Cloudflare, Inc. (NET) – High caliber business with strong guidance

Cloudflare has a self service & pre built solutions sales approach for the lower end of their target market. It is more of a SaaS like business model. Their retention metrics has been growing upwards.

Highlights

Valuation

– Enterprise Value
– CrispIdea Forecast
– Peer Valuation
– CrispIdea Forecast Relative to Consensus
– Consensus History and Surprise
– Consensus Momentum

Actual & Historical Performance

– Income Statement
– Balance Sheet
– Cash Flow
– Common Size Ratio Analysis
– Historical Ratios
– Ratio Analysis
– Segment Performance
– Key Metrics

Peer Performance

– Summary
– Profitability
– Growth
– Price Performance

Ownership

Stock Price Performance

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