Fastly (FSLY) Competitors

$8.54
+0.23 (+2.77%)
(As of 05/9/2024 ET)

FSLY vs. OPRA, PDFS, ENFN, BASE, TUYA, DCBO, EVBG, MOMO, VTEX, and GDYN

Should you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Opera (OPRA), PDF Solutions (PDFS), Enfusion (ENFN), Couchbase (BASE), Tuya (TUYA), Docebo (DCBO), Everbridge (EVBG), Hello Group (MOMO), VTEX (VTEX), and Grid Dynamics (GDYN). These companies are all part of the "prepackaged software" industry.

Fastly vs.

Fastly (NYSE:FSLY) and Opera (NASDAQ:OPRA) are both small-cap computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their risk, analyst recommendations, dividends, institutional ownership, earnings, media sentiment, valuation, community ranking and profitability.

In the previous week, Opera had 12 more articles in the media than Fastly. MarketBeat recorded 29 mentions for Opera and 17 mentions for Fastly. Opera's average media sentiment score of 0.24 beat Fastly's score of -0.31 indicating that Opera is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
0 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
9 Negative mention(s)
0 Very Negative mention(s)
Neutral
Opera
4 Very Positive mention(s)
4 Positive mention(s)
16 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Neutral

Fastly has a beta of 1.21, meaning that its share price is 21% more volatile than the S&P 500. Comparatively, Opera has a beta of 0.8, meaning that its share price is 20% less volatile than the S&P 500.

Opera has a net margin of 41.00% compared to Fastly's net margin of -25.26%. Opera's return on equity of 19.52% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-25.26% -15.82% -9.82%
Opera 41.00%19.52%17.68%

Fastly presently has a consensus price target of $14.61, suggesting a potential upside of 71.09%. Opera has a consensus price target of $21.17, suggesting a potential upside of 50.44%. Given Fastly's higher possible upside, equities research analysts plainly believe Fastly is more favorable than Opera.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.25
Opera
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00

79.7% of Fastly shares are owned by institutional investors. Comparatively, 10.2% of Opera shares are owned by institutional investors. 6.7% of Fastly shares are owned by insiders. Comparatively, 84.4% of Opera shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock is poised for long-term growth.

Opera has lower revenue, but higher earnings than Fastly. Fastly is trading at a lower price-to-earnings ratio than Opera, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$505.99M2.31-$133.09M-$1.00-8.54
Opera$411.65M3.02$153.30M$1.887.48

Fastly received 15 more outperform votes than Opera when rated by MarketBeat users. However, 58.73% of users gave Opera an outperform vote while only 50.40% of users gave Fastly an outperform vote.

CompanyUnderperformOutperform
FastlyOutperform Votes
126
50.40%
Underperform Votes
124
49.60%
OperaOutperform Votes
111
58.73%
Underperform Votes
78
41.27%

Summary

Opera beats Fastly on 13 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FSLY and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FSLY vs. The Competition

MetricFastlyPrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$1.16B$21.26B$19.84B$17.75B
Dividend YieldN/A2.05%2.75%3.51%
P/E Ratio-8.5188.67267.5924.91
Price / Sales2.309.26537.7910.85
Price / CashN/A67.2328.2815.59
Price / Book1.149.626.815.08
Net Income-$133.09M$368.27M$630.86M$967.52M
7 Day Performance-3.19%0.88%1.32%2.21%
1 Month Performance-39.13%-2.84%-0.85%-0.92%
1 Year Performance-30.87%18.53%30.02%102.55%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OPRA
Opera
4.2401 of 5 stars
$13.76
+0.3%
$21.17
+53.8%
+8.8%$1.22B$396.83M7.32592
PDFS
PDF Solutions
3.9597 of 5 stars
$32.34
+0.1%
$46.00
+42.2%
-16.3%$1.24B$165.84M462.00493News Coverage
ENFN
Enfusion
2.3052 of 5 stars
$9.73
-0.5%
$9.33
-4.1%
+10.5%$1.25B$174.54M121.641,102News Coverage
BASE
Couchbase
2.4351 of 5 stars
$26.03
0.0%
$32.40
+24.5%
+62.2%$1.31B$180.04M-15.31796
TUYA
Tuya
2.6527 of 5 stars
$1.81
-1.6%
$2.70
+49.2%
-15.5%$912.95M$229.99M-16.451,465
DCBO
Docebo
3.7142 of 5 stars
$46.95
+0.6%
$61.40
+30.8%
+22.1%$1.43B$180.84M521.72900
EVBG
Everbridge
3.2587 of 5 stars
$34.77
-0.1%
$29.00
-16.6%
+42.6%$1.44B$448.79M-24.311,593Upcoming Earnings
MOMO
Hello Group
3.6376 of 5 stars
$6.08
-0.8%
$16.00
+163.2%
-26.1%$880.99M$1.69B4.411,382Positive News
VTEX
VTEX
2.2806 of 5 stars
$8.13
+0.6%
$8.44
+3.8%
+87.2%$1.50B$201.52M-116.131,277Earnings Report
News Coverage
GDYN
Grid Dynamics
2.6822 of 5 stars
$10.87
+2.4%
$15.75
+44.9%
+28.1%$825.79M$312.91M362.453,920Insider Selling
Analyst Revision

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This page (NYSE:FSLY) was last updated on 5/9/2024 by MarketBeat.com Staff

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