Cloudflare Inc
NYSE:NET
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Intrinsic Value
The intrinsic value of one
NET
stock under the Base Case scenario is
27.44
USD.
Compared to the current market price of 202.44 USD,
Cloudflare Inc
is
Overvalued by 86%.
The Intrinsic Value is calculated as the average of DCF and Relative values:
Let our AI compare Alpha Spread’s intrinsic value with external valuations from Simply Wall St, GuruFocus, ValueInvesting.io, Seeking Alpha, and others.
Let our AI break down the key assumptions behind the intrinsic value calculation for Cloudflare Inc.
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Fundamental Analysis
Select up to 3 indicators:
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Cloudflare’s rich valuation and persistent focus on top-line growth could become a liability if customers slow their adoption of Cloudflare’s network security and performance products, intensifying scrutiny of its cash flow and profitability metrics.
Growing competition from major cloud providers (such as AWS and Azure) and specialized edge networks presents a risk, as Cloudflare may be forced to invest heavily in new features like zero-trust and serverless computing to remain competitive, pressuring margins.
Its expanded product suite, including Cloudflare Workers and security analytics, requires substantial ongoing R&D. Should these services fail to convert a significant portion of Cloudflare’s large self-serve user base into paying enterprise customers, the company could struggle to justify its expenses.
Cloudflare’s unified platform for web performance, security, and edge computing services positions it as a must-have technology partner for enterprises seeking to simplify their infrastructure and reduce latency, supporting continuous revenue expansion.
Its differentiated freemium model has cultivated a massive user ecosystem, offering a strong upsell and cross-sell funnel, especially as organizations increasingly adopt zero-trust architectures and serverless computing, where Cloudflare is well-positioned.
International expansion and partnerships with managed service providers significantly widen Cloudflare’s reach, potentially unlocking new revenue sources across emerging markets, where demand for faster, more secure internet connectivity continues to rise.
Revenue & Expenses Breakdown
Cloudflare Inc
Balance Sheet Decomposition
Cloudflare Inc
| Current Assets | 4.5B |
| Cash & Short-Term Investments | 4B |
| Receivables | 374.5m |
| Other Current Assets | 118.7m |
| Non-Current Assets | 1.2B |
| PP&E | 810.5m |
| Intangibles | 199.5m |
| Other Non-Current Assets | 239.6m |
| Current Liabilities | 2.2B |
| Accounts Payable | 85.9m |
| Accrued Liabilities | 248m |
| Other Current Liabilities | 1.9B |
| Non-Current Liabilities | 2.2B |
| Long-Term Debt | 2B |
| Other Non-Current Liabilities | 243.5m |
Free Cash Flow Analysis
Cloudflare Inc
| USD | |
| Free Cash Flow | USD |
Earnings Waterfall
Cloudflare Inc
|
Revenue
|
2B
USD
|
|
Cost of Revenue
|
-499.3m
USD
|
|
Gross Profit
|
1.5B
USD
|
|
Operating Expenses
|
-1.7B
USD
|
|
Operating Income
|
-189.1m
USD
|
|
Other Expenses
|
85.9m
USD
|
|
Net Income
|
-103.2m
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 53/100. The higher the solvency score, the more solvent the company is.
Score
Cloudflare Inc's solvency score is 53/100. 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 243.99 USD
with a low forecast of 118.17 USD and a high forecast of 333.9 USD.
Dividends
Current shareholder yield for
NET is
.
Shareholder yield represents the total return a company provides to its shareholders, calculated as the sum of dividend yield, buyback yield, and debt paydown yield. What is shareholder yield?
The intrinsic value of one
NET
stock under the Base Case scenario is
27.44
USD.
Compared to the current market price of 202.44 USD,
Cloudflare Inc
is
Overvalued by 86%.