Cloudflare Inc (NET)vsNVIDIA Corporation (NVDA)
NET
Cloudflare Inc
$283.22
+4.75%
TECHNOLOGY · Cap: $95.47B
NVDA
NVIDIA Corporation
$195.04
+2.65%
TECHNOLOGY · Cap: $5.01T
Smart Verdict
WallStSmart Research — data-driven comparison
NVIDIA Corporation generates 10786% more annual revenue ($253.49B vs $2.33B). NVDA leads profitability with a 0.6% profit margin vs -3.7%. NVDA appears more attractively valued with a PEG of 0.58. NVDA earns a higher WallStSmart Score of 80/100 (A-).
NET
Hold35
out of 100
Grade: F
NVDA
Exceptional Buy80
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.1%
Fair Value
$167.92
Current Price
$283.22
$115.30 premium
Margin of Safety
-65.1%
Fair Value
$119.30
Current Price
$195.04
$75.74 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.5% year-over-year
Large-cap with strong market position
Mega-cap, among the largest globally
Every $100 of equity generates 82 in profit
Conservative balance sheet, low leverage
Generating 48.6B in free cash flow
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 65.6x book value
Premium valuation, high expectations priced in
0.9% revenue growth
2.1% earnings growth
0.6% margin — thin
Comparative Analysis Report
WallStSmart ResearchBull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.5% demonstrates continued momentum.
Bull Case : NVDA
The strongest argument for NVDA centers on Market Cap, Return on Equity, Debt/Equity. PEG of 0.58 suggests the stock is reasonably priced for its growth.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Piotroski F-Score. Debt-to-equity of 2.31 is elevated, increasing financial risk.
Bear Case : NVDA
The primary concerns for NVDA are P/E Ratio, Revenue Growth, EPS Growth. Thin 0.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while NVDA is a value play — different risk/reward profiles.
NVDA carries more volatility with a beta of 2.21 — expect wider price swings.
NET is growing revenue faster at 33.5% — sustainability is the question.
NVDA generates stronger free cash flow (48.6B), providing more financial flexibility.
Bottom Line
NVDA scores higher overall (80/100 vs 35/100). Both earn "Exceptional 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.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?