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Added to YB: 2025-03-06

Pitch date: 2025-03-04

NET [bullish]

Cloudflare, Inc.

+44.54%

current return

Author Info

Northwest Frontier Capital is a generalist analyst with established track record of in Small and Mid-Cap and TMT investing across both the buy and sell-side. Philosophy based on identifying high quality companies with strong fundamentals, skilled management teams and clear competitive advantages, that can invest at high incremental ROIC on a persistent basis. Then looking to purchase these companies at intrinsic value and hold for the long-term. 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

$140.06

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:
Help I own a STONK! - Cloudflare, Inc.

NET: Edge network powering 20% of websites. Disruptive platform w/ unique advantages in $222bn TAM. Strong growth in CDN, SASE, cloud dev. 111% NRR, 41% economic profit/$ rev. Record customer growth, esp. large accounts. DCF shows 15% upside. Valuation high at 23.6x EV/S, but fundamentals justify holding.

Read full article (11 min)