Cloudflare Price To Earning vs. Revenue

NET Stock  USD 212.45  0.34  0.16%   
Based on the measurements of profitability obtained from Cloudflare's financial statements, Cloudflare may not be well positioned to generate adequate gross income at the present time. It has a very high chance of underperforming in April. Profitability indicators assess Cloudflare's ability to earn profits and add value for shareholders.Price To Sales Ratio is dropping compared to historical levels. Cloudflare reported 31.69 in Price To Sales Ratio for the previous period. As of March 15th, 2026, EV To Sales is estimated to rise to 34.87, whereas Days Of Sales Outstanding is moving lower toward 46.54.. Accumulated Other Comprehensive Income is advancing compared to historical levels. Cloudflare reported 12.26 Million in Accumulated Other Comprehensive Income for the previous period. As of March 15th, 2026, Net Interest Income is estimated to rise to approximately 128.6 M, whereas Income Before Tax is moving lower toward slightly above -97.3 M.. As of March 15th, 2026, Gross Profit is estimated to rise to approximately 1.7 B, whereas Pretax Profit Margin is moving lower toward -0.04 .
Current ValueLast YearChange From Last Year 10 Year Trend
Gross Profit Margin0.610.7443
Significantly Down
Very volatile
Profitability metrics here describe how Cloudflare converts revenue and assets into earnings and performance context.
Correlation Analysis.
To learn how to invest in Cloudflare Stock, please use our How to Invest in Cloudflare guide.Consensus EPS for Cloudflare is 0.27, with bounds of 0.24 and 0.32. EPS TTM is -0.3. EPS is most informative when read together with margin stability and cash-flow conversion. Consensus EPS estimates for Cloudflare typically reference EPS before non-recurring items. The consensus may include employee stock option expense.
Macro event markers
 
Covid
 
Interest Hikes
Cloudflare is projected to report an EPS estimate of 0.2679 on 30th of June 2026. Analyst consensus for Cloudflare is presented with historical volatility context.. Earnings estimates provide context for forward-looking performance discussion. The estimates are presented as context for broader analysis and timeframe comparison.
 Earnings Share
-0.30
 Revenue Per Share
6.222
 Quarterly Revenue Growth
0.336
 Return On Assets
-0.03
 Return On Equity
-0.08
The market value of Cloudflare is measured differently than book value, which reflects Cloudflare accounting equity. Cloudflare's market capitalization is 74.78 B. With a P/B ratio of 51.25, the market values Cloudflare well above its book equity. Enterprise value stands at 74.2 B. Value and price for Cloudflare are related but not identical, and they can diverge across cycles. Trading price represents the transaction level agreed by market participants.
Note that Cloudflare's intrinsic value and market price are different measures derived from different inputs. For Cloudflare, key inputs include a P/B ratio of 51.25, a profit margin of -4.72%, ROE of -8.16%, and revenue of 2.17 B. Market price reflects the current exchange level formed by active bids and offers.

Cloudflare Revenue vs. Price To Earning Fundamental Analysis

Peer-based valuation metrics position Cloudflare within its sector hierarchy.
Cloudflare is rated below average in price to earning relative to competitors. It is rated below average in revenue relative to competitors . Total Revenue is advancing compared to historical levels. Cloudflare reported 2.17 Billion in Total Revenue for the previous period. Comparative pricing ratios position Cloudflare within industry norms.

Cloudflare's Historical Earnings Breakdown by Geography

Cloudflare Revenue vs. Price To Earning

Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.

Cloudflare

P/E

 = 

Market Value Per Share

Earnings Per Share

 = 
-23.01 X
Generally speaking, the Price to Earnings ratio gives investors an idea of what the market is willing to pay for the company's current earnings.
Revenue is income that a firm generates from business activities such us rendering services or selling goods to customers. It is a crucial part of a business and an essential item when evaluating a company's financial statements. Revenues from a firm's primary business operations can be reported on the income statement as sales revenue, net sales, or simply sales, depending on the industry in which a given company operates.

Cloudflare

Revenue

 = 

Money Received

-

Discounts and Returns

 = 
2.17 B
Revenue is typically recorded when cash or cash equivalents are exchanged for services or goods and can include products or services discounts, promotions, as well as early payments on invoices or services rendered in advance.

