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.
Upgrade to CompassFull access to 500+ ratings • $9/month
Price & Technical Analysis
Price50 DMA200 DMA
Price vs 200DMA
DMA Convergence
50 DMA
200 DMA
Rating last updated: 2026-05-19
More in AI & Robotics
AVGO
Broadcom Inc.
90
True North
Mixed
Custom AI accelerator (ASIC) designer with VMware cloud software.
NASDAQ
MCap $800BRev +44%P/E 35MSFT
Microsoft Corporation
89
True North
Mixed
Cloud and AI platform leader with Azure, Copilot, and OpenAI partnership.
NASDAQ
MCap $3.1TRev +16%P/E 36ANET
Arista Networks
89
True North
Pure Play
High-speed networking backbone for hyperscale data centers.
NYSE
MCap $110BRev +20%P/E 48ORCL
Oracle Corporation
89
True North
Adjacent
Cloud infrastructure provider with OCI GPU clusters for AI training.
NYSE
MCap $380BRev +18%P/E 38More 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 25ZS
Zscaler Inc.
87
True North
Pure Play
Zero-trust cloud security platform replacing traditional network firewalls.
NASDAQ
MCap $30BRev +34%P/E 80MP
MP Materials Corp.
87
True North
Pure Play
Only integrated rare earth mining and processing operation in North America.
NYSE
MCap $4BRev +35%P/E 40NOC
Northrop Grumman
86
True North
Pure Play
B-21 stealth bomber maker and space systems integrator for national security.
NYSE
MCap $70BRev +5%P/E 18