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
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)