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Added to YB: 2025-09-22

Pitch date: 2025-09-18

NET [neutral]

Cloudflare, Inc.

-9.62%

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

$224.00

Price Target

N/A

Dividend

N/A

EV/EBITDA

5.5K

P/E

-660.07

EV/Sales

33.87

Sector

IT Services

Category

growth

Show full summary:
Cloudflare: reacceleration, product velocity—yet is the valuation running ahead?

NET (overview): Strong Q2 w/ record 15.1K customers (+27% YoY), net new ARR $133M (+48%), enterprise >$1M/>$5M revenue accelerating fastest since 2022. RPO +39% outpacing revenue +28%. NDR recovered to 114%. Guidance implies potential 29.5% growth if beats again. Risk: 31.1x fwd EV/Sales vs 18.1 median.

Read full article (15 min)