EN DE
Watch Cloudflare Inc for free: we tell you when fair value or trend changes.
Data-driven stock valuation

Cloudflare Inc (NET) fair value: what the stock is really worth

As of Nov 6, 2026: fair value (intrinsic value) of Cloudflare Inc stock $16.34, price $269, that is 93.9% below the price, quality 34 out of 100. Rating: strongly overvalued. Calculated from audited financials with 9 of our 26 valuation models and 37 quality factors, updated daily.

  1. Keep an eye on it?Free in your watchlist: 5 stocks without an account, 10 with one Yes, for free

Technology US

CI Cloudflare Inc logo Thin data Nov 8, 2026

Cloudflare Inc

NET · US
Very expensive, weak quality

Our calculation puts a fair price 94% below what the stock costs today.

Generates free cash flow
Revenue last quarter +39% vs. a year ago.
Mixed Growth (revenue 5y +38.1 %/yr in USD)
Moderate debt
Insiders sold $362.2M (6M)
Fair value $16.34 · Strongly overvalued (−93.9%)
Quality 34/100
Loss-making · -8.8% net margin (TTM)
Trails peers (1/11)
Narrow moat 1/100
Negative coverage
Thin data
Extreme value

Risks from the AI analysis

🚩Lawsuit blocks founder control recapitalization🚩CLOUD Act and data sovereignty risks
Watch Cloudflare Inc for free: we tell you when fair value or trend changes. Watch for free

What runs behind every stock

26 valuation models 8 families, DCF to NCAV 37 quality factors margins, balance sheet, cashflow, debt 6 AI factors moat, what no ratio measures 2,000+ data points verified, per stock, median

69 individual criteria per stock, every one traceable See the method →

Price vs Fair Value

$360.93 $37.84 Fair Value $16.34 Aug 2021 Nov 2026

White line = price, green steps = our fair value per fiscal year. As of Nov 8, 2026.

How to read this chart

60‑month range $37.84 – $360.93 · fair‑value band $8.39 – $31.16 · the $268.75 price screens above the $16.34 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). As of Nov 8, 2026.

Follow Cloudflare in your weekly email

Every Wednesday you see whether Cloudflare is on track or worth a review, plus price against fair value. Free, up to 3 stocks.

We send you a confirmation link. Unsubscribe with one click.

Which stocks are undervalued right now? Check free Discover now →

Company profile

Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.

Show moreShow less

The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products.

It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum.

In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products.

Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names.

The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

Stock analysis

Cloudflare Inc (NET) currently trades at $268.75, while our model-based Fair Value estimate is $16.34, 94% below the price, so the stock looks overvalued today.

Show more

Valuation

Bull case: the Growth DCF group reads highest at a median of $21.03 per share, and 0 of the 9 models we run sit above the $268.75 price.

Bear case: the Multiples group reads lowest at $4.49, and 9 of the 9 models stay below the price. Data coverage for this calculation is low.

Scenario range: $8.39 (bear) to $31.16 (bull), the price of $268.75 sits above it. Bear and bull are the same models on cautious and optimistic assumptions, a range, not a price target.

Quality & growth

The Quality Score stands at 34/100 (below-average quality), in the Technology sector.

Mixed Growth: Revenue is growing, but margins or cash flow do not fully confirm the trend.

Cloudflare Inc reported revenue of $2.2B in FY2025 versus $656M in FY2021, a compound +34.8%/yr. Reported net income was −$102M in FY2025.

Key figures

Market cap $95.2B Large · P/S ratio 35.2 · EPS (TTM) $−0.6700 · Net margin −8.8% · Return on equity −17.0% · Return on assets (EBIT) −5.6% (5-year average) · Operating margin −7.3% · Revenue (TTM) $2.7B.

What moves the price

The share trades about 26% below its 52-week high and 68% above its 52-week low, currently above its 200-day average.

For context, the median of 10 Technology peers we cover trades at −11% fair-value upside, at −94%, NET screens richer than that median.

