Cloudflare Inc (NET)vsNatera Inc (NTRA)
NET
Cloudflare Inc
$204.97
-3.30%
TECHNOLOGY · Cap: $72.43B
NTRA
Natera Inc
$206.16
+5.86%
HEALTHCARE · Cap: $27.81B
Smart Verdict
WallStSmart Research — data-driven comparison
Natera Inc generates 6% more annual revenue ($2.31B vs $2.17B). NET leads profitability with a -4.7% profit margin vs -9.0%. NET earns a higher WallStSmart Score of 35/100 (F).
NET
Hold35
out of 100
Grade: F
NTRA
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.8%
Fair Value
$164.92
Current Price
$204.97
$40.05 premium
Intrinsic value data unavailable for NTRA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Revenue surging 39.8% year-over-year
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Trading at 49.4x book value
ROE of -8.2% — below average capital efficiency
Trading at 16.8x book value
0.0% earnings growth
ROE of -14.3% — below average capital efficiency
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.6% demonstrates continued momentum.
Bull Case : NTRA
The strongest argument for NTRA centers on Revenue Growth. Revenue growth of 39.8% demonstrates continued momentum.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Bear Case : NTRA
The primary concerns for NTRA are Price/Book, EPS Growth, Return on Equity.
Key Dynamics to Monitor
NET carries more volatility with a beta of 1.88 — expect wider price swings.
NTRA is growing revenue faster at 39.8% — sustainability is the question.
NET generates stronger free cash flow (156M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NET scores higher overall (35/100 vs 31/100) and 33.6% revenue growth. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
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.
Natera Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Natera, Inc., a diagnostic company, develops and markets molecular testing services globally. The company is headquartered in San Carlos, California.
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