Cloudflare, Inc.

Cloudflare, Inc.

NET·NYSE

$265.49

-2.6%
TechnologySoftware - Infrastructure

CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company offers an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and IoT devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery and intelligent routing, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, online, and virtual waiting room solutions. Further, the company offers Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to its network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it provides developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, analytics, and data localization management; Consumer DNS Resolver, a consumer app to browse the Internet; and Consumer VPN for consumers to secure and accelerate traffic on mobile devices. The company serves customers in the technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

At a Glance

Live Snapshot
Market Cap$93.84B
EPS-0.2900
P/E Ratio-915.48
Earnings Date07/30/2026

net

Stock Based Compensation

Last Annual Value

451.45M

3-Year CAGR

31%

5-Year CAGR

52%

10-Year CAGR

55%

Cloudflare, Inc.

Cloudflare, Inc. Competitors Analysis of Stock Based Compensation

NET · NYSE
CompanyStock Based Compensation
CAGR 3Y
CAGR 5Y
CAGR 10Y
451.45M
18.1%38.0%54.8% 
455.18M
11.8%16.7%15.3%
SNPS logo
Synopsys, Inc.
NASDAQ:SNPS
893.29M
16.6%20.9%24.8%
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Fortinet, Inc.
NASDAQ:FTNT
279.50M
3.9%6.1%8.6%
286.00M
9.5%8.5%21.1%
1.60B
22.9%39.6%N/A
590.80M
2.3%19.6%16.0%
MSTR logo
Strategy Inc
NASDAQ:MSTR
0.00
N/AN/AN/A
630.00M
246.4%N/AN/A
ZS logo
Zscaler, Inc.
NASDAQ:ZS
661.35M
14.1%20.7%68.3%
Cloudflare, Inc.

Cloudflare, Inc. Fair Value Envelope

NET · NYSE

Our analysis suggests that NET has a fair value of HIDDEN per share in the Base Case projection. With shares currently trading at $265.49, this represents a potential HIDDEN relative to our calculated worth for Cloudflare, Inc..

Intrinsic Value
Current Price: $265.49