Fair Value models

The price assumes far more growth than our models allow for, so the models scatter widely ($0.2100 to $22.91). Read the Fair Value as a cautious anchor, not a price target; the Growth Forecast section shows what the price assumes.
Bear $8.39 Fair Value $16.34 Bull $31.16
Price $268.75 · Downside -93.9%
Model ⓘEach model values the company its own way (discounted cash flow, earnings, assets, dividends). The fair value above starts from their evidence-weighted blend, not from a single model. In cyclical trough or peak years, after dilution or a stock split it is adjusted afterwards, so it can sit above or below the models. Bear ⓘBear = the cautious scenario: the same model computed with conservative anchors (lower growth, margins and valuation multiples). Together with Bull it frames a plausible valuation range, not a price target.BaseBull ⓘBull = the optimistic scenario: the same model computed with favourable anchors (higher growth, margins and valuation multiples). Together with Bear it frames a plausible valuation range, not a price target. If a model's bull case is above four times its base value, the table shows that limit with a > sign (like the overall Bull above): beyond it no assumption holds. Coverage ⓘCoverage = how well-backed THIS model's estimate is for this stock (0–100): how complete and reliable its input data are, and how well the model fits the company. The final Fair Value is an evidence-weighted blend, so better-evidenced models count more. Green ≥70, amber 50–69, grey below 50.
Best data coverage
FCF DCF $12.06 $19.76 $43.30 72
Growth DCF $11.11 $22.91 $41.67 72
5Y EBITDA Exit $3.91 $7.28 $13.81 69
All 9 models by family
DCF Models
FCF DCF $12.06 $19.76 $43.30 72
5Y Revenue Exit $8.39 $16.34 $32.94 66
5Y EBITDA Exit $3.91 $7.28 $13.81 69
10Y Revenue Exit $9.30 $22.90 $31.16 63
10Y EBITDA Exit $6.56 $13.71 $24.68 63
Multiples
EV/Revenue $0.6000 $4.49 $8.38 47
Asset-Based
NCAV (Graham) $0.1400 $0.2100 $0.2600 55
Growth DCF
Growth DCF $11.11 $22.91 $41.67 72
Rev-Margin DCF $9.56 $19.15 $39.24 65

Open the full fair value analysis →

Quality Score breakdown

Overall quality 34/100

It rates the business: profits, how they develop, real cash, balance sheet, investing and share count.

Profitability 16
How much profit the company makes from its sales and capital
Quality Growth 48
Are margins and returns getting better?
Cashflow 58
Do the profits arrive as real cash?
Financial strength 45
Debt, balance sheet and risk of trouble
Investment 8
Does it invest with discipline instead of growing at any price?
Low Volatility 17
How calm the share price moves, does not count
Price momentum 65
Price momentum of the last 3 to 12 months, does not count
Near the 52-week high 54
Distance to the 52-week high, does not count
New shares 63
Buys back shares or issues new ones?

Open the full quality analysis →

Insider trades

In the last 6 months, 9 officers or directors sold shares worth $362.2M and none bought.

