Cloudflare Inc (NET)vsSynopsys Inc (SNPS)
NET
Cloudflare Inc
$280.70
-9.54%
TECHNOLOGY · Cap: $105.51B
SNPS
Synopsys Inc
$467.61
-4.61%
TECHNOLOGY · Cap: $87.11B
Smart Verdict
WallStSmart Research — data-driven comparison
Synopsys Inc generates 275% more annual revenue ($9.42B vs $2.51B). SNPS leads profitability with a 11.4% profit margin vs -8.2%. SNPS appears more attractively valued with a PEG of 2.19. SNPS earns a higher WallStSmart Score of 59/100 (C).
NET
Hold35
out of 100
Grade: F
SNPS
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-66.9%
Fair Value
$184.12
Current Price
$280.70
$96.58 premium
Intrinsic value data unavailable for SNPS.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Large-cap with strong market position
Revenue surging 42.4% year-over-year
Earnings expanding 89.3% YoY
Large-cap with strong market position
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 61.7x book value
Expensive relative to growth rate
ROE of 3.5% — below average capital efficiency
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 35.9% demonstrates continued momentum.
Bull Case : SNPS
The strongest argument for SNPS centers on Revenue Growth, EPS Growth, Market Cap. Revenue growth of 42.4% demonstrates continued momentum.
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.
Bear Case : SNPS
The primary concerns for SNPS are PEG Ratio, Return on Equity, Piotroski F-Score. A P/E of 80.3x leaves little room for execution misses.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while SNPS is a growth play — different risk/reward profiles.
NET carries more volatility with a beta of 1.65 — expect wider price swings.
SNPS is growing revenue faster at 42.4% — sustainability is the question.
SNPS generates stronger free cash flow (746M), providing more financial flexibility.
Bottom Line
SNPS scores higher overall (59/100 vs 35/100) and 42.4% revenue growth. 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.
Synopsys Inc
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Synopsys is an American electronic design automation company that focuses on silicon design and verification, silicon intellectual property and software security and quality. Products include logic synthesis, behavioral synthesis, place and route, static timing analysis, formal verification, hardware description language (SystemC, SystemVerilog/Verilog, VHDL) simulators, and transistor-level circuit simulation.
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