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v0.1
NET$270.04+11.67%
Fair $270.04+0.0%

NET

Cloudflare, Inc.

Technology / Software - InfrastructureNYSE

$270.04

+28.21 (+11.67%)

Fairly Valued+0.0%Fair Value $270.04Fund rank 19/100 · Data gapFallback financials|
SA 42/C
F-Score: 3/9
High DebtLow Profitability

FCF base 3Y

n/d

n/d CAGR · yield n/d

FCF base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 34% · confianza 17%

FCF escenarios

weak_data · normalized FCF $166.9M · quality 19.7/100

Data gap 19/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 13/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

42/100

C

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

20/100

SEC 0%

Latest source: unknownPeriods: 9Warnings: 2unknown: 9
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); composite fair value and forward targets are disabled until manually verified. Debt-to-Equity ratio is 2.41, above the 2.0 threshold ROE is -7.0%, below the 5% threshold
Thesis & Journal · NETLocal privado en este navegador · Cloudflare, Inc.
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$95.4B

P/E

N/A

•

EV/EBITDA

913.6x

↑

ROE

-7.0%

↓

Gross Margin

74.5%

↑

Debt/Equity

2.41

↑
52-Week Range$270
$159$271

TradingView lightweight chart

NET price, volumen y niveles de valoración

Último $270.04Periodo +1400.2%
Fair value: $270.04

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2017–2025 · 8 años de histórico normalizado

Revenue CAGR

+41.5%

FCF CAGR

—

FCF margin

12.0%

FCF / Net income

-2.55x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $2.17B · net income $-102.3M · FCF $260.6M

2017-FY → 2025-FY

Gross margin

74.5%-4.1% pts

Operating margin

-9.6%-2.3% pts

Net margin

-4.7%+3.2% pts

FCF margin

12.0%+23.8% pts
MetricTTM
2025
2024
2023
2022
2021
2020
2019
2018
2017
Income Statement
Revenue$2.17B$2.17B$1.67B$1.30B$975.2M$656.4M$431.1M$287.0M$192.7M$134.9M
Net Income$-102.3M$-102.3M$-78.8M$-183.9M$-193.4M$-260.3M$-119.4M$-105.8M$-87.2M$-10.7M
EBITDA$105.8M$105.8M$62.0M$-36.2M$-83.4M$-61.1M$-57.4M$-78.5M$-66.0M$2.4M
EPS-0.29-0.29-0.23-0.55-0.59-0.83-0.40-0.72——
Gross Margin74.5%74.5%77.3%76.3%76.1%77.6%76.6%77.9%77.4%78.7%
Operating Margin-9.6%-9.6%-9.3%-14.3%-20.6%-19.5%-24.8%-37.6%-44.1%-7.2%
Net Margin-4.7%-4.7%-4.7%-14.2%-19.8%-39.7%-27.7%-36.9%-45.2%-8.0%
Balance Sheet
Debt/Equity2.412.411.401.882.53—————
Current Ratio1.961.96————————
Cash Flow
Free Cash Flow$260.6M$260.6M$166.9M$119.5M$-39.8M$-28.3M$-73.5M$-82.2M$-68.7M$-15.9M
Returns
ROE-7.0%-7.0%-7.5%-24.1%-31.0%-32.1%-14.6%-14.6%76.8%18.0%
Valuation
EV/EBITDA913.60913.60652.50———————
P/B64.4864.4837.4433.3520.87—————
Growth & Yield
Revenue Growth29.8%29.8%28.8%33.0%—52.3%50.2%49.0%42.8%—
EPS Growth-26.1%-26.1%58.2%6.8%—-107.5%44.4%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%
Reverse DCF requires positive EPS; loss-making or zero-EPS companies cannot produce a clean EPS hurdle.

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +62.8%

Total return

+62.8%

Start / end P/E

n/dx → n/dx

EPS bridge

-0.23 → -0.29

Residual

+62.8%

EPS growthn/d
Multiple reratingn/d
Dividend+0.0%
Residual / FX / buybacks / cross-term+62.8%

EPS/multiple decomposition requires positive EPS at both endpoints; residual absorbs price move not explained by dividends.

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.