NET PEER ANALYSIS

Cloudflare Inc — metric-by-metric comparison with peers and the industry median

NETCloudflare Inc

🇺🇸 USA · NYSE · Technology · Software - Infrastructure

Value it Duel

Overall Profile & Returns

· Software - Infrastructure

Position Within Industry

0 = weak quartile, 100 = strong quartile

NETIndustry median

Scores normalize each metric against industry quartiles (p25–p75); direction is inverted for lower-is-better metrics.

Return Comparison

1-Year

Split-adjusted

Year-to-Date (YTD)

Key Metric Comparison

P/E

Lower is better

ROE

Higher is better

Net Margin

Higher is better

Revenue Growth

Higher is better

All Metrics

Valuation
Metric	NET	ADYEN	BB	Ind. Median
P/E	—	25.65●	124.21	27.56
P/B	55.99	5.16●	9.92	3.64
EV/EBITDA	615.21	12.24●	79.73	16.61
P/S	36.71	10.80●	12.79	3.25

Financial Health
Metric	NET	ADYEN	BB	Ind. Median
Current Ratio	1.96	168.11●	2.20	1.43
Debt/Equity	230.9%	4.8%●	29.5%	25.1%
NetDebt/EBITDA	-4.72	-7.76●	-1.41	-0.02

Profitability
Metric	NET	ADYEN	BB	Ind. Median
Net Margin	-3.7%	42.1%●	10.3%	8.9%
ROE	-5.9%	22.3%●	8.1%	14.2%
ROA	-1.8%	9.0%●	5.4%	4.0%
EBITDA Margin	5.9%	54.0%●	15.8%	17.8%

Growth + Dividend
Metric	NET	ADYEN	BB	Ind. Median
Rev. Growth	31.6%●	25.2%	4.8%	10.2%
NI Growth	—	14.8%	—	7.0%
Div. Yield	—	—	—	0.9%
Payout	—	—	—	20.6%

Valuation
Metric	NET	SNPS	FTNT	CRWD	XYZ	TWLO	Ind. Median
P/E	—	108.34	59.38	—	58.37●	317.64	27.56
P/B	55.99	2.75	117.27	10.80	2.17●	4.24	3.64
EV/EBITDA	615.21	33.99	42.12	138.31	26.04●	102.14	16.61
P/S	36.71	9.65	16.32	9.82	1.92●	6.23	3.25

Financial Health
Metric	NET	SNPS	FTNT	CRWD	XYZ	TWLO	Ind. Median
Current Ratio	1.96	1.43	1.15	1.53	1.99	4.66●	1.43
Debt/Equity	230.9%	35.6%	50.2%	17.7%	37.5%	13.7%●	25.1%
NetDebt/EBITDA	-4.72	3.08	-1.04	-11.15●	-3.18	-4.11	-0.02

Profitability
Metric	NET	SNPS	FTNT	CRWD	XYZ	TWLO	Ind. Median
Net Margin	-3.7%	8.9%	27.5%●	-0.5%	3.3%	2.0%	8.9%
ROE	-5.9%	3.8%	132.4%●	-0.6%	3.7%	1.3%	14.2%
ROA	-1.8%	2.2%	19.3%●	-0.2%	2.1%	1.1%	4.0%
EBITDA Margin	5.9%	31.2%	37.8%●	6.6%	6.6%	5.9%	17.8%

Growth + Dividend
Metric	NET	SNPS	FTNT	CRWD	XYZ	TWLO	Ind. Median
Rev. Growth	31.6%	39.5%●	15.7%	23.2%	2.3%	15.7%	10.2%
NI Growth	—	-64.3%	4.0%●	—	-69.1%	—	7.0%
Div. Yield	—	—	—	0.0%	—	—	0.9%
Payout	—	—	—	-85.4%	—	—	20.6%

The green dot marks the best value in the group given the metric direction (higher/lower is better). All metrics use trailing-twelve-month (TTM) data.

Go deeper on NET

Run a DCF valuation

Full DCF model with editable assumptions

Start a head-to-head duel

Compare two stocks metric by metric

Filter in the stock screener

Build your own universe with 400+ metrics

Data on this page refreshes once per day. Price data as of Jul 2, 26. This content is for informational purposes only and is not investment advice.