Cloudflare, Inc.

BMV:NET * Stock Report

Market Cap: Mex$616.9b

Cloudflare Valuation

Is NET * undervalued compared to its fair value, analyst forecasts and its price relative to the market?

Valuation Score

0/6

Valuation Score 0/6

  • Below Fair Value

  • Significantly Below Fair Value

  • Price-To-Sales vs Peers

  • Price-To-Sales vs Industry

  • Price-To-Sales vs Fair Ratio

  • Analyst Forecast

Share Price vs Fair Value

What is the Fair Price of NET * when looking at its future cash flows? For this estimate we use a Discounted Cash Flow model.

Below Fair Value: NET * (MX$1805) is trading above our estimate of fair value (MX$1430.52)

Significantly Below Fair Value: NET * is trading above our estimate of fair value.

Key Valuation Metric

Which metric is best to use when looking at relative valuation for NET *?

Other financial metrics that can be useful for relative valuation.

NET * key valuation metrics and ratios. From Price to Earnings, Price to Sales and Price to Book to Price to Earnings Growth Ratio, Enterprise Value and EBITDA.
Key Statistics
Enterprise Value/Revenue20.8x
Enterprise Value/EBITDA-638.6x
PEG Ration/a

Price to Sales Ratio vs Peers

How does NET *'s PS Ratio compare to its peers?

The above table shows the PS ratio for NET * vs its peers. Here we also display the market cap and forecasted growth for additional consideration.
CompanyForward PSEstimated GrowthMarket Cap
Peer Average8.5x
SNOW Snowflake
12.5x18.7%US$40.1b
MDB MongoDB
11.2x15.3%US$20.4b
GDDY GoDaddy
5.3x7.2%US$23.2b
OKTA Okta
5.2x10.8%US$12.7b
NET * Cloudflare
21x21.2%Mex$31.0b

Price-To-Sales vs Peers: NET * is expensive based on its Price-To-Sales Ratio (21x) compared to the peer average (8.5x).

Price to Earnings Ratio vs Industry

How does NET *'s PE Ratio compare vs other companies in the Global IT Industry?

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a0%
 n/an/an/a
No. of CompaniesPS048121620

Fetching data

0 CompaniesPrice / EarningsEstimated GrowthMarket Cap
Industry Avg.n/a0%
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Price-To-Sales vs Industry: NET * is expensive based on its Price-To-Sales Ratio (21x) compared to the Global IT industry average (1.6x).

Price to Sales Ratio vs Fair Ratio

What is NET *'s PS Ratio compared to its Fair PS Ratio? This is the expected PS Ratio taking into account the company's forecast earnings growth, profit margins and other risk factors.

NET * PS Ratio vs Fair Ratio.
Fair Ratio
Current PS Ratio21x
Fair PS Ration/a

Price-To-Sales vs Fair Ratio: Insufficient data to calculate NET *'s Price-To-Sales Fair Ratio for valuation analysis.

Analyst Price Targets

What is the analyst 12-month forecast and do we have any statistical confidence in the consensus price target?

The above table shows the analyst NET * forecast and predictions for the stock price in 12 month’s time.
DateShare PriceAverage 1Y Price TargetDispersionHighLow1Y Actual priceAnalysts
CurrentMex$1,805.00
Mex$1,816.77
+0.7%
18.6%Mex$2,683.72Mex$1,133.13n/a30
Oct ’25Mex$1,635.00
Mex$1,836.33
+12.3%
17.8%Mex$2,698.99Mex$1,139.57n/a29
Sep ’25Mex$1,652.00
Mex$1,784.58
+8.0%
17.5%Mex$2,620.88Mex$1,106.59n/a30
Aug ’25Mex$1,400.00
Mex$1,693.67
+21.0%
18.9%Mex$2,534.23Mex$938.61n/a30
Jul ’25Mex$1,535.00
Mex$1,653.65
+7.7%
19.3%Mex$2,469.89Mex$914.78n/a29
Jun ’25n/a
Mex$1,529.28
0%
19.6%Mex$2,294.47Mex$849.81n/a28
May ’25Mex$1,515.00
Mex$1,729.49
+14.2%
18.9%Mex$2,305.00Mex$887.85n/a29
Apr ’25Mex$1,590.00
Mex$1,736.05
+9.2%
19.0%Mex$2,288.37Mex$881.45n/a30
Mar ’25Mex$1,677.00
Mex$1,744.14
+4.0%
19.0%Mex$2,302.02Mex$886.70n/a30
Feb ’25n/a
Mex$1,306.32
0%
21.3%Mex$1,879.52Mex$768.89n/a30
Jan ’25Mex$1,436.12
Mex$1,169.32
-18.6%
20.6%Mex$1,868.75Mex$764.49n/a27
Dec ’24Mex$1,306.00
Mex$1,138.25
-12.8%
16.6%Mex$1,475.91Mex$781.36n/a26
Nov ’24Mex$985.00
Mex$1,231.47
+25.0%
17.3%Mex$1,624.82Mex$776.30n/a25
Oct ’24Mex$1,110.00
Mex$1,174.17
+5.8%
18.4%Mex$1,536.61Mex$734.16Mex$1,635.0025
Sep ’24Mex$1,037.51
Mex$1,157.83
+11.6%
18.1%Mex$1,508.39Mex$720.68Mex$1,652.0024
Aug ’24Mex$1,109.26
Mex$1,029.38
-7.2%
19.8%Mex$1,334.51Mex$633.89Mex$1,400.0024
Jul ’24Mex$1,136.25
Mex$960.04
-15.5%
17.4%Mex$1,366.18Mex$648.93Mex$1,535.0023
Jun ’24Mex$1,232.00
Mex$991.35
-19.5%
17.7%Mex$1,415.07Mex$672.16n/a22
May ’24Mex$1,076.00
Mex$1,011.47
-6.0%
19.5%Mex$1,434.29Mex$681.29Mex$1,515.0024
Apr ’24Mex$1,116.00
Mex$1,236.94
+10.8%
19.1%Mex$1,745.54Mex$790.09Mex$1,590.0025
Mar ’24Mex$1,100.00
Mex$1,236.94
+12.4%
19.1%Mex$1,745.54Mex$790.09Mex$1,677.0025
Feb ’24Mex$1,024.00
Mex$1,114.73
+8.9%
22.9%Mex$1,783.07Mex$675.69n/a23
Jan ’24Mex$880.39
Mex$1,217.54
+38.3%
19.7%Mex$1,834.71Mex$811.13Mex$1,436.1223
Dec ’23Mex$951.60
Mex$1,217.54
+27.9%
19.7%Mex$1,834.71Mex$811.13Mex$1,306.0023
Nov ’23Mex$1,116.00
Mex$1,643.32
+47.3%
27.0%Mex$2,980.11Mex$1,132.44Mex$985.0021
Oct ’23Mex$1,152.00
Mex$1,834.85
+59.3%
37.8%Mex$4,079.72Mex$1,019.93Mex$1,110.0020

Analyst Forecast: Target price is less than 20% higher than the current share price.

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