US · NET
Cloudflare, Inc.
- Sector
- Technology · Software - Infrastructure
- Headquarters
- San Francisco, CA 94107
- Website
- cloudflare.com
Price · as of 2025-12-31
$217.50
Market cap 60.59B
Valuation summary
Four models, one snapshot. Upside is target ÷ current − 1.
| Valuation method | Value, $ | Upside, % |
|---|---|---|
| Artificial Intelligence(AI) | $97.81 | -55.03% |
| Intrinsic Value(DCF) | $224.56 | +3.25% |
| Graham-Dodd Method(GD) | $2.07 | -99.05% |
| Graham Formula(GF) | — | — |
Valuation history
Annual price (USD per share) overlaid with each model's fair value. Y-axis is log scale.
| Year | Price | AI | DCF | Graham-Dodd | Graham Formula |
|---|---|---|---|---|---|
| 2011 | |||||
| 2012 | |||||
| 2013 | |||||
| 2014 | |||||
| 2015 | |||||
| 2016 | |||||
| 2017 | |||||
| 2018 | $0.00 | $0.00 | |||
| 2019 | $22.77 | $38.97 | $200.38 | $0.64 | $0.00 |
| 2020 | $76.30 | $60.55 | $312.97 | $0.68 | $0.00 |
| 2021 | $88.72 | $71.81 | $536.33 | $0.00 | $0.00 |
| 2022 | $52.72 | $49.09 | $627.60 | $0.00 | $0.00 |
| 2023 | $97.99 | $65.93 | $339.66 | $0.00 | $0.00 |
| 2024 | $126.75 | $79.45 | $217.79 | $1.38 | $0.00 |
| 2025 | $181.02 | $97.81 | $166.76 | $2.07 | $0.00 |
AI valuation
Our deep-learning model estimates Cloudflare, Inc.'s (NET) per-share fair value from quarterly fundamentals, sector trend, and historical valuation patterns.
- AI fair value
- $97.81
- Current price
- $217.50
- AI upside
- -55.03%
Methodology and confidence bands appear in the dedicated valuation theory section. The AI score is an estimate, not a recommendation.
Intrinsic value (DCF)
Open DCF calculatorThree textbook valuation models, recomputed daily from the latest financial statements. The DCF uses our Chepakovich model. Graham-Dodd and Graham Formula are conservative reference points.
DCF
$224.56
+3.25% upside
Graham-Dodd
$2.07
-99.05% upside
Graham Formula
—
— upside
Peer comparison
Same-industry comparables, ranked by market cap.
| Basic Info | Model Valuation | Core Valuation | Profitability | Leverage & Liquidity | Growth | Cash Flow | Dividends | Enterprise Value | Risk | ||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Ticker | Company Name | Price | Market Cap | AI Upside | DCF Upside | GD Upside | GF Upside | P/E | P/B | P/S | EV/EBITDA | PEG | P/TBV | Gross Margin | Operating Margin | Net Margin | ROE | ROIC | ROA | Debt/Equity | Interest Coverage | Current Ratio | Quick Ratio | Net Debt/EBITDA | EPS Growth | Sales Growth | FCF Growth | FCF Yield | Op Cash Flow Ratio | Cash ROIC | Dividend Yield | Dividend Payout | Shareholder Yield | EV/EBIT | EV/FCF | EV/Sales | Altman Z-Score |
| NET | Cloudflare, Inc. | $217.50 | 60.59B | -55% | +3% | -99% | — | -616.73 | 43.23 | 29.09 | 302.13 | -2364.13 | 52.97 | 74.43% | -9.38% | -4.72% | -8.16% | -23.81% | -2.19% | 2.54 | -23.19 | 1.98 | 1.92 | 13.29 | 2609.00% | 2985.00% | 6598.00% | 0.51% | 0.28 | 37.99% | 0.00% | 0.00% | 0.00% | -308.27 | 193.24 | 28.91 | 8.69 |
| CDNS | Cadence Design Systems, I… | $301.40 | 82.18B | -34% | -45% | -90% | -71% | 74.23 | 15.04 | 15.54 | 43.82 | 1360.86 | 41.02 | 85.61% | 31.15% | 20.94% | 21.85% | 25.50% | 11.59% | 0.45 | 14.16 | 2.86 | 2.41 | -0.28 | 545.00% | 1412.00% | 4194.00% | 1.93% | 1.06 | 33.67% | 0.00% | 0.00% | 1.69% | 49.58 | 51.54 | 15.44 | 11.97 |
