Go Pro

Fastly (FSLY) Competitors

Fastly logo
$23.04 -1.60 (-6.49%)
As of 08/28/2026 04:00 PM Eastern

FSLY vs. NET, GDDY, DOCN, APLD, and GDS

Should you buy Fastly stock or one of its competitors? Fastly's main competitors and comparable companies include Cloudflare (NET), GoDaddy (GDDY), DigitalOcean (DOCN), Applied Digital (APLD), and GDS (GDS). Companies are selected based on similarities in market, industry, and size. These companies are all part of the "internet services & infrastructure" industry.

How does Fastly compare to Cloudflare?

Fastly (NASDAQ:FSLY) and Cloudflare (NYSE:NET) are both technology companies, but which is the better business? We will compare the two companies based on the strength of their dividends, profitability, valuation, institutional ownership, risk, earnings, media sentiment and analyst recommendations.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$624.02M5.88-$121.68M-$0.53N/A
Cloudflare$2.17B48.86-$102.27M-$0.58N/A

Fastly has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market. Comparatively, Cloudflare has a beta of 1.65, suggesting that its share price is 65% more volatile than the broader market.

Cloudflare has a net margin of -8.21% compared to Fastly's net margin of -11.80%. Cloudflare's return on equity of -3.88% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-11.80% -6.31% -4.04%
Cloudflare -8.21%-3.88%-0.94%

In the previous week, Cloudflare had 6 more articles in the media than Fastly. MarketBeat recorded 16 mentions for Cloudflare and 10 mentions for Fastly. Fastly's average media sentiment score of 1.05 beat Cloudflare's score of 0.83 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Cloudflare
7 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

79.7% of Fastly shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 4.2% of Fastly shares are held by insiders. Comparatively, 10.7% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

Fastly presently has a consensus target price of $25.33, suggesting a potential upside of 9.95%. Cloudflare has a consensus target price of $320.19, suggesting a potential upside of 6.84%. Given Fastly's higher probable upside, research analysts clearly believe Fastly is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46
Cloudflare
4 Sell rating(s)
7 Hold rating(s)
21 Buy rating(s)
1 Strong Buy rating(s)
2.58

Summary

Cloudflare beats Fastly on 12 of the 16 factors compared between the two stocks.

How does Fastly compare to GoDaddy?

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

GoDaddy has a net margin of 17.83% compared to Fastly's net margin of -11.80%. GoDaddy's return on equity of 660.96% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-11.80% -6.31% -4.04%
GoDaddy 17.83%660.96%11.32%

Fastly currently has a consensus price target of $25.33, suggesting a potential upside of 9.95%. GoDaddy has a consensus price target of $110.07, suggesting a potential upside of 12.59%. Given GoDaddy's higher possible upside, analysts plainly believe GoDaddy is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46
GoDaddy
1 Sell rating(s)
8 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.44

Fastly has a beta of 0.34, suggesting that its stock price is 66% less volatile than the broader market. Comparatively, GoDaddy has a beta of 0.9, suggesting that its stock price is 10% less volatile than the broader market.

In the previous week, GoDaddy had 42 more articles in the media than Fastly. MarketBeat recorded 52 mentions for GoDaddy and 10 mentions for Fastly. Fastly's average media sentiment score of 1.05 beat GoDaddy's score of 0.20 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GoDaddy
8 Very Positive mention(s)
6 Positive mention(s)
32 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Neutral

79.7% of Fastly shares are held by institutional investors. Comparatively, 90.3% of GoDaddy shares are held by institutional investors. 4.2% of Fastly shares are held by company insiders. Comparatively, 0.9% of GoDaddy shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$624.02M5.88-$121.68M-$0.53N/A
GoDaddy$4.95B2.50$875M$6.7414.50

Summary

GoDaddy beats Fastly on 12 of the 17 factors compared between the two stocks.

How does Fastly compare to DigitalOcean?

Fastly (NASDAQ:FSLY) and DigitalOcean (NYSE:DOCN) are both technology companies, but which is the superior business? We will compare the two companies based on the strength of their dividends, valuation, institutional ownership, analyst recommendations, earnings, risk, profitability and media sentiment.

Fastly currently has a consensus target price of $25.33, indicating a potential upside of 9.95%. DigitalOcean has a consensus target price of $152.81, indicating a potential upside of 37.05%. Given DigitalOcean's stronger consensus rating and higher possible upside, analysts plainly believe DigitalOcean is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46
DigitalOcean
0 Sell rating(s)
2 Hold rating(s)
13 Buy rating(s)
2 Strong Buy rating(s)
3.00

79.7% of Fastly shares are owned by institutional investors. Comparatively, 49.8% of DigitalOcean shares are owned by institutional investors. 4.2% of Fastly shares are owned by insiders. Comparatively, 1.0% of DigitalOcean shares are owned by insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth.

Fastly has a beta of 0.34, indicating that its share price is 66% less volatile than the broader market. Comparatively, DigitalOcean has a beta of 1.61, indicating that its share price is 61% more volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$624.02M5.88-$121.68M-$0.53N/A
DigitalOcean$901.43M12.91$259.26M$2.1950.91

DigitalOcean has a net margin of 23.26% compared to Fastly's net margin of -11.80%. DigitalOcean's return on equity of 31.01% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-11.80% -6.31% -4.04%
DigitalOcean 23.26%31.01%5.76%

In the previous week, DigitalOcean had 13 more articles in the media than Fastly. MarketBeat recorded 23 mentions for DigitalOcean and 10 mentions for Fastly. DigitalOcean's average media sentiment score of 1.35 beat Fastly's score of 1.05 indicating that DigitalOcean is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
DigitalOcean
17 Very Positive mention(s)
1 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

DigitalOcean beats Fastly on 15 of the 17 factors compared between the two stocks.

