Loading...
Generating destination analysis
Compass Direction
Earnings IntelligenceAI-Powered
Loading earnings analysis...
Compass Score
Neutral
Key Numbers
Market Cap
$35B
P/E
150
Revenue Growth
+30.0%
Gross Margin
N/A
ROE
N/A
About Cloudflare Inc.
As a mid-cap technology company trading on the NYSE, Cloudflare Inc. has established itself, with direct, concentrated exposure to the defence technology and national security theme. Edge network and cybersecurity platform protecting internet infrastructure. Valued at 150x trailing earnings with a $35B market capitalization, the company demonstrates consistent top-line gains at +30% year-over-year.
Expert Coverage
Unlock Full NET Analysis
Expert analysis and coverage for Cloudflare Inc.
Or unlock everything now with Compass, $9/moPrice & Technical Analysis
Price50 DMA200 DMA
Price vs 200DMA
DMA Convergence
50 DMA
200 DMA
Rating last updated: 2026-10-07
More in AI & Robotics
META
Meta Platforms
89
True North
Mixed
Social media giant pivoting to AI-first strategy with Llama open-source models.
NASDAQ
MCap $1.5TRev +22%P/E 28MSFT
Microsoft Corporation
87
True North
Mixed
Cloud and AI platform leader with Azure, Copilot, and OpenAI partnership.
NASDAQ
MCap $3.1TRev +16%P/E 36SMCI
Super Micro Computer
87
True North
Pure Play
AI server and rack solutions optimized for GPU-intensive workloads.
NASDAQ
MCap $25BRev +110%P/E 18CRM
Salesforce Inc.
87
True North
Mixed
Enterprise CRM leader with Einstein AI agents transforming customer relationship management.
NYSE
MCap $280BRev +11%P/E 45More in Defence
GRMN
Garmin Ltd.
92
True North
Adjacent
GPS navigation and wearable technology with aviation and marine divisions.
NYSE
MCap $36BRev +15%P/E 25TDG
TransDigm Group
90
True North
Pure Play
Highly profitable aerospace components manufacturer with pricing power.
NYSE
MCap $75BRev +18%P/E 40MP
MP Materials Corp.
90
True North
Pure Play
Only integrated rare earth mining and processing operation in North America.
NYSE
MCap $4BRev +35%P/E 40NOC
Northrop Grumman
88
True North
Pure Play
B-21 stealth bomber maker and space systems integrator for national security.
NYSE
MCap $70BRev +5%P/E 18