Professional
Added to YB: 2024-09-20
Pitch date: 2024-09-18
NET [neutral]
Cloudflare, Inc.
+152.77%
current return
Author Info
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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
$80.09
Price Target
N/A
Dividend
N/A
EV/EBITDA
5.5K
P/E
-660.07
EV/Sales
33.87
Sector
IT Services
Category
growth
Pernas Research Passes On: Cloudflare, Inc.
NET pass (too expensive): Pioneer in edge computing & CDN. 25% of internet traffic, 300+ city network. Deployed GPUs in 167 cities, 700% QoQ inference requests growth. High competition from CloudFront, Akamai, Fastly. Promise in AI-edge computing, but 18x P/S multiple too high.
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