  • SaleCarl LedbetterDirector14× since Nov 17, 2025: 130,000 shares, avg. $236.88$30.8MOct 19, 202610b5-1 plan
  • SaleThomas J SeifertChief Financial Officer13× since Nov 20, 2025: 240,953 shares, avg. $238.61$57.5MOct 19, 202610b5-1 plan
  • SaleMichelle ZatlynPresident and Board Co-Chair, Director12× since Nov 20, 2025: 1,039,811 shares, avg. $237.73$247.2MOct 7, 202610b5-1 plan
  • SaleJanel RileyChief Accounting Officer5× since Nov 18, 2025: 42,942 shares, avg. $204.38$8.8MAug 18, 202610b5-1 plan
  • SaleAlissa Michelle StarzakChief Legal Officer2× since May 28, 2026: 22,114 shares, avg. $240.48$5.3MAug 18, 202610b5-1 plan
  • SaleJohn Graham-CummingDirector9× since Dec 15, 2025: 23,804 shares, avg. $217.29$5.2MAug 10, 202610b5-1 plan
  • SaleMatthew PrinceCEO & Board Co-Chair, Director, 10% owner17× since Nov 17, 2025: 1,571,553 shares, avg. $216.08$339.6MAug 5, 202610b5-1 plan
  • SaleMark J HawkinsDirector9× since Dec 1, 2025: 1,200 shares, avg. $215.02$258,026Aug 3, 202610b5-1 plan
  • SaleKatrin SuderDirector3× since Nov 19, 2025: 4,355 shares, avg. $201.87$879,153Jun 8, 202610b5-1 plan
  • SaleDouglas James KramerCHIEF LEGAL OFFICER3× since Dec 1, 2025: 15,000 shares, avg. $193.73$2.9MFeb 2, 202610b5-1 plan

Plus 44 other filings such as grants, option exercises or tax withholding. They are not market purchases or sales.

Sales are often planned (taxes, diversification, 10b5-1 plans). Purchases with their own money are seen as the stronger sign. For information only: not part of the quality score or Fair Value.

Source: SEC Form 4, as of Nov 6, 2026. All filings at the SEC ↗

Revenue & earnings trend

Growth Quality ⓘGrowth is valuable only when reinvestment earns attractive returns (Aswath Damodaran): sustainable growth depends on return on capital, reinvestment and efficiency. Basis: total company revenue over the periods shown on the cards (3Y/5Y/all years), not per share, so a merger can show up as a growth jump; per-share earnings growth is in the value-creation card. 67/100
Revenue is growing, but margins or cash flow do not fully confirm the trend.
Revenue growth 1 year
+29.8%
Revenue growth 3 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+30.5%
Revenue growth 5 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+38.1%
Start year 2020 (pandemic)
Revenue growth 9 years ⓘMeasures the company's TOTAL revenue from reported annual statements: compound average growth per year (CAGR) from the fiscal year 3, 5 or N years back to the most recent comparable fiscal year. Not per share: buybacks do not change this number, and a merger can appear as a growth jump. Per-share growth (which does include buybacks) is in the value-creation card.
+43.4%
Profit margin (trend) ⓘOperating margin then vs now, from reported annual statements. A falling margin after a boom year is the classic peak-earnings signal: the growth rate then leans on an inflated base.
−24.8% (2020) → −9.6% (2025)
What shareholders gained per year ⓘWe only publish this rate when it is defensible. Reason: fiscal 2025 is a loss year, no rate is defined from a loss
not computed

Growth Forecast

A lot of optimism in the price
The price assumes more growth than the company has delivered so far and more than analysts expect.
What the price assumes ⓘThis turns our valuation around: instead of asking what the share is worth, it asks what growth the current price requires. It uses the cash the company keeps after all spending (free cash flow), the same discount rate as our models, five years of growth, then slowing evenly to 2 % a year by year ten. Compared with the analysts' sales forecasts extended to the same five years (at least three analysts, for context only, it does not enter the Fair Value): within 3 percentage points counts as "in line" (amber), below that little optimism (green), above that a lot of optimism (red).
+66.2%
Yearly growth needed for the next five years to justify today's price.
What forecasts expect ⓘAnalysts publish sales forecasts for the next two fiscal years. For the years after that, growth slows evenly to 2 % a year by year ten (2 % is the long-run rate our models use). Projected years are marked as such.
+25.6%
Yearly sales growth analysts expect, extended to five years.
After inflation (USA: IMF forecast 2.4% a year to 2030, 3.1% from 2016 to 2025) that is about +62.3% a year for the price and +22.7% for the forecasts.
Forecast 2026 (sales)+32.5%
Forecast 2027 (sales)+29.1%
Projected 2028 (sales)+25.7%
Projected 2029 (sales)+22.3%
Projected 2030 (sales)+18.9%