How does Fastly compare to Applied Digital?

Fastly (NASDAQ:FSLY) and Applied Digital (NASDAQ:APLD) are both mid-cap technology companies, but which is the superior stock? We will compare the two companies based on the strength of their earnings, analyst recommendations, media sentiment, institutional ownership, risk, valuation, profitability and dividends.

In the previous week, Applied Digital had 14 more articles in the media than Fastly. MarketBeat recorded 24 mentions for Applied Digital and 10 mentions for Fastly. Fastly's average media sentiment score of 1.05 beat Applied Digital's score of 0.63 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
10 Very Positive mention(s)
3 Positive mention(s)
6 Neutral mention(s)
2 Negative mention(s)
1 Very Negative mention(s)
Positive

79.7% of Fastly shares are owned by institutional investors. Comparatively, 65.7% of Applied Digital shares are owned by institutional investors. 4.2% of Fastly shares are owned by insiders. Comparatively, 9.5% of Applied Digital shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$624.02M5.88-$121.68M-$0.53N/A
Applied Digital$611.31M12.08-$244M-$0.89N/A

Fastly has a beta of 0.34, meaning that its share price is 66% less volatile than the broader market. Comparatively, Applied Digital has a beta of 5.75, meaning that its share price is 475% more volatile than the broader market.

Fastly presently has a consensus price target of $25.33, indicating a potential upside of 9.95%. Applied Digital has a consensus price target of $68.15, indicating a potential upside of 168.94%. Given Applied Digital's stronger consensus rating and higher possible upside, analysts plainly believe Applied Digital is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46
Applied Digital
2 Sell rating(s)
1 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.88

Fastly has a net margin of -11.80% compared to Applied Digital's net margin of -37.78%. Fastly's return on equity of -6.31% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-11.80% -6.31% -4.04%
Applied Digital -37.78%-16.42%-4.00%

Summary

Applied Digital beats Fastly on 10 of the 17 factors compared between the two stocks.

How does Fastly compare to GDS?

Fastly (NASDAQ:FSLY) and GDS (NASDAQ:GDS) are both mid-cap technology companies, but which is the superior investment? We will contrast the two businesses based on the strength of their earnings, risk, analyst recommendations, valuation, institutional ownership, media sentiment, dividends and profitability.

GDS has a net margin of 30.70% compared to Fastly's net margin of -11.80%. GDS's return on equity of 17.94% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-11.80% -6.31% -4.04%
GDS 30.70%17.94%6.11%

79.7% of Fastly shares are held by institutional investors. Comparatively, 33.7% of GDS shares are held by institutional investors. 4.2% of Fastly shares are held by insiders. Comparatively, 8.0% of GDS shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Fastly currently has a consensus target price of $25.33, indicating a potential upside of 9.95%. GDS has a consensus target price of $47.54, indicating a potential upside of 42.29%. Given GDS's stronger consensus rating and higher probable upside, analysts clearly believe GDS is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46
GDS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83

In the previous week, Fastly had 1 more articles in the media than GDS. MarketBeat recorded 10 mentions for Fastly and 9 mentions for GDS. Fastly's average media sentiment score of 1.05 beat GDS's score of 0.47 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
GDS
1 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Neutral

Fastly has a beta of 0.34, suggesting that its share price is 66% less volatile than the broader market. Comparatively, GDS has a beta of 0.43, suggesting that its share price is 57% less volatile than the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$624.02M5.88-$121.68M-$0.53N/A
GDS$1.63B4.10$132.10M$2.1515.54

Summary

GDS beats Fastly on 11 of the 16 factors compared between the two stocks.

Get Fastly News Delivered to You Automatically

Sign up to receive the latest news and ratings for FSLY and its competitors with MarketBeat's FREE daily newsletter.

Subscribe Now
SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.

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.
Skip Chart

Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ 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.
Skip Chart

FSLY vs. The Competition

MetricFastlyIT Services IndustryTechnology SectorNASDAQ Exchange
Market Cap$3.67B$11.13B$29.74B$12.90B
Dividend YieldN/A2.76%2.75%11.28%
P/E Ratio-43.4714.3375.8225.42
Price / Sales5.8866.80593.3394.42
Price / CashN/A42.6648.0436.03
Price / Book3.708.417.886.36
Net Income-$121.68M$271.39M$679.28M$349.79M
7 Day Performance-7.66%-0.21%-0.07%-0.80%
1 Month Performance6.91%3.46%4.19%4.13%
1 Year Performance203.36%29.58%187.24%15.17%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
2.988 of 5 stars
$23.04
-6.5%
$25.33
+10.0%
+203.4%$3.67B$624.02MN/A1,140
NET
Cloudflare
3.8395 of 5 stars
$274.22
-2.2%
$320.19
+16.8%
+43.4%$96.92B$2.17BN/A5,156
GDDY
GoDaddy
4.4115 of 5 stars
$99.43
-1.1%
$110.33
+11.0%
-34.1%$12.60B$4.95B14.765,845
DOCN
DigitalOcean
4.6898 of 5 stars
$110.20
-1.2%
$151.33
+37.3%
+242.0%$11.49B$901.43M50.261,462
APLD
Applied Digital
4.111 of 5 stars
$28.64
+6.5%
$68.15
+137.9%
+58.6%$8.33B$611.31MN/A121

Related Companies and Tools


This page (NASDAQ:FSLY) was last updated on 8/30/2026 by MarketBeat.com Staff.
From Our Partners