Cloudflare Inc (NET)vsPhilip Morris International Inc (PM)
NET
Cloudflare Inc
$268.73
+0.46%
TECHNOLOGY · Cap: $96.38B
PM
Philip Morris International Inc
$178.29
+1.95%
CONSUMER DEFENSIVE · Cap: $270.66B
Smart Verdict
WallStSmart Research — data-driven comparison
Philip Morris International Inc generates 1682% more annual revenue ($41.49B vs $2.33B). PM leads profitability with a 26.7% profit margin vs -3.7%. NET appears more attractively valued with a PEG of 2.38. PM earns a higher WallStSmart Score of 52/100 (C-).
NET
Hold35
out of 100
Grade: F
PM
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.1%
Fair Value
$167.77
Current Price
$268.73
$100.96 premium
Margin of Safety
-62.3%
Fair Value
$109.96
Current Price
$178.29
$68.33 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
Strong operational efficiency at 36.0%
Conservative balance sheet, low leverage
Keeps 27 of every $100 in revenue as profit
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 62.2x book value
Expensive relative to growth rate
ROE of 0.0% — below average capital efficiency
Earnings declined 9.3%
Negative free cash flow — burning cash
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 : PM
The strongest argument for PM centers on Market Cap, Operating Margin, Debt/Equity. Profitability is solid with margins at 26.7% and operating margin at 36.0%.
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 : PM
The primary concerns for PM are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while PM is a mature play — different risk/reward profiles.
NET carries more volatility with a beta of 1.67 — expect wider price swings.
NET is growing revenue faster at 33.5% — sustainability is the question.
NET generates stronger free cash flow (84M), providing more financial flexibility.
Bottom Line
PM scores higher overall (52/100 vs 35/100), backed by strong 26.7% 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.
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.
Philip Morris International Inc
CONSUMER DEFENSIVE · TOBACCO · USA
Philip Morris International Inc. (PMI) is a Swiss-American multinational cigarette and tobacco manufacturing company, with products sold in over 180 countries. The most recognized and best selling product of the company is Marlboro.
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