Cloudflare, Inc.

Cloudflare, Inc.

Technology

NYSE:NET · New York Stock Exchange

Market Cap $81.27B Beta 1.67 P/E (TTM) -930.8
$228.96 +0.67%

+$1.52 today

52W Low $158.83High $276.82

Vol 1.25M · Avg 4.48M

EPS (TTM)-$0.25
Software - Infrastructure

Management

Put operating results in leadership context

Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.

Return Metrics

ROE, ROIC & ROA over time

Management

ROE

-7.0%

avg -3.6%

ROIC

-4.1%

avg -9.9%

ROA

-1.7%

avg -8.6%

Analysis

ROA is currently the strongest return metric at -1.7% versus its period average of -8.6%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.

Management

Key executives, compensation & ownership

Management
NameTitleCompensationTenureAgeShares OwnedOwnership %

Matthew Prince

Co-Founder, Co-Chairman & Chief Executive Officer$2.30M51$26,438.00<0.01%

Michelle Zatlyn

Co-Founder, President & Co-Chair of the Board$1.79M46$134,638.000.04%

Thomas Josef Seifert

Chief Financial Officer$750,000.0063$212,284.000.06%

Alissa Starzak

Chief Legal Officer & Secretary$641,667.0053$134,638.000.04%

Mark F. Anderson

President of Revenue$7,665.0064$10,056.00<0.01%

Anwar Karzazi

Head of EMEA Channels

Brian Guan

Head of Tax

Dane Knecht

Senior Vice President of Emerging Technology & Incubation

Philip Alan Winslow Jr. Jr.

Vice President of Strategic Finance, Treasury and Investor Relations

Andria Jones

Head of Legal Compliance

Janel Riley

Vice President of Finance & Chief Accounting Officer48$49,163.000.01%

Kate

Head of Customer Success, APAC

Daniella Vallurupalli

Vice President & Head of Global Communications

Isaac Specter

Head of Product Strategy Operations

Justin Paine

Head of Trust & Safety

W. Ling

Head of Governance Risk & Compliance

Insider Trading

SEC Form 4 transactions — last 12 months

Management

Buys

0

$0.00

Sells

150

$135.05M

Net Sentiment

$135.05M

Net selling

Most Active

Prince Matthew

69 transactions

DateInsiderTypeSharesPriceValue
Jun 8, 2026

Suder Katrin

Direct

Sell293$252.92$74,105.56
Jun 1, 2026

Ledbetter Carl

Indirect

Sell3.2K$246.73$789,531.52
Jun 1, 2026

Ledbetter Carl

Indirect

Sell4.9K$245.44$1,190,615.37
Jun 1, 2026

Ledbetter Carl

Indirect

Sell100$248.31$24,831.00
Jun 1, 2026

Hawkins Mark J

Direct

Sell133$246.42$32,773.86
Jun 1, 2026

Ledbetter Carl

Indirect

Sell4.2K$247.52$1,051,717.15
Jun 1, 2026

Ledbetter Carl

Indirect

Sell2.6K$243.94$634,234.38
May 28, 2026

Starzak Alissa Michelle

Direct

Sell4.5K$215.01$971,852.43
May 28, 2026

Starzak Alissa Michelle

Direct

Sell3.3K$216.12$705,405.56
May 28, 2026

Starzak Alissa Michelle

Direct

Sell1.3K$213.30$276,436.80

1–10 of 150

Analysis

Insiders reported 0 buys worth $0.00 and 150 sells worth $135.05M over the last 12 months. That adds up to net selling of $135.05M. Prince Matthew was the most active insider with 69 transactions.

Growth Analysis

Historical CAGR & forward analyst estimates

Metric 10yr5yr3yr Fwd Est.
EPSN/AN/AN/A
N/A2 analysts
RevenueN/AN/A+47.3%
+31.3% (10yr)6 analysts
Net IncomeN/AN/AN/A
N/A6 analysts
EBITN/AN/AN/A
N/A6 analysts

Analysis

Recent growth has been strongest in Revenue at +47.3% over three years. Forward estimates point to Revenue at +31.3% (10yr), giving you a quick check on whether expectations are accelerating or cooling.

Who manages NET?

Cloudflare, Inc. (NET) lists 16 active executives. The top listed executive is Matthew Prince, Co-Founder, Co-Chairman & Chief Executive Officer.

Are NET insiders buying or selling?

Recent insider activity shows net selling of $123.28M.

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