NET

$162.89

Public overview and default valuation.

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Valuation Details
Default assumptions: 10Y forecast, 9% market return, 2.5% terminal growth, 10.00% trendline growth.
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$39.58

With 20% Margin of Safety (MoS):

$31.66
-80.56% downside
Capital Efficiency
Average Quarterly ROIC
-3.07%
Cost of Capital (estimated)11%
Value StatusUnderperforming Capital

The company is earning below its required return. This may indicate inefficient use of capital or excess cash that isn't being reinvested.

Complete historical ROIC is available with
.
Fundamental Score
38
BearishWeighted across 6 signals
DCF Discount
80.6% premium to price
0
FCF Yield
1.5% trailing FCF yield
0
ROIC vs WACC
ROIC -3.1% vs WACC 11.0% (-0.3x)
0
Net Debt / FCF
Net cash position
100
Buybacks
Share count shrinking
80
FCF CAGR (5Y)
116.0% 5Y FCF CAGR
100
Strengths: Net Debt / FCF, Buybacks. Concerns: DCF Discount, FCF Yield.
Narrative Score
69
Improving
Weighted across 6 recent drivers · Last 30 days+5 vs previous · +3 new driversVs 6-Month Baseline: High (100th pct)
Trend: StableConfidence: 97%Updated: 3h ago
Sources: 87 (News 81 · Analyst 6)
Drivers
49 news sentiment+1.6
2 upgrade headlines+0.6
28 regulatory scrutiny-0.6
Analyst upgrades+0.3
2 earnings beat+0.1
5 analyst reiterations0.0
Other Metrics
P/E-541.2
Profit Margin-5.1%
Owner Earnings$445.10m
One Dollar Premise0.00%
Debt/Equity2.63
Current Ratio2.95
PEG-184.015
Free Cash Flow (in millions)
201620172018201920202021202220232024
$5$26-$8$18$58$172$287$389$864
How Intrinziq Estimates Fair Value

Intrinziq estimates Cloudflare, Inc.'s intrinsic value using a discounted cash flow (DCF) model based on free cash flow trends and a market-based discount rate. The model projects future cash flows over ten years and discounts them using a market return assumption to estimate fair value.

Cloudflare, Inc.Technology

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.

Last updated: Feb 06, 2026
Data sources: Financial Modeling Prep
This valuation is based on assumptions and publicly available data. It is not financial advice or a recommendation to buy or sell any security. Always do your own research before making investment decisions.