Cloudflare Revenue vs Competition

Cloudflare is rated below average in revenue relative to competitors. Market size based on revenue of Information Technology industry is now estimated at about 170.73 Billion. Cloudflare claims roughly 2.17 Billion in revenue contributing just under 2% to equities under Information Technology sector.

Cloudflare Profitability Projections

The most important aspect of a successful company is its ability to generate a profit. For investors in Cloudflare, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Cloudflare will eventually generate negative long term returns. The profitability progress is the general direction of Cloudflare's change in net profit over the period of time. It can combine multiple indicators of Cloudflare, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Last ReportedProjected for Next Year
Accumulated Other Comprehensive Income12.3 M12.9 M
Net Interest Income122.5 M128.6 M
Interest Income122.5 M128.6 M
Operating Income-203.3 M-213.5 M
Net Loss-102.3 M-107.4 M
Income Before Tax-92.7 M-97.3 M
Total Other Income Expense Net110.6 M116.1 M
Net Loss-102.3 M-107.4 M
Net Loss-102.3 M-107.4 M
Income Tax Expense9.6 M10 M
Non Operating Income Net Other17.8 M18.7 M
Change To Netincome239.3 M251.3 M
Net Loss-0.29 -0.31
Income Quality-6.52 -6.19
Net Income Per E B T 1.10 1.07

Cloudflare Profitability Driver Comparison

Profitability drivers for Cloudflare are the financial and operational factors that most directly influence its earnings. Investors must contend with a wide range of external shocks - from regulatory changes to commodity price swings - that can disrupt Cloudflare's financial results.

Earnings Estimation Breakdown

For Cloudflare, the next projected earnings per share is 0.2679 based on current analyst consensus. The range of individual analyst forecasts runs from 0.24 to 0.32, reflecting varying views on Cloudflare's near-term business performance. Consensus EPS excludes non-recurring items and is calculated from trailing twelve-month operating results.
Last Reported EPS
0.0
0.24
Lowest
Expected EPS
0.2679
0.32
Highest

Earnings Projection Consensus

If consensus earnings estimates imply a fair value above Cloudflare's current price, the market may be discounting future earnings more aggressively than analysts. If the market price is ahead of the estimate, the implied premium may require strong execution to sustain. These valuation signals are best used as one input within a multi-method investment framework.
Number of AnalystsHistorical AccuracyLast Reported EPSEstimated EPS for 30th of June 2026Current EPS (TTM)
3576.72%
0.0
0.2679
-0.3

Earnings History

Professional analyst coverage of Cloudflare synthesizes management guidance, sector trends, and macro assumptions into a consensus EPS estimate. This consensus shapes investor expectations ahead of each earnings release and becomes the reference point for post-report reaction. We recommend reviewing consensus alongside fundamental valuation models before making allocation decisions.

Cloudflare Quarterly Gross Profit

456.2 Million
As of March 15th, 2026, Retained Earnings is estimated to rise to approximately -1.1 B. In addition to that, Retained Earnings Total Equity is anticipated to decline to approximately -793.7 M As of March 15th, 2026, Common Stock Shares Outstanding is anticipated to decline to approximately 328.7 M. In addition to that, Net Loss is anticipated to decline to approximately -107.4 M.
Mean reversion in Cloudflare's price occurs when temporary dislocations - caused by sentiment extremes, news events, or liquidity shocks - correct back toward the stock's historical fair value.
Hype
Prediction
LowEstimatedHigh
210.07213.85217.63
Details
Intrinsic
Valuation
LowRealHigh
212.37216.15219.93
Details
Naive
Forecast
LowNextHigh
228.77232.55236.33
Details
34 Analysts
Consensus
LowTargetHigh
211.51232.43258.00
Details
A rigorous investment case for Cloudflare requires more than studying its own financials. Benchmarking Cloudflare's performance, valuation, and risk profile against competitors is essential to validate any investment thesis. The market impact of institutional consensus-following in Cloudflare means that EPS surprise size matters as much as direction. Large banks and funds that track the same analyst models often exit or accumulate simultaneously on surprise events. This synchronization amplifies short-term moves and reinforces the importance of monitoring consensus accuracy for Cloudflare.

