Fair value (multi-method)
Four independent methods triangulate what NET is worth. The headline is the Forward-DCF intrinsic value at a normalized growth rate; the margin of safety compares it to the current price.
Estimated fair value (Forward DCF)
—
Valuation methods
Each method’s implied fair value per share and its upside versus the current price. Missing methods (no analyst coverage, negative earnings, etc.) are shown as “—”.
| Method | Fair value | Upside vs price |
|---|---|---|
| Forward DCF | — | — |
| Exit multiple | — | — |
| Analyst target | $226.87 | -9.29% |
| Graham number | — | — |
- Forward DCF—
- Exit multiple—
- Analyst target$226.87
- Graham number—
Stock price
$250.11
FCF / share (TTM)
$0.24
3Y FCF CAGR
61.2%
Fair value @ hist. growth
$109.87
This analysis is for informational purposes only and is not financial advice. Scenario prices and DCF-style figures depend on your assumptions and data from public filings and estimates. They are not forecasts of future returns.
Implied FCF growth
75.7%
per year over your projection horizon
Margin of safety -127.6% vs hist-growth DCF
Historical 3Y CAGR
61.2%
Your model implies
75.7%
Analyst consensus is EPS-only — no comparable FCF / share estimate to show on this basis.
Model inputs
Move sliders to test how the reverse DCF reacts. Historical-growth markers show where the company has actually grown over the last cycle.
Undiscounted FCF per share over 10 years at 61% annual growth.
Sensitivity — implied growth vs your assumptions
Each cell shows the per-share growth rate the market would need to justify the current price at that combination of discount rate (rows) and terminal growth (columns). Your selected inputs are highlighted.
| Row axis: discount rate. Column axis: terminal growth.Terminal g →↓ Discount | 1.5% | 2.0% | 2.5% | 3.0% | 3.5% |
|---|---|---|---|---|---|
| 10.9% | 71.3% | 70.5% | 69.6% | 68.7% | 67.7% |
| 11.9% | 74.3% | 73.5% | 72.7% | 71.9% | 71.0% |
| 12.9% | 77.2% | 76.4% | 75.7% | 74.9% | 74.1% |
| 13.9% | 79.9% | 79.3% | 78.6% | 77.9% | 77.1% |
| 14.9% | 82.6% | 82.0% | 81.4% | 80.7% | 80.0% |
Historical multiples
Each bar is the trailing five-year range (low left, high right). Filled portion runs from low to today; the dot marks today; the small tick marks the five-year median. Low, median, and high are listed under each bar.
Net debt
$2.8B
Total debt − cash
Beta
1.67
Vs market benchmark
Frequently asked questions
Cloudflare (NET) Key Financials
Charts, filings, and peer comparison for every metric
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