NET

Cloudflare

Fundamental data last updated:March 30, 2026

company profile

SECTOR

Technology

industry

Software - Infrastructure

Exchange

NYSE

County of HQ

United States

Next Earnings Date

05/14/26

Business Summary

Cloudflare provides cloud-based infrastructure and security services designed to improve the performance, reliability, and security of websites and applications. Its platform helps businesses manage internet traffic, protect against cyber threats, and deliver content efficiently across global networks.

VALUATION

P/E

-

Market Cap ($M USD)

$71,459

Forward P/E

140.5

PEG

4.1

PRICE TO SALES

32.7

PRICE TO BOOK

49

EV / EBITDA

669.9

5-Year Average P/E

DIVIDEND

Yield

-

Annual Payout

-

Payout Ratio

-

Consecutive Years of Dividend Growth

0

5-Year Dividend Growth Rate

-

Financial Health & Profitability

Earnings Per Share

-$0.29

Next Year EPS Growth Estimate

$1.44

Next Year Revenue Growth Estimate

27.40%

Return on Equity (ROE)

-7.00%

Operating Margin

-9.60%

Debt-to-Equity

2.4

Piotroski F-Score

4

Altman Z-Score

9.8

Return on Invested Capital (ROIC)

-5.30%%

Current Ratio

2

Quick Ratio

Gainseekers Quantitative Analysis

Summary

Cloudflare operates in the Technology sector within Software – Infrastructure and has a market cap of $71,459M USD. The company trades at a Price / Sales ratio of 32.7 and a Price / Book of 49, with a Forward P/E of 140.5 and a PEG Forward of 4.1. Operating Margin is -7.00% while Return on Equity stands at 27.40%, and the next earnings report is due on 05/14/26.

AI Exposure / Tech Reliance

As a Software - Infrastructure company, Cloudflare’s operations are closely tied to technology infrastructure and digital services. Its performance is heavily reliant on continued demand for scalable cloud-based solutions.

The Bull Case

The company delivers a strong Return on Equity of 27.40% and maintains a sizable market cap of $71,459M USD, indicating significant scale. A PEG Forward of 4.1 combined with expected Sales Growth Next Year of $1.44 may suggest investors are positioning for continued expansion.

The Bear Case

Operating Margin is currently -7.00%, and EPS Next Year is estimated at -$0.29, signaling potential near-term profitability pressure. A high Forward P/E of 140.5 and elevated Price / Sales of 32.7 could imply demanding valuation levels.

Market Sentiment & Smart Money

Short Interest %

2.90%

Analyst Consensus

1.91

Average Analyst Price Target

$237.69

Institutional Ownership %

89.70%

1-Year Beta

1.6

Insider Buying % (6 Mo)

0.70%%

Distance to 52-Week High

78.10%%

Distance to 52-Week Low

227.00%%