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Cloudflare Inc

NET · 미국
거래소
미국
국가 / 지역
USA
상장일
2019년 9월 13일
직원 수
5,483
웹사이트
www.cloudflare.com
현재가
$265.61
실시간 · 2026년 7월 27일
베일리 성장 점수
51/100
보통
내재가치 · 3단계 구간 현재가 $265.61 실시간 · 낙관적 상단 위 · 미래 성장 과도 반영

종합 밸류에이션 구간 · 보수적 $80–$110 / 적정 $120–$160 / 낙관적 $180–$230. $265.61 기준, 낙관적 상단 위 · 미래 성장 과도 반영.

보고서 발행 시 $197.56(2026년 5월 17일)

시가총액US$942.75억
매출 (TTM)US$23.29억
EBITDA-US$3628.3만
순이익률-3.72%
ROE-5.88%
선행 PER217.39
PEG2.38
EPS-US$0.26
52주 범위US$158.83 – US$291.00
애널리스트 목표주가US$262.26
애널리스트 평가3.9 / 5

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Cloudflare, Inc. operates as a cloud services provider that delivers a range of services to businesses worldwide. The company provides a cloud-based security solution to secure a range of combination of platforms, including public and private cloud, on-premises, software-as-a-service applications, and Internet of things (IoT) devices; and application security products comprising web application firewall, bot management, distributed denial of service mitigation, API security, SSL/TLS encryption, client-side security, and security center products. It also offers application performance solutions, such as content delivery, load balancing, DNS, smart shield, video stream delivery, web optimization, cloudfare waiting room, and cloudfare data localization suite; SASE platform that combines network services and Zero Trust and workplace security products that provides a cloud-based network and security-as-a-service; network services, including magic WAN, magic transit, magic firewall, cloudflare network interconnect, and spectrum. In addition, the company provides zero trust security services which include cloudflare zero trust network access, secure web gateway, and one client; and remote browser isolation, cloud access security broker, cloud email security, digital experience monitoring, and data loss prevention products. Further, it provides developer-based solutions comprising workers AI, vectorize, AI gateway, cloudflare workers, cloudflare pages, R2 object storage, workers KV, durable objects, D1, hyperdrive, queues, cloudfare stream, cloudfare images, and cloudflare realtime; and consumer offerings, such as 1.1.1.1 DNS and with WARPm and cloudfare registrar that offers secure registration and management of domain names. The company serves customers in technology, healthcare, financial services, consumer and retail, industrial, and non-profit industries, as well as government. The company was incorporated in 2009 and is headquartered in San Francisco, California.

연혁

Cloudflare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California. The company completed its IPO on September 13, 2019. As of the first quarter of 2026 it employed 5,483 people. The grounding file does not provide further dated milestones, mergers, acquisitions, spin-offs, or restructuring events.

업계 내 위치

Cloudflare is a cloud services provider that operates a single global network spanning hundreds of cities across more than 100 countries, offering over 60 cloud services on a unified platform covering network security, zero trust, SASE, application performance, DNS, developer platform, and AI infrastructure. Revenue, derived almost entirely from subscription and support, grew from USD 431.1 million in 2020 to USD 2,167.9 million in 2025; Q1 2026 revenue rose 34% to USD 640 million, dollar-based net retention reached 118%, and customers with annualized revenue over USD 100,000 grew to 4,416. It identifies competitors as on-premises network hardware vendors, point cloud-based solution providers, and traditional public cloud providers, naming peers including Akamai, Zscaler, Palo Alto Networks, and Fastly.

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