Cloudflare reported third-quarter financial results, with the firm's sales coming in at $782.5 million, up 39% year over year. The firm’s adjusted operating margins expanded 300 basis points to 18%. The firm’s remaining performance obligations, or RPO, a forward-looking metric, grew 37%.
Cloudflare has strong tailwinds behind its back as edge computing and inference-on-the-edge become more prevalent.
Cloudflare is in direct competition with well-established, far larger incumbents such as Amazon.com, Microsoft, and Google in the edge computing space.
Metric | NET | AKAM | AMZN |
|---|---|---|---|
Price/Earnings (Normalized) | 1,990.41 | 12.54 | 30.20 |
Price/Book Value | 77.89 | 2.42 | 4.71 |
Price/Sales | 41.22 | 2.97 | 3.65 |
Price/Cash Flow | 148.24 | 7.65 | 14.47 |
Metric | NET | AKAM | AMZN |
|---|---|---|---|
Quick Ratio | 3.66 | 1.98 | 0.82 |
Current Ratio | 3.80 | 2.13 | 0.99 |
Interest Coverage | −31.65 | 12.35 | 38.78 |
Metric | NET | AKAM | AMZN |
|---|---|---|---|
Return on Assets (Normalized) | 7.03% | 7.80% | 10.05% |
Return on Equity (Normalized) | 30.49% | 20.54% | 20.21% |
Return on Invested Capital (Normalized) | 6.43% | 7.84% | 14.24% |
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