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Fastly (FSLY) Competitors

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$27.75 +4.79 (+20.86%)
As of 04:00 PM Eastern

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

Should you buy Fastly stock or one of its competitors? Fastly's main competitors and comparable companies include Cloudflare (NET), DigitalOcean (DOCN), GoDaddy (GDDY), Applied Digital (APLD), and Core Scientific (CORZ). 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?

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

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
Cloudflare$2.17B50.54-$102.27M-$0.58N/A
Fastly$687.17M6.43-$158.06M-$0.53N/A

Cloudflare currently has a consensus target price of $320.19, suggesting a potential upside of 3.29%. Fastly has a consensus target price of $25.33, suggesting a potential downside of 8.71%. Given Cloudflare's stronger consensus rating and higher probable upside, research analysts plainly believe Cloudflare is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
6 Hold rating(s)
22 Buy rating(s)
2 Strong Buy rating(s)
2.70
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46

In the previous week, Cloudflare had 66 more articles in the media than Fastly. MarketBeat recorded 107 mentions for Cloudflare and 41 mentions for Fastly. Cloudflare's average media sentiment score of 0.66 beat Fastly's score of 0.59 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
43 Very Positive mention(s)
10 Positive mention(s)
33 Neutral mention(s)
1 Negative mention(s)
1 Very Negative mention(s)
Positive
Fastly
16 Very Positive mention(s)
4 Positive mention(s)
14 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Cloudflare has a net margin of -8.21% compared to Fastly's net margin of -23.49%. Cloudflare's return on equity of -3.88% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-8.21% -3.88% -0.94%
Fastly -23.49%-12.02%-7.83%

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

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

Summary

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

How does Fastly compare to DigitalOcean?

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

DigitalOcean has a beta of 1.61, suggesting that its stock price is 61% more volatile than the broader market. Comparatively, Fastly has a beta of 0.34, suggesting that its stock price is 66% less 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
DigitalOcean$901.43M15.05$259.26M$2.1959.37
Fastly$687.17M6.43-$158.06M-$0.53N/A

In the previous week, Fastly had 17 more articles in the media than DigitalOcean. MarketBeat recorded 41 mentions for Fastly and 24 mentions for DigitalOcean. DigitalOcean's average media sentiment score of 0.76 beat Fastly's score of 0.59 indicating that DigitalOcean is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
DigitalOcean
8 Very Positive mention(s)
3 Positive mention(s)
9 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
16 Very Positive mention(s)
4 Positive mention(s)
14 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

DigitalOcean currently has a consensus target price of $151.33, suggesting a potential upside of 16.39%. Fastly has a consensus target price of $25.33, suggesting a potential downside of 8.71%. 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
DigitalOcean
0 Sell rating(s)
3 Hold rating(s)
11 Buy rating(s)
2 Strong Buy rating(s)
2.94
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46

49.8% of DigitalOcean shares are held by institutional investors. Comparatively, 79.7% of Fastly shares are held by institutional investors. 1.0% of DigitalOcean shares are held by insiders. Comparatively, 4.2% of Fastly 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.

DigitalOcean has a net margin of 23.26% compared to Fastly's net margin of -23.49%. DigitalOcean's return on equity of 31.01% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
DigitalOcean23.26% 31.01% 5.76%
Fastly -23.49%-12.02%-7.83%

Summary

DigitalOcean beats Fastly on 14 of the 17 factors compared between the two stocks.

How does Fastly compare to GoDaddy?

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

GoDaddy currently has a consensus target price of $110.33, suggesting a potential upside of 20.66%. Fastly has a consensus target price of $25.33, suggesting a potential downside of 8.71%. Given GoDaddy's stronger consensus rating and higher possible upside, analysts plainly believe GoDaddy is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GoDaddy
0 Sell rating(s)
9 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.50
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46

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

GoDaddy has a net margin of 17.83% compared to Fastly's net margin of -23.49%. GoDaddy's return on equity of 660.96% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
GoDaddy17.83% 660.96% 11.32%
Fastly -23.49%-12.02%-7.83%

90.3% of GoDaddy shares are held by institutional investors. Comparatively, 79.7% of Fastly shares are held by institutional investors. 0.9% of GoDaddy shares are held by insiders. Comparatively, 4.2% of Fastly 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.

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
GoDaddy$4.95B2.34$875M$6.7413.57
Fastly$687.17M6.43-$158.06M-$0.53N/A

In the previous week, Fastly had 15 more articles in the media than GoDaddy. MarketBeat recorded 41 mentions for Fastly and 26 mentions for GoDaddy. Fastly's average media sentiment score of 0.59 beat GoDaddy's score of 0.39 indicating that Fastly is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
GoDaddy
8 Very Positive mention(s)
2 Positive mention(s)
9 Neutral mention(s)
5 Negative mention(s)
1 Very Negative mention(s)
Neutral
Fastly
16 Very Positive mention(s)
4 Positive mention(s)
14 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

Summary

GoDaddy beats Fastly on 12 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 businesses based on the strength of their risk, dividends, institutional ownership, valuation, analyst recommendations, media sentiment, profitability and earnings.

