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Cloudflare, Inc.
Cloudflare, Inc. (NET) is listed on NYSE and classified in Software - Infrastructure, part of the Technology sector. It is headquartered in San Francisco, United States and has 5,156 employees. The company is worth $108.11B. Revenue was $2.17B in fiscal 2025, up 29.8% from the year before. It reported a net loss of $102.27M. The share price is 18.0% below its 52-week high of $370.35. 8 of the 38 superinvestors we track held it at the end of Q2 2026. The largest position belongs to Baillie Gifford (Baillie Gifford & Co), at $3.58B. In that quarter, 2 of them opened or added to the position and 5 reduced it. Over the last 30 days, company insiders sold $40.5M of its stock on the open market and bought none. All of those sales were scheduled in advance under 10b5-1 plans.
Written from the data on this page: SEC filings (13F, Form 4, annual reports) and market prices.
Year by year, from the annual reports; dividends from the payments themselves.
Bars are year-end balances; lines are what happened during the year.
Major managers that reported this stock in their latest 13F.
▲ +57.4% over 5Y.
today you would have $1,521.67▲ +52.2%
Dividends reinvested, splits accounted for. Past prices say what happened, not what will.
The last 7 closed years, each at that year’s closing price and reported numbers.
| Indicator | Median | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 |
|---|---|---|---|---|---|---|---|---|
| Year-end price | $197.15 | $107.68 | $83.26 | $45.21 | $131.50 | $75.99 | $17.06 | |
| P/S | 22.0x | 31.7x | 22.0x | 21.4x | 15.1x | 62.6x | 52.8x | 8.7x |
| P/B | 35.1x | 47.1x | 35.1x | 36.4x | 23.6x | 50.6x | 27.9x | 3.4x |
| EPS |
Companies of similar size in Technology, for comparison. The columns are the same ones above, in the same order.
| Stock | Price | P/E | P/B | Dividend yield | ROE | Market cap |
|---|---|---|---|---|---|---|
| GLWCorning Inc | $123.99 | 56.9x | 8.9x | 0.90% | 16.81% | $106.8B |
| SNOWSnowflake Inc. | $313.96 | — | 51.5x | 0.00% | -48.06% | $110.77B |
| ADBEAdobe Inc | $270.55 | 14.2x | 9.0x | 0.00% | 61.90% | $105.3B |
| ADPAutomatic Data Processing Inc | $307.94 |
| -$0.29 |
| -$0.23 |
| -$0.55 |
| -$0.59 |
| -$0.83 |
| -$0.40 |
| -$0.72 |
| Profit margin | -19.83% | -4.72% | -4.72% | -14.19% | -19.83% | -39.66% | -27.69% | -36.87% |
| ROE | -14.61% | -7.01% | -7.53% | -24.11% | -30.99% | -32.08% | -14.61% | -14.58% |
Median of the years shown; P/E years above 200x are left out.
| 26.9x |
| 20.3x |
| 2.21% |
| 72.24% |
| $122.02B |
| INTUIntuit Inc | $354.90 | 21.6x | 5.0x | 1.56% | 23.60% | $94.84B |
| DDOGDatadog, Inc. | $257.75 | 515.5x | 21.2x | 0.00% | 4.70% | $92.55B |
