Análisis opcionales del producto
Con tu permiso, usamos análisis limitados y respetuosos con la privacidad para entender qué recorridos de investigación funcionan. No usamos rastreadores publicitarios ni grabación de sesiones. Puedes cambiar esta opción en Preferencias. Lee la Política de privacidad.
Cloudflare, Inc.'s published Sell conclusion compares the analysis-date price with fair value and potential value. Read the full report for assumptions, evidence, and material risks.
| Market cap | $69.3B | |
|---|---|---|
| Revenue (ttm) | 2.5B | |
| Net income (ttm) | -206.3M | |
| EPS (ttm) | -$0.59 | |
| Shares out | 356.1M | |
| P/E (forward) | 136.0x | |
| Volume | 1,867,183 | |
| Beta | 1.65 |
Recent price action with selectable time range.
| Item | P1 | P2 | P3 | P4 | Trend |
|---|---|---|---|---|---|
| Period | 2022-12-31 | 2023-12-31 | 2024-12-31 | 2025-12-31 | Trend |
| Revenue | $975.2M | $1.30B | $1.67B | $2.17B | +30.5% |
| Gross profit | $742.6M | $989.7M | $1.29B | $1.62B | +29.6% |
| Operating income | $-185.7M | $-172.0M | $-65.7M | $-83.9M | — |
| Net income | $-193.4M | $-183.9M | $-78.8M | $-102.3M | — |
| EPS (diluted) | $-0.59 | $-0.55 | $-0.23 | $-0.29 | — |
| EBITDA | $-83.4M | $-36.2M | $62.0M | $105.8M | — |
| R&D | $298.3M | $358.1M | $421.4M | $512.5M | +19.8% |
| SG&A | $645.5M | $817.1M | $1.02B | $1.31B | +26.6% |
Recent company headlines from major financial publishers.
Cloudflare utterly dominates SASE and AI edge markets, sustaining >30% top-line compounding for five years and eventually achieving 30%+ operating margins, justifying a prolonged premium multiple phase.
Strong but naturally decelerating growth (from 29% to high teens) as the business scales. Structural operating margins eventually reach 22%, anchoring to a disciplined 8x terminal EV/Rev multiple.
| Ke ↓ / g → | 2.0% | 2.5% | 3.0% | 3.5% | 4.0% |
|---|---|---|---|---|---|
| 10.8% | $97.6 | $103 | $110 | $118 | $126 |
| 11.8% | $87.6 | $92.3 | $97.6 | $103 | $110 |
| 12.8% | $79.4 | $83.3 | $87.6 | $92.3 | $97.6 |
| 13.8% | $72.7 | $75.9 | $79.4 | $83.3 | $87.6 |
| 14.8% | $67.0 | $69.7 | $72.7 | $75.9 | $79.4 |
Upcoming earnings date and setup when available.
La calificación que llevaba la edición de análisis publicada cada mes. Una calificación compara el precio en la fecha del análisis con el valor razonable; no es un registro de si la valoración acertó.
| Año | ene | feb | mar | abr | may | jun | jul | ago | sept | oct | nov | dic |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
