Cloudflare Inc (NET)vsUber Technologies Inc (UBER)
NET
Cloudflare Inc
$204.97
-3.30%
TECHNOLOGY · Cap: $72.88B
UBER
Uber Technologies Inc
$74.47
+0.49%
TECHNOLOGY · Cap: $153.62B
Smart Verdict
WallStSmart Research — data-driven comparison
Uber Technologies Inc generates 2299% more annual revenue ($52.02B vs $2.17B). UBER leads profitability with a 19.3% profit margin vs -4.7%. NET appears more attractively valued with a PEG of 2.38. UBER earns a higher WallStSmart Score of 56/100 (C).
NET
Hold35
out of 100
Grade: F
UBER
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-14.2%
Fair Value
$165.80
Current Price
$204.97
$39.17 premium
Margin of Safety
+32.2%
Fair Value
$105.28
Current Price
$74.47
$30.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Every $100 of equity generates 40 in profit
Large-cap with strong market position
Attractively priced relative to earnings
Revenue surging 20.1% year-over-year
Generating 2.8B in free cash flow
Areas to Watch
Expensive relative to growth rate
0.0% earnings growth
Trading at 49.4x book value
ROE of -8.2% — below average capital efficiency
Expensive relative to growth rate
Earnings declined 95.6%
Distress zone — elevated risk
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 : UBER
The strongest argument for UBER centers on Return on Equity, Market Cap, P/E Ratio. Profitability is solid with margins at 19.3% and operating margin at 12.3%. Revenue growth of 20.1% demonstrates continued momentum.
Bear Case : NET
The primary concerns for NET are PEG Ratio, EPS Growth, Price/Book.
Bear Case : UBER
The primary concerns for UBER are PEG Ratio, EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while UBER is a growth play — different risk/reward profiles.
NET carries more volatility with a beta of 1.88 — expect wider price swings.
NET is growing revenue faster at 33.6% — sustainability is the question.
UBER generates stronger free cash flow (2.8B), providing more financial flexibility.
Bottom Line
UBER scores higher overall (56/100 vs 35/100), backed by strong 19.3% margins and 20.1% 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.
Uber Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Uber Technologies, Inc., commonly known as Uber, is an American technology company. Its services include ride-hailing, food delivery (Uber Eats), package delivery, couriers, freight transportation, and, through a partnership with Lime, electric bicycle and motorized scooter rental. The company is based in San Francisco, California.
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