NYSE · Technology · Software—Infrastructure
Cloudflare, Inc. (NET)
As of Nov 11, 1:49 PM ET, Cloudflare (NET) last traded at $318.10, up 4.02% on the day. Its TickerHum research score is 50/100 (average). It reported revenue of $2.73B for the twelve months ending 2026-09-30, up 35.7% year over year, with a -14.1% operating margin.
Ratings
- Valuation: 10/100 — Based only on price / earnings (ttm) Negative earnings.
- Growth: 50/100 — Strongest input: revenue growth (ttm, yoy) +35.7 %. Weakest: diluted eps growth (ttm, yoy) -123.3 %.
- Profitability: 26/100 — Strongest input: gross margin 71.9 %. Weakest: return on equity -16.3 %.
- Financial health: 100/100 — Based only on current ratio 3.80.
- Momentum: 79/100 — Strongest input: 6-month return +65.1 %. Weakest: 3-month return -3.8 %.
- Attention: 55/100 — Strongest input: headlines in the last 7 days 50. Weakest: volume vs 3-month average 0.8x.
- Risk resilience: 34/100 — Strongest input: max drawdown (1y) -32.3 %. Weakest: annualised volatility (1y) 68.2 %.
- Data confidence: 93/100 — Strongest input: quote age (hours) 0 h. Weakest: inputs available 80 %.
Reported fundamentals
| Metric | Value | Period |
|---|---|---|
| Revenue | $2.73B | TTM ending 2026-09-30 · 10-Q |
| Revenue growth | 35.7% | TTM ending 2026-09-30 · 10-Q |
| Net income | -$239.05M | TTM ending 2026-09-30 · 10-Q |
| Diluted EPS | -$0.67 | TTM ending 2026-09-30 · 10-Q |
| Gross margin | 71.9% | TTM ending 2026-09-30 · 10-Q |
| Operating margin | -14.1% | TTM ending 2026-09-30 · 10-Q |
| Net margin | -8.7% | TTM ending 2026-09-30 · 10-Q |
| Free cash flow | $359.48M | TTM ending 2026-09-30 · 10-Q |
| Cash | $1.97B | as of 2026-09-30 · 10-Q |
Source: SEC EDGAR XBRL company facts (CIK 0001477333).
Comparable companies for Cloudflare
Selected by industry, business overlap and scale; these are not necessarily direct competitors.
- Cloudflare vs CrowdStrike (NET vs CRWD) — Same industry (Software—Infrastructure); market cap unknown; shares: cloud security
- Cloudflare vs Fortinet (NET vs FTNT) — Same industry (Software—Infrastructure); market cap unknown; shares: networking
- Cloudflare vs Palo Alto Networks (NET vs PANW) — Same industry (Software—Infrastructure); market cap unknown; shares: cloud security
- Cloudflare vs Zscaler (NET vs ZS) — Same industry (Software—Infrastructure); market cap unknown; shares: cloud security
- Cloudflare vs MongoDB (NET vs MDB) — Same industry (Software—Infrastructure); market cap unknown
Prices: Yahoo Finance (public) — Free public Yahoo Finance data. Prices may be delayed and are for information only.