NET · available-data snapshot
Cloudflare, Inc. (NET): Available-Data Snapshot
TickerWorth does not publish a DCF fair value for Cloudflare, Inc. (NET); the reason is set out below. What its filings and market data do show is below. The snapshot also sets out its trading multiples against 5 peers. Snapshot as of Oct 19, 2026.
Model by Miraaj Patel · generated from public market data · Updated Oct 19, 2026 · How these pages are made
Why is there no fair value for NET?
We do not publish a fair value for Cloudflare, Inc.. What we can say from its filings and market data is below.
What is NET's TickerWorth Score?
Scores lower than almost every company we compare it with
Compared with Technology companies in US
Its strongest point: growing quickly. Its weakest: looks expensive on the numbers.
- Value · 10 of 100
Cheaper than 10% of Technology companies in US
- Price vs worth · 0 of 100
- Quality · 29 of 100
More profitable than 29% of Technology companies in US
- Financial health · 42 of 100
Financially stronger than 42% of Technology companies in US
- Growth · 75 of 100
Growing faster than 75% of Technology companies in US
- Momentum · 62 of 100
Outperformed 62% of Technology companies in US over the past year
Confidence: Medium confidence · Scored
Get the Undervalued Company of the Week.
- Price
- $298.63
- Market cap
- $106,
337, 869, 824 - 52-week high
- $370.35
- 52-week low
- $158.83
- Currency
- USD
- Exchange
- NYSE
Snapshot of Oct 19, 2026, quote time not published · Prices are delayed.
What we can say
We don't publish a discounted-cash-flow fair value for Cloudflare, Inc. (NET) because the free data sources we rely on don't expose the multi-year financials a DCF needs — common for small or thinly-covered listings. Rather than invent numbers, this page shows an honest snapshot of what the public data does support: the current price and size, any relative valuation multiples that exist, a book-value view, and a price-based read. Treat it as a descriptive starting point, not a valuation and not investment advice.
Read the full reasoning
On the numbers we do have, NET trades at a recent price of $298.63, a market capitalisation of about $106,337,869,824, sitting 66% of the way up its 52-week range ($158.83–$370.35), on the NYSE.
The standard alternative to a DCF is relative valuation — comparing NET's trading multiples against its direct industry peers. Here that gives Fwd P/E of 178.2× (richer than the peer median of 40.5×); P/B of 65.6× (richer than the peer median of 11.2×); P/S of 42.3× (richer than the peer median of 10.1×). A cheaper multiple than peers can flag a discount or a market that expects weaker growth; it is a comparison, not a recommendation.
The asset, or book-value, lens is the classic tool for asset-heavy businesses and financials. NET shows a price-to-book (P/B) of 65.61 and book value of $4.55 per share. Price-to-book compares the market price to the accounting net-asset value per share; below 1.0 can mean a discount to net assets or that the market is pricing in trouble — descriptive either way, never a buy signal on its own.
Finally, a price-based read — explicitly not a valuation. NET is in a mixed trend, trading -19.4% from its 52-week high. Over the past year the stock is +39.1%. Moving-average trend and 52-week position describe where the stock has traded; they say nothing about what it is worth.
NET vs peers
Direct industry peers.
| Multiple | NET | Peer median | Read |
|---|---|---|---|
| Fwd P/E | 178.2× | 40.5× | richer than |
| P/B | 65.6× | 11.2× | richer than |
| P/S | 42.3× | 10.1× | richer than |
What does Cloudflare, Inc. do?
What does it do?
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. It operates in the Software - Infrastructure industry (Technology sector), headquartered in United States. The company employs roughly 5,156 people.
How does it make money?
The business turns $2.5B in annual revenue into profit. Out of every $100 of sales, about $0 is left as operating profit (operating margin of -7.6%), after a 73% gross margin on the products/services it sells. After all costs, taxes and interest, -8.2% of revenue becomes bottom-line net profit.
Is it financially healthy?
Financially it looks mixed: carries heavy debt (2.2× equity), comfortably covers its short-term bills (1.8× current ratio), and is currently lossmaking.
Who at NET filed insider trades?
| Date | Insider | Relationship | What happened | Value | Filing |
|---|---|---|---|---|---|
| Zatlyn Michelle | Director, President and Board Co-Chair | Conversion | — | Form 4 for Zatlyn Michelle (opens sec.gov in a new tab) | |
| Zatlyn Michelle | Director, President and Board Co-Chair | Open-market sale | $1,972,398.75 | Form 4 for Zatlyn Michelle (opens sec.gov in a new tab) | |
| Zatlyn Michelle | Director, President and Board Co-Chair | Open-market sale | $3,132,453.74 | Form 4 for Zatlyn Michelle (opens sec.gov in a new tab) | |
| Zatlyn Michelle | Director, President and Board Co-Chair | Open-market sale | $2,677,194.55 | Form 4 for Zatlyn Michelle (opens sec.gov in a new tab) | |
| Zatlyn Michelle | Director, President and Board Co-Chair | Open-market sale | $1,362,589.80 | Form 4 for Zatlyn Michelle (opens sec.gov in a new tab) | |
| Zatlyn Michelle | Director, President and Board Co-Chair | Open-market sale | $1,485,587.46 | Form 4 for Zatlyn Michelle (opens sec.gov in a new tab) |
A disclosure, not a signal to trade. Source: SEC EDGAR (Form 4). Older filings and the 90-day buying-and-selling read are part of Pro. See plans
How does NET compare with its peers?
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Not investment advice. TickerWorth Score is a model output.
A descriptive, available-data snapshot and relative comparison — NOT a DCF, NOT a price target, and NOT investment advice. TickerWorth is not a licensed investment adviser, and these figures are estimates from public market data that can be wrong, stale or incomplete.