NYSE · Technology · Software - Infrastructure · USA
Cloudflare Inc is a large cap company (market value between $10 billion and $200 billion) in the Software - Infrastructure industry.
Cloudflare delivers cloud-based security, performance, and reliability services for businesses of all sizes globally. The company operates a distributed network across multiple countries, providing application security, performance optimization, secure access services, and developer solutions to help organizations protect and accelerate their Internet-connected applications and infrastructure.
From its FY2025 annual report (Form 10-K)
Intrinsic value, DCF valuation, financial health and value investing analysis for the Cloudflare Inc stock.
Overvalued: intrinsic value $41.13 per share, market price $297.58, margin of safety -623.5% (as of 2026-10-19).
A 6.2x revenue multiple, discounted for its losses, values the shares at $41.13; the price of $297.58 is 623% above that value.
Leak Score: 44/100 on 9 of 12 signals (On Watch).
17 more funds hold it; the full list is part of the paid plan.
All 181 Software - Infrastructure stocks
72 more in this industry show a wider margin of safety.
NET is overvalued (as of the 2026-10-19 close). A 6.2x revenue multiple, discounted for its losses, values the shares at $41.13; the price of $297.58 is 623% above that value.
$41.13 per share (as of the 2026-10-19 close), against a market price of $297.58. That is a margin of safety of -623.5%. The value is the average of the valuation methods that apply to this company, recomputed every night after the US close.
The price pays more for each dollar of sales than its growth and margins justify. Times its sales the price pays: 42.6x. Multiple we apply for its growth and margins: 6.2x.
44 out of 100, which we rate "On Watch", on 9 of 12 value investing signals.