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Added to YB: 2025-03-19

Pitch date: 2025-03-17

NET [neutral]

Cloudflare, Inc.

+75.3%

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

$115.48

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: A Leader in Cloud Infrastructure and Cybersecurity

NET (overview): Global cloud services provider with 285+ cities, 100+ countries. Q4 revenue +27% YoY, RPO +35.5%, billings +31.8%. Strong customer growth (+25% YoY), added record 16,200 customers. Launched AI innovations, FedRAMP High certification. High valuation (18.9x EV/Sales) justified by growth & execution.

Read full article (10 min)