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Cloudflare

NYQ:NET · US18915M1071
IT ServicesLarge

360

14
EV / EBIT1
Price / Owner Earnings95
Owner Earnings Yield1
Dividend Yield1
Price/Sales1
EV / Gross Profit4
Price/Book1
Return on Capital7
Cash Return on Capital12
Return on Equity10
EBIT Margin8
Gross Profitability50
Accruals11
Owner Earnings Margin16
Sales growth92
Profit Growth68
Long-Term EPS Growth98
Reinvestment64
Price momentum92
Debt load18
Refinancing51
Debt Payback1
Liquidity9
Analyst ratings49
Opinion Changes33
Price Target Upside18
Market mood67
Value Creation8/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Cloudflare clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryIT Services
SizeLarge
TypePublic Company
ExchangeNYSE
Founded2009
Employees5,467
Websitecloudflare.com
ISINUS18915M1071
Last UpdateApr 2, 2026
Index & Theme
DevSecOpsSoftware DevelopmentData ProtectionSSL VPNsCloud ManagementEncryptionNetwork SecurityCloud SecurityDefenseTechCloud Infrastructure

Description

Cloudflare, Inc. (Cloudflare) is a global cloud services provider that delivers a broad range of services to businesses of all sizes and in all geographies. Cloudflare’s network serves as a scalable, easy-to-use, unified control plane to deliver sec…

Analysis

Story stock

Cloudflare, Inc. trades at an expensive price on a weak set of business metrics, a combination we flag as a story stock.

Valuation data is not available for this company.

Growth is solid; the safety picture is stretched. The company scores 8/20 on our value-creation score: creating some value.

No flags apply to this company at this time: accounts, balance sheet, and cash quality all pass. A clean bill of health is meaningful, not just the absence of a warning. This analysis describes numbers; it is not investment advice.

360° rank · history

1007550250
31
2023202420252026

All-time high

33

Mar 2026

All-time low

12

Jan 2025

Average rank

21

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
1
1
1
1
Price/Earnings
1
1
3
1
Price/Book
1
1
1
18
Dividend Yield
1
1
1
1
Value (overall)
1
1
1
3

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →