Cloudflare Inc (NET)vsSony Group Corp (SONY)
NET
Cloudflare Inc
$283.22
+4.75%
TECHNOLOGY · Cap: $95.47B
SONY
Sony Group Corp
$23.27
+2.47%
TECHNOLOGY · Cap: $124.03B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 535827% more annual revenue ($12.48T vs $2.33B). SONY leads profitability with a -2.6% profit margin vs -3.7%. SONY appears more attractively valued with a PEG of 1.94. SONY earns a higher WallStSmart Score of 47/100 (D+).
NET
Hold35
out of 100
Grade: F
SONY
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-56.1%
Fair Value
$167.92
Current Price
$283.22
$115.30 premium
Intrinsic value data unavailable for SONY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.5% year-over-year
Large-cap with strong market position
Generating 379.7B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 65.6x book value
Expensive relative to growth rate
ROE of -4.2% — below average capital efficiency
Earnings declined 57.4%
Currently unprofitable
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 : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity.
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 : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while SONY is a turnaround 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.
SONY generates stronger free cash flow (379.7B), providing more financial flexibility.
Bottom Line
SONY scores higher overall (47/100 vs 35/100). Both earn "Hold" 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.
Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
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