NET screens overvalued: fair value 94% below the price. Compare with Microsoft Corporation →

Recent news

News mood ⓘNews mood, the average tone of recent news (100 articles), rated against how stocks are usually covered. 🚀 Hype = unusually upbeat · 🙂 Positive = above average · 😐 Neutral = typical · 🙁 Negative = below average · 😨 Very negative = unusually downbeat. It reflects the tone of coverage, not our valuation. Negative
Recent news coverage is more negative than average.
Note from the team Oct 30, 2026
AI conclusion: The company's main strength is its edge network hosting over ten million developers driven by surging AI agent requests, while the key weakness is the risk that gains from agents will be offset when compute becomes a commodity.
Main risk: A Delaware court injunction on the recapitalization could force changes to the dual-class structure, affecting founder decision-making stability and long-term strategy execution.
Bull case: The company could resolve the governance dispute through negotiation or appeal and leverage its edge network position to benefit from rising AI agent traffic without major disruption.
Bear case: Prolonged legal battles over control or stricter data regulations could erode customer trust in key markets and slow expansion of the Workers and security platforms.
Cloudflare now hosts more than ten million developers building on its platform, fueled by AI agent requests that have surged over 1,700 percent in a year and already make up more than half of all Internet traffic. Our models see the stock as overvalued even as the company bets its edge network on this agentic era. Will it gain more from agents constructing and scaling applications than it loses when compute becomes a commodity?
Join the discussion →

Compare Cloudflare Inc with another stock

Price, fair value, quality and upside side by side.

Free, no sign-up

Peer GroupⓘHow this stock ranks against its industry: the green marker is this stock, the band is the typical 25–75% peer range, and the tick is the median.Software - Infrastructure · 345 stocks

Beats the industry median on 1/10 measures
Overall it trails its industry peers.
Valuation
Quality Score 34 · Bottom 25%
Fair Value upside −93.9% · Bottom 25%
Profitability
Return on assets −1.7% · Below median
Net margin (12 months) −8.8% · Bottom 25%
Operating margin (12 months) −7.3% · Bottom 25%
Growth and dividend
Revenue growth (quarter YoY) 39.2% · Top 25%
Balance sheet
Debt / equity 1.35× · Highest 25%

Valuation Multiplesvs Software - Infrastructure median · lower = cheaper

P/S (12 months) 34.85× · Priciest 25%
Price / free cash flow (fiscal year) 293.6× · Priciest 25%
PEG 2.38× · Priciest 25%

Strength profile in five axes (Snowflake)

VALUEFUTUREPASTHEALTHDIVIDEND
This stock
VALUEFUTUREPASTHEALTHDIVIDEND
Sector peers
VALUE (fair-value potential)0 · sector 25
FUTURE (revenue growth)100 · sector 60
PAST (return on equity)0 · sector 23
HEALTH (low debt)32 · sector 98
DIVIDEND (yield)0 · sector 31

VALUE 0: the price sits above our fair-value range.

Context: sector, industry, market

Values & ESG

Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.

None of the checked exposures detected

Similar stocks

10 more Software - Infrastructure stocks, each showing price versus our Fair Value estimate.

Stock Price Fair Value vs Fair Value Compare
Fortinet, Inc FTNT $118.84 $134.76 +13% vs NET
Microsoft Corporation MSFT $530.61 $583.67 +10% vs NET
Oracle Corporation ORCL $116.10 $111.97 −4% vs NET
NetApp, Inc NTAP $169.19 $156.80 −7% vs NET
Block, Inc XYZ $85.48 $76.43 −11% vs NET
Synopsys, Inc SNPS $450.46 $288.23 −36% vs NET
Zscaler, Inc ZS $197.66 $101.45 −49% vs NET
Palantir Technologies Inc PLTR $160.38 $42.20 −74% vs NET
CrowdStrike Holdings CRWD $216.90 $37.97 −82% vs NET
Palo Alto Networks, Inc PANW $313.84 $39.54 −87% vs NET

