Cloudflare Stock Current Valuation

NET Stock  USD 184.88  21.07  10.23%   
Valuation analysis of Cloudflare helps investors to measure Cloudflare's intrinsic value by examining its available valuation indicators, including the cash flow records, the balance sheet account changes and income statement patterns. At this time, Cloudflare's Enterprise Value Over EBITDA is comparatively stable compared to the past year. Enterprise Value Multiple is likely to gain to 741.05 in 2026, whereas Enterprise Value is likely to drop slightly above 4 B in 2026. Fundamental drivers impacting Cloudflare's valuation include:
Price Book
48.0766
Enterprise Value
64.2 B
Enterprise Value Ebitda
732.3741
Price Sales
32.1649
Forward PE
153.8462
Fairly Valued
Today
184.88
Please note that Cloudflare's price fluctuation is very steady at this time. Calculation of the real value of Cloudflare is based on 3 months time horizon. Increasing Cloudflare's time horizon generally increases the accuracy of value calculation and significantly improves the predictive power of the methodology used.
Cloudflare's intrinsic value may or may not be the same as its current market price of 184.88, in which case there is an opportunity to profit from the mispricing, assuming the market price will eventually merge with its intrinsic value.
Historical Market  184.88 Real  191.77 Target  231.95 Hype  181.57 Naive  198.48
The intrinsic value of Cloudflare's stock can be calculated using various methods such as discounted cash flow analysis, price-to-earnings ratio, or price-to-book ratio. That value may differ from its current market price, which is determined by supply and demand factors such as investor sentiment, market trends, news, and other external factors that may influence Cloudflare's stock price. It is important to note that the real value of any stock may change over time based on changes in the company's performance.
166.39
Downside
191.77
Real Value
194.99
Upside
Estimating the potential upside or downside of Cloudflare helps investors to forecast how Cloudflare stock's addition to their portfolios will impact the overall performance. We also use other valuation drivers to help us estimate the true value of Cloudflare more accurately as focusing exclusively on Cloudflare's fundamentals will not take into account other important factors:
Earnings
Estimates
LowProjectedHigh
0.230.270.23
Details
Hype
Prediction
LowEstimatedHigh
178.35181.57203.37
Details
Naive
Forecast
LowNext ValueHigh
195.27198.48201.70
Details
34 Analysts
Consensus
LowTarget PriceHigh
211.07231.95257.46
Details

Cloudflare Current Valuation Driver Correlations

Understanding the fundamental principles of building solid financial models for Cloudflare is extremely important. It helps to project a fair market value of Cloudflare Stock properly, considering its historical fundamentals such as Current Valuation. Since Cloudflare's main accounts across its financial reports are all linked and dependent on each other, it is essential to analyze all possible correlations between related accounts. However, instead of reviewing all of Cloudflare's historical financial statements, investors can examine the correlated drivers to determine its overall health. This can be effectively done using a conventional correlation matrix of Cloudflare's interrelated accounts and indicators.
Is there potential for Application Software market expansion? Will Cloudflare introduce new products? Factors like these will boost the valuation of Cloudflare. Anticipated expansion of Cloudflare directly elevates investor willingness to pay premium valuations. Understanding fair value requires weighing current performance against future potential. All the valuation information about Cloudflare listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Earnings Share
(0.30)
Revenue Per Share
5.808
Quarterly Revenue Growth
0.307
Return On Assets
(0.03)
Return On Equity
(0.09)
Investors evaluate Cloudflare using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating Cloudflare's intrinsic value—the estimated true worth—helps identify when the stock trades at a discount or premium to fair value. Analysts utilize numerous techniques to assess fundamental value, seeking to purchase shares when trading prices fall beneath estimated intrinsic worth. External factors like market trends, sector rotation, and investor psychology can cause Cloudflare's market price to deviate significantly from intrinsic value.
It's important to distinguish between Cloudflare's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding Cloudflare should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, Cloudflare's market price signifies the transaction level at which participants voluntarily complete trades.

Cloudflare 'What if' Analysis

In the world of financial modeling, what-if analysis is part of sensitivity analysis performed to test how changes in assumptions impact individual outputs in a model. When applied to Cloudflare's stock what-if analysis refers to the analyzing how the change in your past investing horizon will affect the profitability against the current market value of Cloudflare.
0.00
10/31/2025
No Change 0.00  0.0 
In 3 months and 1 day
01/29/2026
0.00
If you would invest  0.00  in Cloudflare on October 31, 2025 and sell it all today you would earn a total of 0.00 from holding Cloudflare or generate 0.0% return on investment in Cloudflare over 90 days. Cloudflare is related to or competes with Synopsys, Cadence Design, Snowflake, Fortinet, NetEase, CoreWeave, and Marvell Technology. CloudFlare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide More

Cloudflare Upside/Downside Indicators

Understanding different market momentum indicators often help investors to time their next move. Potential upside and downside technical ratios enable traders to measure Cloudflare's stock current market value against overall market sentiment and can be a good tool during both bulling and bearish trends. Here we outline some of the essential indicators to assess Cloudflare upside and downside potential and time the market with a certain degree of confidence.

