NETCloudflare, Inc.
Is the price fair?
Priced for +39% a year vs +31% a year delivered. That is the only one of 3 checks this filer's data supports, so take it as a single data point rather than a settled answer.
Priced for ~39% a year FCF growth. The price demands more than its three-year revenue growth of 31% a year, priced for acceleration.
Against the whole market›
Percentile against every name Ryufin tracks. Higher is better; the tick marks the middle of the market. Context, not one of the checks above.
Where this answer is blind. The growth-implied estimate assumes a fixed discount rate; capital-heavy sectors look structurally rich on it.
What NET's price assumes
Today's price asks for 39% free cash flow growth a year; over the last three years Cloudflare, Inc. delivered 61%, less than the record.
Price / sales · no P/E: the last twelve months did not end in a profit
- Free cash flow yield
- 0.43%
Free cash flow yield · Software - Infrastructure median 5.3%
- Growth the price implies
- +39%
Growth the price implies · The price pays for +39% free cash flow growth a year for a decade; the business has delivered +61% a year over the last three.
- Price / book
- 49.6
Price / book · as of 2026-Q2
Details›
- Price / bookas of 2026-Q2
- 49.6
- EV / EBIToperating margin −14%: the multiple describes the denominator
- not meaningful
- Free cash flow, trailing twelve months
- $348M
- Market capitalisation
- $80.4B
- 3-year revenue growth
- +31%
- 3-year free cash flow growth
- +61%
Multiples from SEC filings and end-of-day closes; implied growth from a reverse discounted cash flow. Group medians across the names Ryufin tracks.
Software, Infrastructure
Ranks #57 of 80 by RyuScore