Cloudflare Inc - Class A risk profile
46 Elevated one input has moved against it
Measured 21 October 2026 from NET's filed statements. Recomputed nightly.
46 (Elevated), driven by Leverage and coverage at 87, over 6 weighted categories on the SOFTWARE profile.
What is measured
| Mechanism | Reading | Band | Direction | Driver |
|---|---|---|---|---|
| Market expectation | 52 | Elevated | Volatile | One-year price volatility — 65.3% |
| Operating pressure | 29 | Normal | Worsening | Costs outgrowing revenue — +0.3 percentage points |
| Cash conversion | 31 | Normal | Stable | Capital spending against operating cash — 0.52x |
| Leverage and coverage | 87 | Acute | Stable | Net debt to EBITDA |
| Competitive position | 47 | Elevated | Stable | Operating-margin gap against peers — -20.7 percentage points |
| Concentration | 45 | Elevated | Stable | Geographic concentration — 3,443 HHI |
These are descriptive readings of disclosed mechanisms, not investment advice, and not a prediction. A band says where a measured input sits, never what to do about it or what happens next.
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Financials, valuation and price history for Cloudflare Inc - Class A