Cloudflare Inc (NET)vsTexas Instruments Incorporated (TXN)
NET
Cloudflare Inc
$280.70
-9.54%
TECHNOLOGY · Cap: $105.51B
TXN
Texas Instruments Incorporated
$300.84
-3.38%
TECHNOLOGY · Cap: $275.04B
Smart Verdict
WallStSmart Research — data-driven comparison
Texas Instruments Incorporated generates 727% more annual revenue ($20.77B vs $2.51B). TXN leads profitability with a 34.3% profit margin vs -8.2%. TXN appears more attractively valued with a PEG of 0.91. TXN earns a higher WallStSmart Score of 78/100 (B+).
NET
Hold35
out of 100
Grade: F
TXN
Strong Buy78
out of 100
Grade: B+
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 TXN.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 35.9% year-over-year
Large-cap with strong market position
Mega-cap, among the largest globally
Every $100 of equity generates 37 in profit
Keeps 34 of every $100 in revenue as profit
Strong operational efficiency at 47.5%
Earnings expanding 77.0% YoY
Safe zone — low bankruptcy risk
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Weak financial health signals
Trading at 61.7x book value
Premium valuation, high expectations priced in
Trading at 14.3x book value
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 : TXN
The strongest argument for TXN centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 34.3% and operating margin at 47.5%. Revenue growth of 27.7% 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 : TXN
The primary concerns for TXN are P/E Ratio, Price/Book.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while TXN is a growth play — different risk/reward profiles.
NET carries more volatility with a beta of 1.65 — expect wider price swings.
NET is growing revenue faster at 35.9% — sustainability is the question.
TXN generates stronger free cash flow (3.0B), providing more financial flexibility.
Bottom Line
TXN scores higher overall (78/100 vs 35/100), backed by strong 34.3% margins and 27.7% 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.
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.
Texas Instruments Incorporated
TECHNOLOGY · SEMICONDUCTORS · USA
Texas Instruments Incorporated (TI) is an American technology company headquartered in Dallas, Texas, that designs and manufactures semiconductors and various integrated circuits, which it sells to electronics designers and manufacturers globally. It is one of the top 10 semiconductor companies worldwide based on sales volume.
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