GoPro Inc (GPRO)vsCloudflare Inc (NET)
GPRO
GoPro Inc
$1.38
-1.43%
TECHNOLOGY · Cap: $226.94M
NET
Cloudflare Inc
$306.53
-1.49%
TECHNOLOGY · Cap: $109.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Cloudflare Inc generates 342% more annual revenue ($2.51B vs $568.59M). NET leads profitability with a -8.2% profit margin vs -28.5%. GPRO appears more attractively valued with a PEG of 0.73. GPRO earns a higher WallStSmart Score of 37/100 (F).
GPRO
Hold37
out of 100
Grade: F
NET
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GPRO.
Margin of Safety
-68.2%
Fair Value
$182.29
Current Price
$306.53
$124.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Revenue surging 35.9% year-over-year
Large-cap with strong market position
Areas to Watch
Smaller company, higher risk/reward
Weak financial health signals
ROE of -236.1% — below average capital efficiency
Revenue declined 31.3%
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 67.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : GPRO
The strongest argument for GPRO centers on Debt/Equity, PEG Ratio. PEG of 0.73 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 35.9% demonstrates continued momentum.
Bear Case : GPRO
The primary concerns for GPRO are Market Cap, Piotroski F-Score, Return on Equity.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Piotroski F-Score. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
GPRO profiles as a turnaround stock while NET is a hypergrowth play — different risk/reward profiles.
GPRO carries more volatility with a beta of 2.44 — expect wider price swings.
NET is growing revenue faster at 35.9% — sustainability is the question.
NET generates stronger free cash flow (56M), providing more financial flexibility.
Bottom Line
GPRO scores higher overall (37/100 vs 35/100). Both earn "Hold" 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.
GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, 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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