Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc - Ordinary Shares - Class A

NET

Market Cap$56.87B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Cloudflare Inc - Ordinary Shares - Class ACloudflare Inc - Ordinary Shares - Class A-723.4--9%44.11.9

Earnings Call Q4 2024

February 6, 2025 - AI Summary

Strong Revenue Growth: Cloudflare reported Q4 2024 revenue of $459.9 million, representing a 27% year-over-year increase. The company also added a record number of large customers, increasing its large customer base to 3,497, a 27% growth year-over-year. Revenue from large customers now contributes 69% of total revenue, up from 66% in Q4 2023.
Operating Profit and Gross Margin: The company delivered a Q4 operating profit of $67.2 million, which is a 69% increase from the previous year, resulting in an operating margin of 14.6%. Gross margin stood at 77.6%, indicating consistent efficiency, although a slight decline compared to previous quarters due to increased costs associated with paid customer traffic.
Positive Net Retention Rate: Cloudflare's dollar-based net retention rate improved to 111%, a stability in metrics that typically indicate customer satisfaction and upselling potential despite a challenging budget scrutiny environment amongst clients.

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$122.33

Target Price by Analysts

30.7% downsideCloudflare Target Price DetailsTarget Price
$-35.89

Current Fair Value

120.3% downside

Overvalued by 120.3% based on the discounted cash flow analysis.

Share Statistics

Market cap$56.87 Billion
Enterprise Value$58.66 Billion
Dividend Yield$0 (0%)
Earnings per Share$-0.23
Beta1.1
Outstanding Shares344,003,000

Return

Return on Equity-
Return on Assets-
Return on Invested Capital-

Valuation & Multiples

P/E Ratio-723.37
PEG2075.14
Price to Sales44.13
Price to Book Ratio58.83
Enterprise Value to Revenue37.31
Enterprise Value to EBIT-360.17
Enterprise Value to Net Income-626
Total Debt to Enterprise0.03
Debt to Equity1.86

Revenue Sources

No data

Insider Trades

ESG Score

No data

About Cloudflare Inc

CEO: Matthew Prince

Cloudflare, Inc. is on a mission to help build a better Internet. Cloudflare's platform protects and accelerates any Internet application online without adding hardware, installing software, or changing a line of code. Internet propertie...