Clearfield, Inc (CLFD) Fair Value & Analysis
Technology · US · Market cap $550M
Clearfield, Inc
CLFD · US
Fair value as of: Jul 15, 2026
From 15 valuation models · updated 26 days ago
Fair value updated Jul 15, 2026, revised from $7.12 to $3.74 (−47.5%) since Jun 24, 2026. Share price −16.6% over the past month.
A solid business, but screening 86% overvalued on our models.
What matters now
- The price sits above even our optimistic bull case ($4.44). The favourable scenario is already priced in.
- Solid but not exceptional quality (55/100) and above fair value, neither a clear bargain nor a standout compounder.
Price vs Fair Value (5 years)
White line = price, green steps = our fair value per fiscal year, dashed = 300-day average. As of Jul 15, 2026.
How to read this chart
60‑month range $23.01 – $131.62 · fair‑value band $3.04 – $4.44 · the $27.48 price screens above the $3.74 fair value. Green steps = our fair value per fiscal year (point-in-time, no hindsight). Dashed = 300-day average. As of Jul 15, 2026.
Analysis
Clearfield, Inc (CLFD) currently trades at $27.48, while our model-based Fair Value estimate is $3.74, implying the stock looks roughly 86.4% overvalued today. The Quality Score stands at 55/100 (solid quality), in the Technology sector. Bear case: priced above our estimate, the market already discounts strong expectations. Bull case: above-average quality can justify a premium, the entry price still matters most (evidence: high).
Over the trailing twelve months, Clearfield, Inc generated revenue of $149M at a net margin of -5.8%. Revenue declined 15.3% year over year. It earns a return on equity of 1.3%. The balance sheet holds a net cash position of $12.7M. Fundamentals as of Jul 15, 2026
Our scenario range runs from $3.04 (bear case) to $4.44 (bull case); at $27.48, the current price sits above that range. Bear and bull are the same models run on conservative and optimistic assumptions (margins, growth, valuation multiples), so a plausible valuation range, not a price target. The share trades about 48% below its 52-week high and 16% above its 52-week low, currently below its 200-day average. For context, the median of 10 Technology peers we cover trades at -61% fair-value upside, at -86%, CLFD screens richer than that median.
Fair Value models
Each model estimates fair value its own way; the Fair Value above is the evidence-weighted blend. Evidence (0–100) measures how completely this model’s inputs are available: well-fed models carry more weight in the blend. The spread across models is intentional, each one stresses a different value driver; dividend models, for instance, come out structurally low when payout is small.
All 15 models by family
Widest divergence: DCF Models ($23.47) versus Dividend Discount ($1.47). Highest evidence: Growth DCF (80).
Key figures & financial health
More key figures
Figures from reported company fundamentals · as of Jul 15, 2026. TTM = trailing twelve months.
Quality Score breakdown
Of which business quality 58 · Market factors (momentum, volatility) 14
Non-valuation factor families (profitability, growth, cashflow, financial strength, momentum …), each academically grounded. Valuation itself sits in the Fair Value and is deliberately excluded here to avoid double-counting.
About the company
Clearfield, Inc., together with its subsidiaries, designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally.
Full company description
Clearfield, Inc., together with its subsidiaries, designs, manufactures, and distributes fiber management, protection, and delivery products in the United States and internationally. The company offers FieldSmart, a series of panels, cabinets, wall boxes, and other enclosures; WaveSmart, an optical component integrated for signal coupling, splitting, termination, multiplexing, demultiplexing, and attenuation for integration within its fiber management platform; and FiberFlex, an outdoor active cabinet for mounting and configuration of electronic equipment. It also provides CraftSmart FiberFirst pedestals, an access terminal that offers cable management and mounting bracket kit that support the deployment of access terminals; YOURx, an access terminal that provides flexibility with cable mid-span and internal splicing options; FieldShield, a fiber pathway and protection method for reducing the cost of broadband deployment; Fiber Assemblies used for industry-standard or customer-specified configurations; and ClearPass Connector Cleaning Dust Cap, which simplifies fiber connector cleaning while enhancing network performance. In addition, the company offers fiber to the premise, fiber to the business, DC interconnect/campus network, meet-me room, main distribution area, and white space. Further, it provides metro core, backhaul, indoor/outdoor DAS, small cells, and FTT-cell site. The company serves various service providers, including national carriers, community broadband, multiple system operators, legacy build-to-print copper and fiber assemblies, large enterprises, and original equipment manufacturer markets. It sells its products through sales force and authorized distributors. The company was formerly known as APA Enterprises, Inc. and changed its name to Clearfield, Inc. in January 2008. Clearfield, Inc. was incorporated in 1979 and is headquartered in Minneapolis, Minnesota.
Company description, as reported by the company or data provider.
Revenue & earnings trend
FY2021 – FY2025 · reported fiscal years
Clearfield, Inc reported revenue of $150M in FY2025 versus $141M in FY2021, a compound +1.6%/yr. Reported net income was −$8.1M in FY2025.
CLFD screens 86% overvalued. Compare with Cisco Systems, Inc →
Recent news
External third-party headlines (Yahoo Finance, Reuters and others), not an editorial selection.
- Clearfield Q3 Earnings Call Highlights
- Clearfield (CLFD) Beats Q3 Earnings Estimates
- Clearfield Sets Fiscal Third Quarter 2026 Earnings Call for Wednesday, August 5th, 2026
- Clearfield (CLFD) Rebuilt an Entire Island Nation’s Fiber Network in a Matter of Weeks
Peer Group
Communication Equipment · 290 stocks
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.
Valuation Multiples vs Communication Equipment median · lower = cheaper
Snowflake
Five quick dimensions, each 0 to 100: VALUE (fair-value potential), FUTURE (revenue growth), PAST (return on equity), HEALTH (low debt), DIVIDEND (yield). Green = this stock, grey = typical sector peer.
VALUE 0: the price sits above our fair-value range.
Insider activity: 46/100
Values & ESG
Does this company touch areas you may want to avoid? The classification is inferred from sector and industry.
ESG scores are not available for this stock yet. Values and ESG data are contextual and can differ between providers.
Similar stocks
10 more Communication Equipment stocks, each showing price versus our Fair Value estimate (as of Jul 15, 2026).
| Stock | Price | Fair Value | vs Fair Value |
|---|---|---|---|
| Cisco Systems, Inc CSCO | $119.25 | $43.05 | -64% |
| Zhongji Innolight Co 300308 | ¥1,094 | ¥171.09 | -84% |
| Foxconn Industrial Internet Co 601138 | ¥56.50 | ¥28.65 | -49% |
| Eoptolink Technology Inc 300502 | ¥482.88 | ¥155.05 | -68% |
| Nokia Oyj NOK | $11.25 | $2.67 | -76% |
| Motorola Solutions, Inc MSI | $413.31 | $190.43 | -54% |
| Suzhou TFC Optical Communication Co 300394 | ¥244.13 | ¥32.04 | -87% |
| Telefonaktiebolaget LM Ericsson (publ), ERIC | $11.72 | $15.96 | +36% |
| Accton Technology Corporation 2345 | 2,090 TWD | 846.28 TWD | -60% |
| ZTE Corporation 000063 | ¥40.00 | ¥15.75 | -61% |
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How we calculate Fair Value
Each company is valued through a stack of independent intrinsic-value models (DCF variants, residual-income, multiples and more), blended into one family-balanced consensus and weighted by how much trustworthy data backs it. A separate quality layer scores the fundamentals. Every input is real reported data, nothing guessed.
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