Earnings per Share Projection vs Actual

For Cloudflare, actual EPS provides a historical record of per-share profitability that investors use to identify trends. Expected EPS for Cloudflare projects this figure forward using guidance, industry dynamics, and financial analysis. The higher Cloudflare's EPS trajectory, the stronger its implied earnings quality relative to peers.

Estimated Months Earnings per Share

Investors seeking income from Cloudflare should track EPS trends alongside dividend history to assess payout sustainability. EPS that outpaces dividend growth signals expanding coverage; EPS that lags dividend growth raises cut risk. Always complement EPS analysis with a review of operating leverage, working capital trends, and competitive positioning.

Quarterly Analyst Estimates and Surprise Metrics

EPS surprise events for Cloudflare's have historically correlated with short-term return outliers - both upside and downside. The post-earnings drift effect means that initial surprise reactions can persist over subsequent trading sessions. Analyst estimates contributing to consensus are derived from fundamental models trained on trailing performance and management guidance.
Reported
Fiscal Date
Estimated EPS
Reported EPS
Surprise
null
nullnullnullnull
2026-02-10
2025-12-310.270.280.01
2025-10-30
2025-09-300.230.270.0417 
2025-07-31
2025-06-300.180.210.0316 
2025-05-08
2025-03-310.160.160.0
2025-02-06
2024-12-310.180.190.01
2024-11-07
2024-09-30-0.07-0.040.0342 
2024-08-01
2024-06-300.140.20.0642 
2024-05-02
2024-03-310.130.160.0323 
2024-02-08
2023-12-310.120.150.0325 
2023-11-02
2023-09-300.10.160.0660 
2023-08-03
2023-06-300.070.10.0342 
2023-04-27
2023-03-310.030.080.05166 
2023-02-09
2022-12-310.050.060.0120 
2022-11-03
2022-09-300.00340.060.05661664 
2022-08-04
2022-06-30-0.01-0.1954-0.18541854 
2022-05-05
2022-03-310.00130.010.0087669 
2022-02-10
2021-12-31-0.0043-0.2419-0.23765525 
2021-11-04
2021-09-30-0.04-0.3412-0.3012753 
2021-08-05
2021-06-30-0.04-0.020.0250 
2021-05-06
2021-03-31-0.03-0.030.0
2021-02-11
2020-12-31-0.04-0.020.0250 
2020-11-05
2020-09-30-0.05-0.020.0360 
2020-08-06
2020-06-30-0.06-0.030.0350 
2020-05-07
2020-03-31-0.06-0.040.0233 
2020-02-13
2019-12-31-0.07-0.060.0114 
2019-11-07
2019-09-30-0.15-0.16-0.01
2019-09-13
2019-06-30-0.2-0.060.1470 

Use Cloudflare in pair-trading

Pair trading with Cloudflare can help investors hedge some company-specific exposure by balancing a long view with an offsetting position. The key question is whether the second leg adds real hedge value instead of just creating a more complex version of the same risk.

Cloudflare Pair Trading

Cloudflare Pair Trading Analysis

Using correlated positions as Cloudflare substitutes during tax-loss harvesting allows investors to capture a tax benefit without disrupting portfolio allocation. The key is finding instruments that track Cloudflare closely enough to maintain equivalent risk and return.
The correlation of Cloudflare with other assets is a key diversification metric. Pairing Cloudflare with uncorrelated or negatively correlated instruments can reduce overall portfolio volatility without necessarily reducing expected returns.
Correlation analysis and pair trading evaluation for Cloudflare can be used to frame hedging context. The view can be extended across sectors or other related groups.
Pair CorrelationCorrelation Matching

Use Investing Themes to Complement your Cloudflare position

Using Cloudflare inside a theme workflow gives investors a structured way to compare related stocks, funds, ETFs, and crypto assets before allocating capital. The practical benefit is that the selected idea can be tuned either for higher upside or for tighter risk control.

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Software Theme
Companies that develop and distribute software and software systems to individuals or business. The Software theme has 42 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Software Theme or any other thematic opportunities.
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