Cloudflare Inc (NET)vsExxon Mobil Corp (XOM)
NET
Cloudflare Inc
$204.97
-3.30%
TECHNOLOGY · Cap: $72.88B
XOM
Exxon Mobil Corp
$154.67
-0.22%
ENERGY · Cap: $618.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Exxon Mobil Corp generates 14841% more annual revenue ($323.90B vs $2.17B). XOM leads profitability with a 8.9% profit margin vs -4.7%. XOM appears more attractively valued with a PEG of 1.37. XOM earns a higher WallStSmart Score of 50/100 (C-).
NET
Hold35
out of 100
Grade: F
XOM
Buy50
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
-46.7%
Fair Value
$105.46
Current Price
$154.67
$49.21 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.6% year-over-year
Large-cap with strong market position
Mega-cap, among the largest globally
Safe zone — low bankruptcy risk
Conservative balance sheet, low leverage
Reasonable price relative to book value
Generating 5.2B 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
Weak financial health signals
Revenue declined 1.3%
Earnings declined 11.0%
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 : XOM
The strongest argument for XOM centers on Market Cap, Altman Z-Score, Debt/Equity. PEG of 1.37 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 : XOM
The primary concerns for XOM are Piotroski F-Score, Revenue Growth, EPS Growth.
Key Dynamics to Monitor
NET profiles as a hypergrowth stock while XOM is a value 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.
XOM generates stronger free cash flow (5.2B), providing more financial flexibility.
Bottom Line
XOM scores higher overall (50/100 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.
Exxon Mobil Corp
ENERGY · OIL & GAS INTEGRATED · USA
Exxon Mobil Corporation, stylized as ExxonMobil, is an American multinational oil and gas corporation headquartered in Irving, Texas. It is the largest direct descendant of John D. Rockefeller's Standard Oil, and was formed on November 30, 1999 by the merger of Exxon (formerly the Standard Oil Company of New Jersey) and Mobil (formerly the Standard Oil Company of New York). ExxonMobil's primary brands are Exxon, Mobil, Esso, and ExxonMobil Chemical. ExxonMobil is incorporated in New Jersey.
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