Explore undervalued stocks

More undervalued Technology stocks →

All undervalued stocks TechnologyFinancial ServicesHealthcareConsumer CyclicalConsumer DefensiveCommunication ServicesIndustrialsEnergyBasic MaterialsReal EstateUtilities Deeply Undervalued StocksUndervalued High-Quality StocksUndervalued Blue-Chip StocksUndervalued Small-Cap StocksUndervalued Dividend StocksUndervalued 52-Week Low Stocks

Try a ready-made strategy

Pick a strategy and jump into the live analysis with that exact screen applied.

🥇 Backtested Best 🏆 Big Names 💎 Quality on Sale 🚀 Profitable Growth 🧊 Quality Compounders 💵 Dividend Stars 📈 Strong Momentum 📉 Fallen Angels ⚖️ Deeply Undervalued 🔍 Small-Cap Gems 🏰 Moat at a Fair Price 💼 Insider Buying 🎩 Buffett-Style Quality 📚 Peter Lynch GARP 🧮 Greenblatt Magic Formula 🛡️ Graham Defensive

Discover tools

Stock screenerFilter by region, size and sector Compare toolTwo stocks side by side Evidence & backtest34 years, failed companies included Financial calculatorsDCF, Graham, PEG and more
Run the numbers yourself: free valuation calculators
DCF CalculatorP/E Ratio CalculatorPEG Ratio CalculatorGraham NumberPeter Lynch FormulaDDM CalculatorIntrinsic ValueIntrinsic vs Extrinsic ValueP/E Ratio by Sector
For bloggers & editors: embed code + live data

For bloggers, editors and developers: paste this into your site or blog (a “Custom HTML” block in WordPress), it shows the current fair value and links back here. Free, plain HTML, and welcome. Full data streams (CSV/JSON) at /developers.

Cloudflare Inc: fair value per Fair Value Calculator

Cite: Fair Value Calculator (2026). "Cloudflare Inc Fair Value". https://www.fairvalue-calculator.com/stock/NET

