Apple Inc. (AAPL)vsCloudflare Inc (NET)
AAPL
Apple Inc.
$332.27
+1.75%
TECHNOLOGY · Cap: $4.85T
NET
Cloudflare Inc
$306.53
-1.49%
TECHNOLOGY · Cap: $109.15B
Smart Verdict
WallStSmart Research — data-driven comparison
Apple Inc. generates 18481% more annual revenue ($466.82B vs $2.51B). AAPL leads profitability with a 27.6% profit margin vs -8.2%. NET appears more attractively valued with a PEG of 2.38. AAPL earns a higher WallStSmart Score of 67/100 (B-).
AAPL
Strong Buy67
out of 100
Grade: B-
NET
Hold35
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for AAPL.
Margin of Safety
-68.2%
Fair Value
$182.29
Current Price
$306.53
$124.24 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Mega-cap, among the largest globally
Every $100 of equity generates 120 in profit
Strong operational efficiency at 32.6%
Generating 31.9B in free cash flow
Keeps 28 of every $100 in revenue as profit
16.4% revenue growth
Revenue surging 35.9% year-over-year
Large-cap with strong market position
Areas to Watch
Expensive relative to growth rate
Premium valuation, high expectations priced in
Trading at 45.1x book value
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 67.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : AAPL
The strongest argument for AAPL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 27.6% and operating margin at 32.6%. Revenue growth of 16.4% demonstrates continued momentum.
Bull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 35.9% demonstrates continued momentum.
Bear Case : AAPL
The primary concerns for AAPL are PEG Ratio, P/E Ratio, Price/Book.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Piotroski F-Score. Debt-to-equity of 2.18 is elevated, increasing financial risk.
Key Dynamics to Monitor
AAPL profiles as a growth stock while NET is a hypergrowth play — different risk/reward profiles.
NET carries more volatility with a beta of 1.66 — expect wider price swings.
NET is growing revenue faster at 35.9% — sustainability is the question.
AAPL generates stronger free cash flow (31.9B), providing more financial flexibility.
Bottom Line
AAPL scores higher overall (67/100 vs 35/100), backed by strong 27.6% margins and 16.4% 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.
Apple Inc.
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Apple Inc. is an American multinational technology company that specializes in consumer electronics, computer software, and online services. Apple is the world's largest technology company by revenue (totalling $274.5 billion in 2020) and, since January 2021, the world's most valuable company. As of 2021, Apple is the world's fourth-largest PC vendor by unit sales, and fourth-largest smartphone manufacturer. It is one of the Big Five American information technology companies, along with Amazon, Google, Microsoft, and Facebook.
Visit Website →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.
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