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Employees: 618
Size Clearfield (CLFD) is a United States Information Technology company (Telecommunications Equipment) with a market value of $389M, the 2882nd largest of 3,117 United States companies the cockpit tracks. Shares closed at $28.63 on 6 Nov 2026.
Performance Over six months the shares fell 28.5%, against -27.5% for the median peer and -1.1% for the United States market (cap-weighted) — 10th lowest of 21 in its peer set.
Growth Revenue fell 27.4% over the last twelve months (peer median -0.3%); the operating margin is 2.3% (peer median -1.4%).
Valuation It trades at 48.5× forward earnings against a peer median of 28.2× (most expensive of 6).
Price implies For today's price to make sense, revenue must grow about 43% a year for seven years (Req g). Recent delivered growth is +10%, so the hurdle is +33 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 13.4 points below its cost of capital (14.9% WACC).
Short interest Short interest is 9.6% of the free float (15 Oct 2026).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $130M | $150M | $126M | $269M | $271M |
| Revenue growth | — | +20% | -53% | -1% | — |
| Gross profit | $49.4M | $50.5M | $25.8M | $85.3M | $113M |
| EBITDA | $8.11M | $8.24M | -$13.3M | $43.3M | $68.8M |
| Net income | -$6.88M | -$8.05M | -$12.5M | $32.5M | $49.4M |
| Free cash flow | $17.6M | $24.7M | $14.2M | $11.6M | -$8.15M |
| Capital expenditure | $2.44M | $4.74M | $7.99M | $8.38M | $9.15M |
| Total debt | $10.3M | $8.76M | $11.3M | $22.8M | $36.9M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | CLFD | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -13.6% | -17.3% | 7th highest of 21 |
| 6-month return | -28.5% | -27.5% | 10th lowest of 21 |
| Distance from 52-week high | -45.7% | -49.6% | 8th highest of 21 |
| Revenue growth (TTM) | -27.4% | -0.3% | 3rd lowest of 21 |
| Operating margin | 2.3% | -1.4% | 10th highest of 21 |
| Forward P/E | 48.5× | 28.2× | most expensive of 6 |
| Growth the price implies (Req g, 7 yrs) | 42.9% | 19.6% | 3rd most demanding of 9 |
| Growth delivered (Del g) | +10.0% | -5.4% | 2nd highest of 9 |
| Hurdle (Req g minus delivered) | +32.9 pp | +19.0 pp | 4th most demanding of 9 |
| ROIC minus cost of capital | -13.4 pp | -10.4 pp | 6th lowest of 21 |
| EV / EBITDA | 36.7× | 13.8× | 2nd most expensive of 5 |
| Net debt / EBITDA | -11.2× | -6.6× | 3rd least indebted of 9 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Clearfield CLFD | United States | $389M | -28% | -27% | 2% | 48.5× | 42.9% | +10.0% |
| Nanjing Huamai Technology 603042.SS | China | $389M | -21% | +7% | 10% | n/a | 10.2% | -6.7% |
| Hillstone Networks 688030.SS | China | $386M | -14% | -8% | -16% | 23.8× | n/a | n/a |
| IDT International 0167.HK | Hong Kong | $401M | +4% | +2,165% | 4% | n/a | n/a | n/a |
| Joyware Electronics 300270.SZ | China | $376M | -38% | +66% | -7% | n/a | 10.1% | -4.2% |
| Shenzhen Genvict Technologies 002869.SZ | China | $404M | -27% | -26% | -39% | n/a | n/a | n/a |
| Satrec Initiative 099320.KS | South Korea | $405M | -70% | +18% | 5% | 34.2× | n/a | n/a |
| Chengdu KSW Technologies 688283.SS | China | $411M | -45% | -4% | 3% | 45.0× | n/a | n/a |
| QPS 464A.T | Japan | $417M | -53% | +91% | 3% | 28.2× | n/a | n/a |
| Toa 6809.T | Japan | $362M | -5% | +12% | 10% | n/a | -10.6% | +6.4% |
| AVIT 300264.SZ | China | $361M | -40% | -63% | -68% | n/a | n/a | n/a |
| Shenzhen Tvt Digital Technology 002835.SZ | China | $422M | -17% | +18% | 10% | n/a | n/a | n/a |
| Hangzhou CNCR-IT 300250.SZ | China | $423M | -30% | +1% | -2% | n/a | 49.9% | -10.0% |
| Zhuhai Raysharp Technology 301042.SZ | China | $357M | -68% | -1% | 6% | n/a | n/a | n/a |
| Ningbo Bird 600130.SS | China | $428M | -16% | +26% | -1% | n/a | n/a | n/a |
| Beijing Hanbang Technology 300449.SZ | China | $353M | -19% | -11% | -40% | n/a | 29.0% | -17.4% |
| Hangzhou Prevail Optoelectronic Equipment 300710.SZ | China | $352M | -28% | -15% | -19% | n/a | 58.6% | -12.0% |
| Comba Telecom Systems 2342.HK | Hong Kong | $352M | -44% | +4% | 5% | n/a | -7.5% | -2.0% |
| Fullink Technology 301067.SZ | China | $352M | -26% | -26% | -15% | n/a | n/a | n/a |
| GemTek Technology 4906.TW | Taiwan | $433M | -10% | -36% | -2% | n/a | n/a | n/a |
| 3onedata 688618.SS | China | $349M | -41% | -9% | -4% | 7.4× | 32.4% | +11.3% |