Frequently asked questions

Is Cloudflare Inc (NET) overvalued or undervalued?
As of Nov 8, 2026, our model estimates a fair value of $16.34 versus a price of $268.75, about 94% lower (overvalued).
What is the fair value of NET?
Our model-based fair value for Cloudflare Inc is $16.34 (as of Nov 8, 2026), built from audited fundamentals. The current price: $268.75.
What is the quality score of NET?
Cloudflare Inc has a Quality Score of 34/100. It measures business quality (profitability, growth, cash flow, balance-sheet strength, investment discipline, share issuance). Market factors such as price momentum and volatility do not enter the number; they are shown separately in the detail view.
What is the price target for Cloudflare Inc (NET)?
Our model-based price target is the fair value of $16.34 (as of Nov 8, 2026) from 9 valuation models. Cautious scenario $8.39, optimistic scenario $31.16. It is a calculation from audited fundamentals, not an analyst target.
What is the Cloudflare Inc stock forecast for 2026?
Our models put fair value at $16.34, about 94% lower versus a price of $268.75 (overvalued). Cautious scenario $8.39, optimistic scenario $31.16. The calculation is refreshed regularly with new filings.
What is the revenue of Cloudflare Inc (NET)?
Cloudflare Inc reported trailing-twelve-month revenue of about $2.7B (latest available figure, as of Nov 8, 2026).
What growth is priced into Cloudflare Inc (NET)?
For today's price to be fair in a discounted-cash-flow model, Cloudflare Inc would have to grow free cash flow by +66.2 % per year for five years (discount rate 10.1 %, then slowing evenly to 2 % perpetual growth by year ten). Over the last 5 years revenue grew +38.1 % per year. As of Nov 8, 2026.
What discount rate (WACC) does the fair value of NET use?
Our models discount Cloudflare Inc at 10.1 %: a base by market capitalisation (large), damped by beta 1.37, country premium for USA. The same rate applies in all 26 models.
What is a reverse DCF?
A reverse DCF turns the usual calculation around. Instead of deriving a value from assumptions, it takes today's price as given and asks: what free-cash-flow growth would a company have to deliver for exactly this price to be fair? The result is not a forecast but the expectation already priced in. For Cloudflare Inc that is +66.2 % per year for five years, then slowing evenly to 2 % by year ten, using the same discount rate (10.1 %) and the same formula as our fair value.
How much growth has Cloudflare Inc (NET) delivered so far?
Over the past 5 years revenue at Cloudflare Inc grew +38.1 % a year. The price currently implies free-cash-flow growth of +66.2 % per year. Comparing the two shows how much confidence is in the price: if it demands more than has been delivered, the business has to accelerate for the maths to work.
How fast is the sector of Cloudflare Inc (NET) growing?
The median revenue growth in the sector is +11.5 % a year. That is the yardstick for the growth priced into Cloudflare Inc (+66.2 % per year): it shows whether the expectation is within the usual range or beyond it.
What is the free cash flow yield of Cloudflare Inc (NET)?
The free-cash-flow yield on the price is 0.34 %: that much free cash flow Cloudflare Inc produces per unit of market value. When it exceeds the discount rate of our models (10.1 %), the business already earns more than its cost of capital demands, and the price needs little additional growth.
What is the intrinsic value of Cloudflare Inc (NET)?
Intrinsic value and fair value mean the same thing: what the business is worth on its numbers, independent of the share price. For Cloudflare Inc it is $16.34 per share (as of Nov 8, 2026), against a price of $268.75. It is the blended result of 9 valuation models in 4 families (DCF Models, Multiples, Asset-Based, Growth DCF).
Is Cloudflare Inc stock overvalued or undervalued in 2026?
As of Nov 8, 2026, NET trades above its calculated fair value: price $268.75, fair value $16.34, a gap of about −94% (overvalued). The calculation is refreshed with each new quarterly report, so the verdict can change during the year.
Is fair value the same as the market price of NET?
No. The price is what the market pays today ($268.75); the fair value is what the company's own numbers justify ($16.34). For Cloudflare Inc the two are $252.41 per share apart. That gap is exactly why we show both numbers side by side.
How much is Cloudflare Inc worth?
The market values Cloudflare Inc at about $95.2B (market capitalisation, as of Nov 8, 2026). Per share that is $268.75; our models calculate a fair value of $16.34 per share.
What do the bullish and bearish scenarios say about NET?
Our models span a range for Cloudflare Inc: cautious scenario $8.39, base $16.34, optimistic $31.16 per share (as of Nov 8, 2026, price $268.75). The range comes from different growth and margin assumptions, not from analyst opinions.
What is the PEG ratio of NET?
The PEG ratio of Cloudflare Inc is 2.38 (P/E divided by earnings growth, as of Nov 8, 2026). That is above 1, so the growth is already paid for in the price.
How solid is the balance sheet of Cloudflare Inc (NET)?
Balance-sheet figures for Cloudflare Inc (as of Nov 8, 2026): return on equity −17.0%, debt of 1.35 per unit of equity. They feed the Quality Score of 34/100, which measures business quality independently of the share price.
How far is NET from its 52-week high?
Cloudflare Inc trades at $268.75, about 26% below its 52-week high of $360.93 and 68% above the low of $160.19 (as of Nov 6, 2026). Distance from the high says nothing about value: that is what the fair value of $16.34 is for.
Which stocks are comparable to Cloudflare Inc?
From the same area (Technology) we also value Microsoft Corporation, Oracle Corporation, Palantir Technologies Inc, Palo Alto Networks, Inc, among others. Each of them has its own fair-value calculation on this site using the same models, so the comparison is like for like.
Is Cloudflare Inc stock attractive at the current price?
The data as of Nov 8, 2026: price $268.75, calculated fair value $16.34 (−94%), Quality Score 34/100, from 9 models. Whether that fits your horizon and risk tolerance is your call. We provide the calculation, not investment advice.
How is the fair value of NET calculated?
We run Cloudflare Inc through 9 models from 4 families: DCF Models, Multiples, Asset-Based, Growth DCF. Every model gets the same audited fundamentals; the fair value of $16.34 builds on their evidence-weighted average, with the spread shown as a cautious and an optimistic scenario.
Is it still worth investing in stocks now?
The global stock market currently sits 13.0% above its aggregate fair value. Cloudflare Inc itself currently trades above fair value. An expensive market is no reason to stay out and no reason to buy everything at once: keep a broad savings plan running, buy single stocks only with money you can do without, and hold part of your money liquid while the market is high. The full picture including sectors is on is it worth investing now.
What is the share price of Cloudflare Inc (NET)?
The closing price on Nov 6, 2026 was $268.75. Our model-based fair value is $16.34, about 94% lower (overvalued). We carry closing prices from our data provider, not a live tick.
What should I pay attention to with Cloudflare Inc right now?
The price sits above even our optimistic bull case ($31.16). The favourable scenario is already priced in. Weak quality (34/100) and above fair value at the same time, the margin of safety is missing on both counts. The model range is unusually wide ($8.39 to $31.16). The outcome hinges heavily on assumptions, so read the point estimate with caution. The large gap to fair value rests on thin data (low evidence): fewer applicable models and a shorter history. Read it with extra caution.

