Added to YB: 2025-06-27
Pitch date: 2025-06-25
NET [neutral]
Cloudflare, Inc.
+5.44%
current return
Author Info
Compounding Your Wealth dives into detailed analyses of earnings reports, shares transparent reviews, and cultivates a long-term mindset essential for understanding company fundamentals, business models, and diverse investment styles. My goal is to nurture a multibagger portfolio by focusing on growth companies, adopting a long-term perspective, and employing a systematic, process-driven approach. Sign up for the newsletter.
Company Info
Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide.
Market Cap
$68.7B
Pitch Price
$192.00
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.5K
P/E
-660.07
EV/Sales
33.87
Sector
IT Services
Category
growth
Cloudflare: Building a Faster, Safer Internet at Global Scale
$NET (largest position update): Cloudflare showing strong growth with Q1 revenue +27% YoY, RPO +38.8%. Global network spans 335+ cities with 77% gross margins. Record $130M Workers.ai deal, largest in history. Leading in Zero Trust security with strong upsells. Trading at 28.5x EV/Sales, P/E 215.9, 2027 PEG 4.2. Premium valuation but justified by execution.
Read full article (13 min)