to the current market price of 78.06 USD, Cloudflare Inc is Overvalued by 76%.