In the previous week, Fastly had 14 more articles in the media than Applied Digital. MarketBeat recorded 41 mentions for Fastly and 27 mentions for Applied Digital. Applied Digital's average media sentiment score of 0.87 beat Fastly's score of 0.59 indicating that Applied Digital is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
16 Very Positive mention(s)
4 Positive mention(s)
14 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
14 Very Positive mention(s)
5 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

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$687.17M6.43-$158.06M-$0.53N/A
Applied Digital$611.31M13.86-$244M-$0.89N/A

79.7% of Fastly shares are held by institutional investors. Comparatively, 65.7% of Applied Digital shares are held by institutional investors. 4.2% of Fastly shares are held by company insiders. Comparatively, 9.5% of Applied Digital 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.

Fastly has a net margin of -23.49% compared to Applied Digital's net margin of -37.78%. Fastly's return on equity of -12.02% beat Applied Digital's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-23.49% -12.02% -7.83%
Applied Digital -37.78%-16.42%-4.00%

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

Fastly presently has a consensus target price of $25.33, indicating a potential downside of 8.71%. Applied Digital has a consensus target price of $68.15, indicating a potential upside of 134.51%. Given Applied Digital's stronger consensus rating and higher probable upside, analysts clearly 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
1 Sell rating(s)
2 Hold rating(s)
11 Buy rating(s)
3 Strong Buy rating(s)
2.94

Summary

Applied Digital beats Fastly on 9 of the 17 factors compared between the two stocks.

How does Fastly compare to Core Scientific?

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

In the previous week, Fastly had 25 more articles in the media than Core Scientific. MarketBeat recorded 41 mentions for Fastly and 16 mentions for Core Scientific. Core Scientific's average media sentiment score of 0.80 beat Fastly's score of 0.59 indicating that Core Scientific is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Core Scientific
9 Very Positive mention(s)
1 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
16 Very Positive mention(s)
4 Positive mention(s)
14 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Core Scientific$319.02M19.58-$288.62M-$4.42N/A
Fastly$687.17M6.43-$158.06M-$0.53N/A

79.7% of Fastly shares are owned by institutional investors. 1.7% of Core Scientific shares are owned by insiders. Comparatively, 4.2% of Fastly shares are owned by insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Fastly has a net margin of -23.49% compared to Core Scientific's net margin of -325.50%. Core Scientific's return on equity of 0.00% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Core Scientific-325.50% N/A -9.64%
Fastly -23.49%-12.02%-7.83%

Core Scientific has a beta of 5.59, meaning that its stock price is 459% more volatile than the broader market. Comparatively, Fastly has a beta of 0.34, meaning that its stock price is 66% less volatile than the broader market.

Core Scientific presently has a consensus target price of $32.18, indicating a potential upside of 65.54%. Fastly has a consensus target price of $25.33, indicating a potential downside of 8.71%. Given Core Scientific's stronger consensus rating and higher probable upside, equities analysts plainly believe Core Scientific is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Core Scientific
1 Sell rating(s)
1 Hold rating(s)
16 Buy rating(s)
2 Strong Buy rating(s)
2.95
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46

Summary

Core Scientific beats Fastly on 9 of the 17 factors compared between the two stocks.

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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 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.
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FSLY vs. The Competition

MetricFastlyIT Services IndustryTechnology SectorNASDAQ Exchange
Market Cap$4.42B$11.08B$29.61B$12.95B
Dividend YieldN/A2.79%2.73%10.20%
P/E Ratio-28.9114.5374.9424.74
Price / Sales6.4359.39596.25108.60
Price / CashN/A43.5550.5137.44
Price / Book4.038.548.156.42
Net Income-$158.06M$268.26M$679.00M$347.12M
7 Day Performance20.50%3.03%3.00%2.48%
1 Month Performance41.65%0.59%0.14%-1.04%
1 Year Performance296.43%34.51%201.32%23.22%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
1.6473 of 5 stars
$27.75
+20.9%
$25.33
-8.7%
+228.0%$4.42B$687.17MN/A1,100
NET
Cloudflare
3.163 of 5 stars
$282.91
+1.4%
$262.00
-7.4%
+47.2%$98.61B$2.17BN/A5,156
DOCN
DigitalOcean
4.0787 of 5 stars
$128.13
+9.0%
$151.93
+18.6%
+276.0%$12.26B$901.43M55.951,462
GDDY
GoDaddy
4.7572 of 5 stars
$88.87
+7.4%
$110.33
+24.2%
-31.8%$10.96B$4.95B13.195,845
APLD
Applied Digital
3.9508 of 5 stars
$29.49
+7.7%
$68.05
+130.8%
+105.8%$7.98B$611.31MN/A121

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This page (NASDAQ:FSLY) was last updated on 8/10/2026 by MarketBeat.com Staff.
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