Cloudflare, Inc.
Foreign stocks · NYSE · Technology · Networking and internet security
Provides a content delivery network (CDN), cyberattack protection and edge computing, with revenue from subscriptions paid by websites and organisations
Investors in Thailand can buy NET through 20 mutual funds open to retail investors. Most of them (20 funds) don't buy the stock themselves. Instead they invest in a master fund abroad, which in turn holds NET.
| Fund | NET weight | How it invests | 1-year return |
|---|---|---|---|
 SCBRMUSA(A)SCB US Active Equity RMF | 9.60% | Via Morgan Stanley Investment Funds - US Growth Fund | −15.91% |
| SCBUSA(E) |
The many funds holding less than 3% are usually index funds holding at market weight · Funds holding more than 8% have deliberately chosen a large position
| Master fund | Thai funds using this route | Master fund's NET weight |
|---|---|---|
| Baillie Gifford Worldwide Long Term Global Growth Fund | 5 | 6.50% |
| Morgan Stanley Investment Funds - US Growth Fund | 2 | 9.60% |
| Allianz Cyber Security | 2 | 7.29% |
| First Trust Nasdaq® Cybersecurity UCITS ETF | 2 | 4.48% |
| 9.42% |
| Via Morgan Stanley Investment Funds - US Growth Fund |
| −14.13% |
 KFCYBER-AKrungsri Cyber Security Fund | 7.29% | Via Allianz Cyber Security | +12.88% |
| KFGGSSFKrungsri Global Growth SSF | 6.50% | Via Baillie Gifford Worldwide Long Term Global Growth Fund | −26.49% |
| KFGGRMFKrungsri Global Growth RMF | 6.49% | Via Baillie Gifford Worldwide Long Term Global Growth Fund | −26.52% |
| KFGG-AKrungsri Global Growth Fund | 6.46% | Via Baillie Gifford Worldwide Long Term Global Growth Fund | −26.45% |
 DAOL-CYBERSECUREDAOL CYBER SECURITY FUND | 6.41% | Via Allianz Cyber Security | +14.96% |
 ONE-UGG-ASSFONE Ultimate Global Growth Fund | 6.33% | Via Baillie Gifford Worldwide Long Term Global Growth Fund | −26.16% |
| DAOL-WGGDAOL WORLDWIDE GLOBAL GROWTH FUND | 6.25% | Via Baillie Gifford Worldwide Long Term Global Growth Fund | −25.97% |
| ONE-UGERMF-AONE ULTIMATE GLOBAL EQUITY RETIREMENT MUTUAL FUND | 5.72% | Via several master funds (WW LT GB GR-BUSD ACC, Baillie Gifford Long Term Global Growth Inve) | −26.11% |
Yearly average over the last 4 years · Latest annual sales 2.2B USD
For every 100 dollars of sales, about −5 dollars is left as net profit
Per year, relative to the share price · Tech stocks tend to pay little because they reinvest their profits
Now 26.1% below its 1-year high
| Item (USD) | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 |
|---|---|---|---|---|---|
| Total revenue | 656.0M USD | 975.0M USD | 1.3B USD | 1.7B USD | 2.2B USD |
| Gross profit | 509.0M USD | 743.0M USD | 990.0M USD | 1.3B USD | 1.6B USD |
| Operating profit |
| Period | SMA | EMA | Price vs line |
|---|---|---|---|
| 10 days | 300.41 | 292.23 | Below |
| 20 days | 311.95 | 305.83 | Below |
| 50 days | 319.81 | 310.83 | Below |
| 100 days | 294.93 | 294.61 | Below |
| 200 days |
| Indicator | Value | Signal |
|---|---|---|
| RSI(14) | 34.15 | Down |
| MACD(12,26) | −13.80 | Down |
| ADX(14) | 26.17 | Neutral |
| ATR(14) % of price | 3.96 | Neutral |
DAOLINV4
