Compound Radar

Cloudflare, Inc. (NET) Stock Analysis

Price $327.80
Market cap $116.72B
Next earnings Nov 5, 2026
Entry status Wait

Last updated Oct 27, 2026

Health Check

Last analyzed Oct 23, 2026

45
45/100 Speculative
  • Financial Health 40
  • Profitability 60
  • Business Quality 80
  • Balance Sheet 45
  • Cash Flow 80

Why this rating?

Health 45/100 — Speculative

Strongest Business Quality 80/100
Softest Financial Health 40/100
Wait

Entry timing is weak right now. Quality may be fine; the setup is not.

Company overview

Cloudflare, Inc. (NET) is a Software - Infrastructure company in the Technology sector. Compound Radar rates Cloudflare, Inc. 45/100 (Speculative) due to high business quality, strong revenue growth, and elevated leverage.

Investment profile

  • Quality High
  • Growth Strong
  • Balance Sheet Stretched
  • Valuation Elevated

Financial highlights

Valuation

  • Forward P/E 194.93
  • PEG 2.38
  • EV/Revenue 46.21

Profitability

  • Revenue Growth 35.9%
  • Gross Margin 72.6%
  • Operating Margin -7.6%
  • Net Margin -8.2%
  • ROE -14.4%

Financial strength

  • Cash $4.16B
  • Debt $3.53B
  • Net Cash $633.45M
  • Free Cash Flow $260.56M
  • Current Ratio 1.82

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FAQ

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