- Cloudflare is a leading content delivery network (CDN) which has achieved high revenue growth of over 52% in the past year.
- The company has strong tailwinds from Zero Trust Security industry which is forecasted to grow at a 17.4% CAGR until 2026.
- The stock price has pulled back by 59% since November and plans to announce earnings for Q12022 on May 5th 2021.
- The stock is overvalued intrinsically, but trading at one of the lowest forward price to sales ratios historically.
For further details see:
Cloudflare: High Revenue Growth With Cybersecurity Tailwinds