LHFUND4SCBAM2ONEAM2
TISCOASSET2
UOBAM1
BBLAM1| Fund | NET weight | Master fund | 1-year return | TER |
|---|---|---|---|---|
| SCBRMUSA(A) | 9.60% | Morgan Stanley Investment Funds - US Growth Fund | −15.91% | 1.32% |
| SCBUSA(E) | 9.42% | Morgan Stanley Investment Funds - US Growth Fund | −14.13% | 0.10% |
| KFCYBER-A | 7.29% | Allianz Cyber Security | +12.88% | 1.54% |
| KFGGSSF | 6.50% | Baillie Gifford Worldwide Long Term Global Growth Fund | −26.49% | 1.54% |
| KFGGRMF | 6.49% | Baillie Gifford Worldwide Long Term Global Growth Fund | −26.52% | 1.54% |
| KFGG-A | 6.46% | Baillie Gifford Worldwide Long Term Global Growth Fund | −26.45% | 1.53% |
| DAOL-CYBERSECURE | 6.41% | Allianz Cyber Security | +14.96% | 2.04% |
| ONE-UGG-ASSF | 6.33% | Baillie Gifford Worldwide Long Term Global Growth Fund | −26.16% | 1.90% |
| DAOL-WGG | 6.25% | Baillie Gifford Worldwide Long Term Global Growth Fund | −25.97% | 2.08% |
| ONE-UGERMF-A | 5.72% | several master funds (WW LT GB GR-BUSD ACC, Baillie Gifford Long Term Global Growth Inve) | −26.11% | 2.28% |
| DAOL-USEQG | 5.27% | Baillie Gifford Worldwide US Equity Growth Fund | −14.81% | 1.99% |
| TCLOUD | 4.83% | CLOU | +9.57% | 1.29% |
| UGSE | 4.49% | Pictet - Security - Class I | +13.94% | 1.92% |
| LHCYBER-A | 4.48% | CIBR | +21.17% | 1.97% |
| LHCYBERRMF | 4.32% | CIBR | N/A | 1.94% |
| LHDIGITAL-A | 4.09% | AXA World Funds - Digital Economy | −7.84% | 2.41% |
| DAOL-GSECURE | 3.62% | CS Investment Funds 2-UBS (Lux) Security Equity Fund | +11.72% | 2.14% |
| TCYBER | 3.58% | several master funds (GLOBAL X CYBERSECURITY, Allianz Cyber Security) | +25.63% | 2.04% |
| LHQTUM-A | 1.84% | QTUM | +9.24% | 1.47% |
| BCAP-XDIGI | 1.79% | several master funds | −4.28% | 1.48% |
| several master funds (WW LT GB GR-BUSD ACC, Baillie Gifford Long Term Global Growth Inve) |
| 1 |
| 5.72% |
| Baillie Gifford Worldwide US Equity Growth Fund | 1 | 5.27% |
| Global X Cloud Computing ETF | 1 | 4.83% |
| Pictet - Security - Class I | 1 | 4.49% |
| AXA World Funds - Digital Economy | 1 | 4.09% |
| CS Investment Funds 2-UBS (Lux) Security Equity Fund | 1 | 3.62% |
| several master funds (GLOBAL X CYBERSECURITY, Allianz Cyber Security) | 1 | 3.58% |
| Defiance Quantum ETF | 1 | 1.84% |
| several master funds | 1 | 1.79% |
| −128.0M USD |
| −201.0M USD |
| −185.0M USD |
| −155.0M USD |
| −207.0M USD |
| Net profit | −260.0M USD | −193.0M USD | −184.0M USD | −79.0M USD | −102.0M USD |
| EPS (diluted) | −0.83 | −0.59 | −0.55 | −0.23 | −0.29 |
| Gross margin | 77.6% | 76.2% | 76.3% | 77.3% | 74.5% |
| Operating margin | −19.5% | −20.6% | −14.3% | −9.3% | −9.5% |
| Net margin | −39.6% | −19.8% | −14.2% | −4.7% | −4.7% |
| Operating cash flow | 65.0M USD | 124.0M USD | 254.0M USD | 380.0M USD | 603.0M USD |
| Free cash flow | −28.0M USD | −20.0M USD | 140.0M USD | 195.0M USD | 287.0M USD |
| Total assets | 2.4B USD | 2.6B USD | 2.8B USD | 3.3B USD | 6.0B USD |
| Total liabilities | 1.6B USD | 2.0B USD | 2.0B USD | 2.3B USD | 4.6B USD |
| Shareholders' equity | 816.0M USD | 624.0M USD | 763.0M USD | 1.0B USD | 1.5B USD |
| 249.39 |
| 264.83 |
| Above |