Key figures of Cloudflare Inc

How large is the market capitalisation of Cloudflare Inc (NET)?
The market capitalisation of Cloudflare Inc is $95.2B. The stock-market value of the whole company: share price times number of shares. It is what the market asks for the entire business today.
What is the P/S ratio of Cloudflare Inc (NET)?
The price-to-sales ratio of Cloudflare Inc is 35.2 (last twelve months). Price to sales: market value relative to yearly revenue. Useful when profit is thin or distorted.
What are the earnings per share of Cloudflare Inc (NET)?
Earnings per share at Cloudflare Inc are $−0.6700. Earnings per share over the last twelve months: total profit spread across every single share.
What is the net margin of Cloudflare Inc (NET)?
The net margin of Cloudflare Inc is −8.8% (last twelve months). How much of every unit of revenue ends up as profit. 10% means 10 cents of profit per dollar of sales.
What is the return on equity of Cloudflare Inc (NET)?
The return on equity (ROE) of Cloudflare Inc is −17.0% (last twelve months). Profit relative to shareholders' equity, how efficiently the company works with its owners' money.
What is the EBIT return on assets of Cloudflare Inc (NET)?
On an EBIT basis the return on assets of Cloudflare Inc is −5.6% (avg 5y). Operating profit (EBIT) relative to everything the company owns, as a multi-year average. It describes the business model rather than one good or bad year.
What is the operating margin of Cloudflare Inc (NET)?
The operating margin of Cloudflare Inc is −7.3% (last twelve months). Profit from the core business (before interest and taxes) relative to revenue.
How fast is revenue growing at Cloudflare Inc (NET)?
Revenue at Cloudflare Inc is growing +39.2% versus a year earlier (3y avg +30.5%). How much revenue grew versus a year earlier (YoY). The 3-year average next to it puts the single year in context.
How much net debt does Cloudflare Inc (NET) carry?
The net debt of Cloudflare Inc is $2.8B (fiscal year 2025, ≈ 8.5 yrs of FCF). Debt minus cash on hand. The note shows how many years of free cash flow could in theory pay it off.
Free · no account needed

Watch Cloudflare Inc in the live analysis

One click puts Cloudflare Inc on your watchlist: fair value and trend at a glance, plus comparison, the diversification check and the 27,000+ stock screener.

Watch for free →

Zero risk: nothing is ever charged. Your watchlist is yours, with or without an account.