Agilent Technologies Inc (A)vsCloudflare Inc (NET)
A
Agilent Technologies Inc
$111.30
-3.11%
HEALTHCARE · Cap: $31.45B
NET
Cloudflare Inc
$204.97
-3.30%
TECHNOLOGY · Cap: $72.43B
Smart Verdict
WallStSmart Research — data-driven comparison
Agilent Technologies Inc generates 226% more annual revenue ($7.07B vs $2.17B). A leads profitability with a 18.3% profit margin vs -4.7%. A appears more attractively valued with a PEG of 1.20. A earns a higher WallStSmart Score of 61/100 (C+).
A
Buy61
out of 100
Grade: C+
NET
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-46.5%
Fair Value
$87.97
Current Price
$111.30
$23.33 premium
Margin of Safety
-14.8%
Fair Value
$164.92
Current Price
$204.97
$40.05 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 20 in profit
Strong operational efficiency at 22.9%
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Areas to Watch
Grey zone — moderate risk
Weak financial health signals
Earnings declined 3.6%
Expensive relative to growth rate
0.0% earnings growth
Trading at 49.4x book value
ROE of -8.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : A
The strongest argument for A centers on Return on Equity, Operating Margin. Profitability is solid with margins at 18.3% and operating margin at 22.9%. PEG of 1.20 suggests the stock is reasonably priced for its growth.
Bull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.6% demonstrates continued momentum.
Bear Case : A
The primary concerns for A are Altman Z-Score, Piotroski F-Score, EPS Growth.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Key Dynamics to Monitor
A profiles as a mature stock while NET is a hypergrowth play — different risk/reward profiles.
NET carries more volatility with a beta of 1.88 — expect wider price swings.
NET is growing revenue faster at 33.6% — sustainability is the question.
A generates stronger free cash flow (175M), providing more financial flexibility.
Bottom Line
A scores higher overall (61/100 vs 35/100), backed by strong 18.3% margins. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Agilent Technologies Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Agilent Technologies, Inc. is an American analytical instrumentation development and manufacturing company that offers its products and services to markets worldwide. Its global headquarters is located in Santa Clara, California.
Cloudflare Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
CloudFlare, Inc. operates a cloud platform that offers a range of network services to companies around the world. The company is headquartered in San Francisco, California.
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