Cloudflare Inc (NET)vsTurtle Beach Corporation (TBCH)
NET
Cloudflare Inc
$203.02
-3.38%
TECHNOLOGY · Cap: $71.46B
TBCH
Turtle Beach Corporation
$10.23
-8.42%
TECHNOLOGY · Cap: $200.51M
Smart Verdict
WallStSmart Research — data-driven comparison
Cloudflare Inc generates 578% more annual revenue ($2.17B vs $319.91M). TBCH leads profitability with a 4.9% profit margin vs -4.7%. TBCH appears more attractively valued with a PEG of 0.80. TBCH earns a higher WallStSmart Score of 55/100 (C).
NET
Hold35
out of 100
Grade: F
TBCH
Buy55
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for NET.
Margin of Safety
-121.8%
Fair Value
$5.24
Current Price
$10.23
$4.99 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Attractively priced relative to earnings
Reasonable price relative to book value
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Trading at 48.9x book value
ROE of -8.2% — below average capital efficiency
Smaller company, higher risk/reward
4.9% margin — thin
Weak financial health signals
Revenue declined 18.7%
Comparative Analysis Report
WallStSmart ResearchBull Case : NET
The strongest argument for NET centers on Revenue Growth, Market Cap. Revenue growth of 33.6% demonstrates continued momentum.
Bull Case : TBCH
The strongest argument for TBCH centers on PEG Ratio, P/E Ratio, Price/Book. PEG of 0.80 suggests the stock is reasonably priced for its growth.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Bear Case : TBCH
The primary concerns for TBCH are Market Cap, Profit Margin, Piotroski F-Score. Thin 4.9% margins leave little buffer for downturns.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while TBCH is a value play — different risk/reward profiles.
TBCH carries more volatility with a beta of 2.27 — expect wider price swings.
NET is growing revenue faster at 33.6% — sustainability is the question.
NET generates stronger free cash flow (156M), providing more financial flexibility.
Bottom Line
TBCH scores higher overall (55/100 vs 35/100). 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.
Turtle Beach Corporation
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Turtle Beach Corporation is an audio technology company in North America, Europe, the Middle East, and the Asia Pacific. The company is headquartered in White Plains, New York.
Visit Website →Compare with Other SOFTWARE - INFRASTRUCTURE Stocks
Want to dig deeper into these stocks?