Cloudflare Inc (NET)vsNatera Inc (NTRA)
NET
Cloudflare Inc
$268.73
+0.46%
TECHNOLOGY · Cap: $96.38B
NTRA
Natera Inc
$215.31
-3.06%
HEALTHCARE · Cap: $30.37B
Smart Verdict
WallStSmart Research — data-driven comparison
Natera Inc generates 7% more annual revenue ($2.50B vs $2.33B). NET leads profitability with a -3.7% profit margin vs -9.1%. NET earns a higher WallStSmart Score of 35/100 (F).
NET
Hold35
out of 100
Grade: F
NTRA
Avoid31
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-60.1%
Fair Value
$167.77
Current Price
$268.73
$100.96 premium
Intrinsic value data unavailable for NTRA.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.5% year-over-year
Large-cap with strong market position
Revenue surging 38.8% year-over-year
Conservative balance sheet, low leverage
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 62.2x book value
Trading at 17.3x book value
0.0% earnings growth
Weak financial health signals
ROE of -12.8% — below average capital efficiency
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 : NTRA
The strongest argument for NTRA centers on Revenue Growth, Debt/Equity. Revenue growth of 38.8% demonstrates continued momentum.
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 : NTRA
The primary concerns for NTRA are Price/Book, EPS Growth, Piotroski F-Score.
Key Dynamics to Monitor
NET carries more volatility with a beta of 1.67 — expect wider price swings.
NTRA is growing revenue faster at 38.8% — sustainability is the question.
NET generates stronger free cash flow (84M), providing more financial flexibility.
Monitor SOFTWARE - INFRASTRUCTURE industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NET scores higher overall (35/100 vs 31/100) and 33.5% revenue growth. Both earn "Hold" and "Avoid" 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.
Natera Inc
HEALTHCARE · DIAGNOSTICS & RESEARCH · USA
Natera, Inc., a diagnostic company, develops and markets molecular testing services globally. The company is headquartered in San Carlos, California.
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