Screener / SEC EDGAR /CIK 0001477333 /10-K filed Feb 26, 2026, compared with Feb 20, 2025 /Numbers from the XBRL of the 10-Ks

NYSE Technology · Software

Cloudflare, Inc. NET

New risk paragraphs 20 Not in last year's 10-K Accounting checks 0 worth reading about, of 10 checks Insider buys 0 open-market, last 90 days Filings 5 in the last 30 days

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How fast would free cash flow have to grow for the price to make sense?

Reverse DCF: a calculator, not a valuation · your assumptions

Type a share price to see what it implies.

NET's free cash flow, last 5 yearsn/a

Revenue, last 5 years+38.1% a year

Free cash flow, longest history (9 years)n/a

Past growth is from the 10-Ks (see the Financials tab). It is there to compare against, not to predict. Tickdelta does not estimate what NET is worth.

Implied growth for other assumptions

The numbers and your assumptions

What goes in · change any of them

From the filings and the price source

Share price No licensed price source is set up. Type the price you see at your broker. Free cash flow, last 12 months ($) Cash from operations (NetCashProvidedByUsedInOperatingActivities, 10-K 0001477333-26-000016) minus capital spending (PaymentsToAcquirePropertyPlantAndEquipment, 10-K 0001477333-26-000016); TTM to Sep 30, 2026 Shares outstanding WeightedAverageNumberOfDilutedSharesOutstanding (quarter) Sep 30, 2026 Debt minus cash ($) Debt (not reported) minus cash (CashAndCashEquivalentsAtCarryingValue Sep 30, 2026, 10-Q 0001477333-26-000061)

Your assumptions

Discount rate (%) The yearly return you want. 10% is a round starting point, not our estimate. Growth after that, forever (%) Usually near long-run inflation. Must be below the discount rate. Years of faster growth How long the faster growth lasts before the forever rate takes over.

Model: free cash flow grows at the implied rate for the chosen years, then at the forever rate. Each year is discounted at your rate, and debt minus cash is subtracted. Change any number above and everything recalculates. Not advice.

Sources

Free cash flow, share count and net debt from the latest 10-K's XBRL; the price from the price source, or the one you type.

Also

Financials: free cash flow year by year.

Work with it

Excel workbook · CSV. Google Sheet that stays up to date: paste =IMPORTDATA("https://tickdelta.com/company/NET/export.csv") into a cell.

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