Cloudflare vs Fly.io

Side-by-side comparison of model-estimated upside.

Cloudflare

+17%

est. 2Y upside i

CybersecurityDevOps & Infra

Rank

#3041

Sector

Cybersecurity, Network Services, Cloud Infrastructure

Est. Liquidity

~1Y

Data Quality

Data: High

Cloudflare is a genuinely exceptional business — 30% revenue growth, a dominant global network with strong moat characteristics, and real AI infrastructure tailwinds — but at $76.9B (~35.5x trailing revenue), the stock is priced for near-perfection after a ~90% run.

Last updated: May 5, 2026

Fly.io

-12%

est. 2Y upside i

DevOps & InfraSeries C

Rank

#3988

Sector

Developer Tools

Est. Liquidity

~3Y

Data Quality

Data: Medium

Fly.io is a profitable, fast-growing company (~$11M revenue, +47% YoY) in the large cloud infrastructure market, differentiating with its edge computing focus.

Last updated: March 10, 2026

Note: These companies have different risk levels. Cloudflare (Moderate Risk) and Fly.io (Higher Risk). A higher expected upside in a higher-risk company comes with greater uncertainty. Compare within the same risk tier for more meaningful evaluation.

Upside Comparison

Expected Upside

Cloudflare

+17%

Fly.io

-12%

Disclaimer: These rankings are AI-generated estimates and do not constitute financial or career advice. Always conduct your own due diligence.