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Cloudflare Inc
NYSE:NET

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Cloudflare Inc Logo
Cloudflare Inc
NYSE:NET
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Price: 83.375 USD -0.86%
Updated: Apr 22, 2024

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 17.501 USD. Compared to the current market price of 83.375 USD, Cloudflare Inc is Overvalued by 79%.

Key Points:
NET Intrinsic Value
Base Case
17.501 USD
Overvaluation 79%
Intrinsic Value
Price
Worst Case
Base Case
Best Case

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Cloudflare Inc

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Fundamental Analysis

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Cloudflare Inc

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Financials

Balance Sheet Decomposition
Cloudflare Inc

Current Assets 2B
Cash & Short-Term Investments 1.7B
Receivables 259.3m
Other Current Assets 50m
Non-Current Assets 776.7m
PP&E 461.4m
Intangibles 167.6m
Other Non-Current Assets 147.7m
Current Liabilities 567.1m
Accounts Payable 53.7m
Accrued Liabilities 165.7m
Other Current Liabilities 347.6m
Non-Current Liabilities 1.4B
Long-Term Debt 1.3B
Other Non-Current Liabilities 146.3m
Efficiency

Earnings Waterfall
Cloudflare Inc

Revenue
1.3B USD
Cost of Revenue
-307m USD
Gross Profit
989.7m USD
Operating Expenses
-1.2B USD
Operating Income
-185.5m USD
Other Expenses
1.5m USD
Net Income
-183.9m USD

Free Cash Flow Analysis
Cloudflare Inc

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Fundamental Scores

NET Profitability Score
Profitability Due Diligence

Cloudflare Inc's profitability score is 32/100. The higher the profitability score, the more profitable the company is.

Positive Gross Profit
Exceptional 3-Years Revenue Growth
Exceptional Revenue Growth Forecast
ROIC is Increasing
32/100
Profitability
Score

Cloudflare Inc's profitability score is 32/100. The higher the profitability score, the more profitable the company is.

NET Solvency Score
Solvency Due Diligence

Cloudflare Inc's solvency score is 54/100. The higher the solvency score, the more solvent the company is.

High Altman Z-Score
Short-Term Solvency
Negative Net Debt
Long-Term Solvency
54/100
Solvency
Score

Cloudflare Inc's solvency score is 54/100. The higher the solvency score, the more solvent the company is.

Wall St
Price Targets

NET Price Targets Summary
Cloudflare Inc

Wall Street analysts forecast NET stock price to rise over the next 12 months.

According to Wall Street analysts, the average 1-year price target for NET is 102.554 USD with a low forecast of 52.52 USD and a high forecast of 141.75 USD.

Lowest
Price Target
52.52 USD
37% Downside
Average
Price Target
102.554 USD
23% Upside
Highest
Price Target
141.75 USD
70% Upside
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Competitive Landscape

Ownership

NET Insider Trading
Buy and sell transactions by insiders

Cumulative Transactions Amount
Period Sold Bought Net
3 Months
6 Months
9 Months
12 Months
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Shareholder Return

NET Price
Cloudflare Inc

1M 1M
-14%
6M 6M
+42%
1Y 1Y
+33%
3Y 3Y
+11%
5Y 5Y
+363%
10Y 10Y
+363%
Annual Price Range
83.375
52w Low
40.48
52w High
107.92
Price Metrics
Average Annual Return 83.96%
Standard Deviation of Annual Returns 178.13%
Max Drawdown -83%
Shares Statistics
Market Capitalization 28.1B USD
Shares Outstanding 337 660 000
Percentage of Shares Shorted 4.3%

NET Return Decomposition
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Last Important Events
Cloudflare Inc

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Cloudflare Inc

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Company Profile

Cloudflare Inc Logo
Cloudflare Inc

Country

United States of America

Industry

Technology

Market Cap

28.1B USD

Dividend Yield

0%

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

CALIFORNIA
San Francisco
101 Townsend St
+18889935273.0
https://www.cloudflare.com/

IPO

2019-09-13

Employees

3 063

Officers

Co-Founder, Chairman & CEO
Mr. Matthew Prince
Co-Founder, COO, President & Director
Ms. Michelle Zatlyn
Chief Financial Officer
Mr. Thomas Josef Seifert
General Counsel & Secretary
Mr. Douglas James Kramer
President of Revenue
Mr. Mark F. Anderson
Co-Founder
Mr. Lee Holloway
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VP of Finance & Chief Accounting Officer
Ms. Janel Riley
Chief Technology Officer
Mr. - John
Vice President of Strategic Finance, Treasury and Investor Relations
Mr. Philip Alan Winslow Jr., C.F.A., Jr.
Head of Governance Risk & Compliance
Ms. W. Ling
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See Also

Discover More
What is the Intrinsic Value of one NET stock?

The intrinsic value of one NET stock under the Base Case scenario is 17.501 USD.

Is NET stock undervalued or overvalued?

Compared to the current market price of 83.375 USD, Cloudflare Inc is Overvalued by 79%.