Cloudflare Market Risk Indicators

Today, many novice investors tend to focus exclusively on investment returns with little concern for Cloudflare's investment risk. Other traders do consider volatility but use just one or two very conventional indicators such as Cloudflare's standard deviation. In reality, there are many statistical measures that can use Cloudflare historical prices to predict the future Cloudflare's volatility.
Sophisticated investors, who have witnessed many market ups and downs, anticipate that the market will even out over time. This tendency of Cloudflare's price to converge to an average value over time is called mean reversion. However, historically, high market prices usually discourage investors that believe in mean reversion to invest, while low prices are viewed as an opportunity to buy.
Hype
Prediction
LowEstimatedHigh
178.35181.57203.37
Details
Intrinsic
Valuation
LowRealHigh
166.39191.77194.99
Details
Naive
Forecast
LowNextHigh
195.27198.48201.70
Details
34 Analysts
Consensus
LowTargetHigh
211.07231.95257.46
Details

Cloudflare January 29, 2026 Technical Indicators

Cloudflare Backtested Returns

Cloudflare secures Sharpe Ratio (or Efficiency) of -0.14, which signifies that the company had a -0.14 % return per unit of risk over the last 3 months. Cloudflare exposes twenty-one different technical indicators, which can help you to evaluate volatility embedded in its price movement. Please confirm Cloudflare's Mean Deviation of 2.46, risk adjusted performance of (0.03), and Standard Deviation of 3.6 to double-check the risk estimate we provide. The firm shows a Beta (market volatility) of 0.78, which signifies possible diversification benefits within a given portfolio. As returns on the market increase, Cloudflare's returns are expected to increase less than the market. However, during the bear market, the loss of holding Cloudflare is expected to be smaller as well. At this point, Cloudflare has a negative expected return of -0.46%. Please make sure to confirm Cloudflare's information ratio, skewness, as well as the relationship between the Skewness and price action indicator , to decide if Cloudflare performance from the past will be repeated at some point in the near future.

Auto-correlation

    
  0.37  

Below average predictability

Cloudflare has below average predictability. Overlapping area represents the amount of predictability between Cloudflare time series from 31st of October 2025 to 15th of December 2025 and 15th of December 2025 to 29th of January 2026. The more autocorrelation exist between current time interval and its lagged values, the more accurately you can make projection about the future pattern of Cloudflare price movement. The serial correlation of 0.37 indicates that just about 37.0% of current Cloudflare price fluctuation can be explain by its past prices.
Correlation Coefficient0.37
Spearman Rank Test0.02
Residual Average0.0
Price Variance91.36
Enterprise Value can be a useful tool to compare companies with different capital structures. Long term liability and current cash or cash equivalents can have a huge impact on market valuation of a given company.
Competition

In accordance with the recently published financial statements, Cloudflare has a Current Valuation of 64.22 B. This is 232.48% higher than that of the Software sector and significantly higher than that of the Information Technology industry. The current valuation for all United States stocks is significantly lower than that of the firm.

Cloudflare Current Valuation Peer Comparison

Stock peer comparison is one of the most widely used and accepted methods of equity analyses. It analyses Cloudflare's direct or indirect competition against its Current Valuation to detect undervalued stocks with similar characteristics or determine the stocks which would be a good addition to a portfolio. Peer analysis of Cloudflare could also be used in its relative valuation, which is a method of valuing Cloudflare by comparing valuation metrics of similar companies.
Cloudflare is currently under evaluation in current valuation category among its peers.

Cloudflare ESG Sustainability

Some studies have found that companies with high sustainability scores are getting higher valuations than competitors with lower social-engagement activities. While most ESG disclosures are voluntary and do not directly affect the long term financial condition, Cloudflare's sustainability indicators can be used to identify proper investment strategies using environmental, social, and governance scores that are crucial to Cloudflare's managers, analysts, and investors.
Environmental
Governance
Social

Cloudflare Fundamentals

About Cloudflare Fundamental Analysis

The Macroaxis Fundamental Analysis modules help investors analyze Cloudflare's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Cloudflare using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Cloudflare based on its fundamental data. In general, a quantitative approach, as applied to this company, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Please read more on our fundamental analysis page.

Thematic Opportunities

Explore Investment Opportunities

Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked. Macroaxis thematic optimization helps investors identify companies most likely to benefit from changes or shifts in various micro-economic or local macro-level trends. Originating optimal thematic portfolios involves aligning investors' personal views, ideas, and beliefs with their actual investments.
Explore Investing Ideas  

Additional Tools for Cloudflare Stock Analysis

When running Cloudflare's price analysis, check to measure Cloudflare's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Cloudflare is operating at the current time. Most of Cloudflare's value examination focuses on studying past and present price action to predict the probability of Cloudflare's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Cloudflare's price. Additionally, you may evaluate how the addition of Cloudflare to your portfolios can decrease your overall portfolio volatility.