| CRWV | CoreWeave, Inc. Class A C… | $79.56 | 40.35B | +43% | +22,287% | — | — | -29.09 | 10.18 | 6.62 | 18.29 | -141.22 | 16.98 | 71.68% | -0.90% | -22.74% | -79.89% | -0.38% | -3.48% | 4.54 | -0.04 | 0.46 | 0.43 | 4.54 | 2060.00% | 16788.00% | 2181.00% | -21.36% | 0.19 | -62.09% | 0.00% | 0.00% | 0.00% | -981.06 | -6.22 | 8.80 | 0.33 |
| FTNT | Fortinet, Inc. | $79.03 | 60.56B | +2% | +4% | -83% | -31% | 31.75 | 47.55 | 8.65 | 22.82 | 422.04 | 66.65 | 80.84% | 30.62% | 27.26% | 135.72% | -115.01% | 18.39% | 0.81 | 103.58 | 1.17 | 1.05 | -0.61 | 752.00% | 1417.00% | 1844.00% | 3.78% | 0.51 | -152.08% | 0.00% | 0.00% | 3.89% | 27.02 | 25.27 | 8.27 | 5.20 |
| GLW | Corning Incorporated | $150.38 | 129.02B | -50% | -51% | -98% | -67% | 85.06 | 11.50 | 8.69 | 38.68 | 38.85 | 15.67 | 35.28% | 14.91% | 10.21% | 14.19% | 10.55% | 5.44% | 0.87 | 6.94 | 1.59 | 0.76 | 2.33 | 21897.00% | 1914.00% | 4507.00% | 1.04% | 0.48 | 7.53% | 0.74% | 62.60% | 0.86% | 61.97 | 102.23 | 9.24 | 5.99 |
| MRVL | Marvell Technology, Inc. | $81.69 | 69.28B | -46% | -70% | — | — | -52.04 | 3.43 | 7.99 | 75.89 | — | -36.21 | 41.31% | -12.49% | -15.35% | -6.26% | -4.06% | -4.27% | 0.32 | -3.80 | 1.54 | 0.98 | 5.21 | -556.00% | 471.00% | 3620.00% | 3.02% | 0.83 | 7.92% | 0.45% | -23.40% | 2.15% | -68.65 | 35.59 | 8.57 | 4.23 |
| MSTR | Strategy Inc | $129.50 | 35.95B | -52% | -46% | -34% | — | -10.52 | 0.79 | 84.80 | -8.54 | -6.95 | -5.18 | 68.69% | -1140.82% | -844.76% | -11.11% | -9.19% | -8.80% | 0.16 | -83.80 | 5.62 | 5.50 | -1.10 | 15132.00% | 297.00% | -9953.00% | -0.26% | -0.15 | -0.25% | 0.94% | -9.90% | 4.01% | -8.53 | -445.58 | 97.33 | 2.19 |
| NTES | NetEase, Inc. | $114.97 | 73.39B | -3% | -39% | -77% | -25% | 15.94 | 3.26 | 4.78 | 9.80 | 145.07 | 3.26 | 64.29% | 31.82% | 29.98% | 21.96% | 434.58% | 15.73% | 0.04 | — | 3.45 | 3.29 | -1.22 | 1099.00% | 405.00% | 2896.00% | 9.23% | 0.94 | 706.85% | 2.57% | 41.00% | 3.94% | 10.41 | 7.51 | 3.31 | 7.28 |
| SNOW | Snowflake Inc. | $168.41 | 57.63B | -40% | +67% | — | — | -43.25 | 28.47 | 12.27 | -51.88 | -1855.09 | 99.45 | 67.17% | -30.64% | -28.43% | -52.96% | -161.41% | -14.63% | 1.36 | -172.95 | 1.30 | 1.21 | 0.08 | 233.00% | 2916.00% | 2264.00% | 1.95% | 0.28 | 126.00% | 0.00% | 0.00% | 1.77% | -39.16 | 50.16 | 12.00 | 5.02 |
| SNPS | Synopsys, Inc. | $414.00 | 79.21B | -2% | -26% | -88% | -54% | 63.09 | 2.97 | 11.92 | 38.18 | — | -7.48 | 76.98% | 12.97% | 18.89% | 7.15% | 3.88% | 4.35% | 0.50 | 2.05 | 1.62 | 1.20 | 4.56 | -4459.00% | 1512.00% | 509.00% | 1.60% | 0.41 | 5.96% | 0.00% | 0.00% | 0.00% | 104.33 | 70.75 | 13.53 | 3.10 |
| ZS | Zscaler, Inc. | $146.99 | 23.44B | +30% | +239% | -95% | — | -1153.54 | 26.59 | 17.90 | 409.84 | — | 35.86 | 76.87% | -4.81% | -1.55% | -2.70% | -204.14% | -0.75% | 1.00 | -13.49 | 2.01 | 1.88 | -5.27 | -3077.00% | 2331.00% | 2423.00% | 1.52% | 0.40 | 1154.83% | 0.00% | 0.00% | 0.85% | -358.64 | 63.40 | 17.23 | 6.76 |
About Cloudflare, Inc.
CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.
- CEO
- Matthew Prince
- Employees
- 4.4K
- Beta
- 1.98
Disclaimer: Information on this page is provided for educational purposes only and does not constitute investment advice. Upside computed as ($224.56 ÷ $217.50) − 1 = +3.25% (DCF, example).