Cloudflare, Inc. (NET) Financial Analysis — Fisclear

Valuation

Software

Live · Yahoo Finance

Price

$306.53

52-Week Range

$158.83$306.53 now$332.22

Decision Context

Scores are balanced across the six engines. No single dimension dominates — this is consistent with a stable, mid-tier quality business.

Based on filing period ending Jun 2026

FisclearScore is a quantitative model using public financial data and sector median benchmarks (refreshed monthly). Not financial advice. Always conduct independent due diligence.

NET vs

Macro Context

Fed Funds Rate

3.63%

Accommodative

10-Year Treasury

4.60%

2026-07-01

Unemployment

4.1%

Near full employment

CPI Index

332.8

2026-07-01

M2 Money Supply

$23.2T

2026-06-01

The Federal Funds rate stands at 3.63% — a moderately elevated rate environment that raises borrowing costs across the economy; 10-year Treasury yields are at 4.60%, setting the benchmark for long-term corporate borrowing; Unemployment stands at 4.1%; Industrial production index is at 102.6; M2 money supply is $23.2T; CPI index stands at 332.8.

SWOT Analysis — NET

Inflationary Boom

Macro lens (Inflationary Boom): Rising costs and tighter margins amplify financial risks in this regime.

✦

Strengths

Total Assets: $6.0B (+82.9% YoY) — Total assets grew 83% — the company's resource base expanded.
Operating Cash Flow: $603.1M (+58.5% YoY) — Operating cash flow grew 59% — the business generated more cash from day-to-day operations.
Revenue: $2.2B (+29.8% YoY) — Revenue grew 30% — the company sold more goods or services than the prior year.

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Weaknesses

Net Income: -$102.3M (-29.8% YoY) — The company posted a net loss — total expenses exceeded total revenue.
EPS (Diluted): $-0.29 (-26.1% YoY) — Negative EPS — the company recorded a loss on a per-share basis.
Stock is near its 52-week high (332.22) — the price reflects strong recent momentum, but entry risk is elevated at these levels.

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Opportunities

No clear opportunities identified at this time.

⚠

Threats

Net loss of $102.3M — the company spent more than it earned. Investors should monitor the path to profitability.
Total liabilities represent 76% of total assets — elevated leverage that amplifies both gains and losses.

Financial Charts

Revenue vs Net Income

Gross Profit vs Operating Income

Margin Trend

Operating Cash Flow

Year-over-Year Changes

Total Assets

$6.0B

was $3.3B

+82.9%

Total assets grew 83% — the company's resource base expanded.

Operating Cash Flow

$603.1M

was $380.4M

+58.5%

Operating cash flow grew 59% — the business generated more cash from day-to-day operations.

Revenue

$2.2B

was $1.7B

+29.8%

Revenue grew 30% — the company sold more goods or services than the prior year.

Net Income

-$102.3M

was -$78.8M

−29.8%

The company posted a net loss — total expenses exceeded total revenue.

EPS (Diluted)

$-0.29

was $-0.23

−26.1%

Negative EPS — the company recorded a loss on a per-share basis.

Risk Flags

1 high · 1 medium · 1 low

⚠ High
Net loss of $102.3M — the company spent more than it earned. Investors should monitor the path to profitability.
◈ Medium
Total liabilities represent 76% of total assets — elevated leverage that amplifies both gains and losses.
○ Low
Stock is near its 52-week high (332.22) — the price reflects strong recent momentum, but entry risk is elevated at these levels.