Cloudflare Inc (NET)vsNVIDIA Corporation (NVDA)
NET
Cloudflare Inc
$203.02
-3.38%
TECHNOLOGY · Cap: $71.46B
NVDA
NVIDIA Corporation
$167.52
-2.17%
TECHNOLOGY · Cap: $4.07T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 9861% more annual revenue ($215.94B vs $2.17B). NVDA leads profitability with a 55.6% profit margin vs -4.7%. NVDA appears more attractively valued with a PEG of 0.71. NVDA earns a higher WallStSmart Score of 79/100 (B+).
NET
Hold35
out of 100
Grade: F
NVDA
Strong Buy79
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NET.
Margin of Safety
+27.1%
Fair Value
$229.79
Current Price
$167.52
$62.27 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Mega-cap, among the largest globally
Every $100 of equity generates 102 in profit
Keeps 56 of every $100 in revenue as profit
Strong operational efficiency at 65.0%
Revenue surging 73.2% year-over-year
Earnings expanding 95.6% YoY
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Trading at 48.9x book value
ROE of -8.2% — below average capital efficiency
Premium valuation, high expectations priced in
Weak financial health signals
Trading at 25.9x book value
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 : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 55.6% and operating margin at 65.0%. Revenue growth of 73.2% demonstrates continued momentum.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Piotroski F-Score, Price/Book.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while NVDA is a growth play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.38 — expect wider price swings.
NVDA is growing revenue faster at 73.2% — sustainability is the question.
NVDA generates stronger free cash flow (34.9B), providing more financial flexibility.
Bottom Line
NVDA scores higher overall (79/100 vs 35/100), backed by strong 55.6% margins and 73.2% revenue growth. Both earn "Strong 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.
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.
NVIDIA Corporation
TECHNOLOGY · SEMICONDUCTORS · USA
Nvidia Corporation is an American multinational technology company incorporated in Delaware and based in Santa Clara, California. It designs graphics processing units (GPUs) for the gaming and professional markets, as well as system on a chip units (SoCs) for the mobile computing and automotive market.
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