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Fastly (FSLY) Competitors

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$23.86 -0.71 (-2.89%)
Closing price 09/18/2026 04:00 PM Eastern
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$23.87 +0.01 (+0.06%)
As of 09/18/2026 07:59 PM Eastern
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FSLY vs. NET, AKAM, GDDY, DOCN, and APLD

Should you buy Fastly stock or one of its competitors? Fastly's main competitors and comparable companies include Cloudflare (NET), Akamai Technologies (AKAM), GoDaddy (GDDY), DigitalOcean (DOCN), and Applied Digital (APLD). 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 superior business? We will compare the two companies based on the strength of their earnings, valuation, dividends, profitability, institutional ownership, risk, analyst recommendations and media sentiment.

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
Cloudflare-8.21% -3.88% -0.94%
Fastly -11.80%-6.31%-4.04%

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 insiders. Comparatively, 4.2% of Fastly shares are held 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.

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$2.17B52.69-$102.27M-$0.58N/A
Fastly$624.02M6.09-$121.68M-$0.53N/A

In the previous week, Fastly had 1 more articles in the media than Cloudflare. MarketBeat recorded 24 mentions for Fastly and 23 mentions for Cloudflare. Cloudflare's average media sentiment score of 0.84 beat Fastly's score of 0.57 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
11 Very Positive mention(s)
6 Positive mention(s)
3 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
11 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Cloudflare currently has a consensus price target of $321.85, suggesting a potential downside of 0.41%. Fastly has a consensus price target of $25.33, suggesting a potential upside of 6.17%. Given Fastly's higher possible upside, analysts plainly believe Fastly is more favorable than Cloudflare.

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

Cloudflare has a beta of 1.66, indicating that its stock price is 66% more volatile than the broader market. Comparatively, Fastly has a beta of 0.36, indicating that its stock price is 64% less volatile than the broader market.

Summary

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

How does Fastly compare to Akamai Technologies?

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

Fastly has a beta of 0.36, suggesting that its share price is 64% less volatile than the broader market. Comparatively, Akamai Technologies has a beta of 0.63, suggesting that its share price is 37% less volatile than the broader market.

Akamai Technologies has a net margin of 9.51% compared to Fastly's net margin of -11.80%. Akamai Technologies' return on equity of 11.32% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-11.80% -6.31% -4.04%
Akamai Technologies 9.51%11.32%4.47%

In the previous week, Fastly had 14 more articles in the media than Akamai Technologies. MarketBeat recorded 24 mentions for Fastly and 10 mentions for Akamai Technologies. Fastly's average media sentiment score of 0.57 beat Akamai Technologies' score of 0.55 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
11 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Akamai Technologies
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

79.7% of Fastly shares are held by institutional investors. Comparatively, 94.3% of Akamai Technologies shares are held by institutional investors. 4.2% of Fastly shares are held by company insiders. Comparatively, 2.3% of Akamai Technologies shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a stock is poised for long-term growth.

Fastly presently has a consensus price target of $25.33, suggesting a potential upside of 6.17%. Akamai Technologies has a consensus price target of $141.62, suggesting a potential upside of 35.49%. Given Akamai Technologies' higher possible upside, analysts plainly believe Akamai Technologies 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
Akamai Technologies
2 Sell rating(s)
9 Hold rating(s)
13 Buy rating(s)
0 Strong Buy rating(s)
2.46

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$624.02M6.09-$121.68M-$0.53N/A
Akamai Technologies$4.21B3.57$452.03M$2.7837.60

Summary

Akamai Technologies beats Fastly on 11 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 business? We will contrast the two businesses based on the strength of their media sentiment, institutional ownership, valuation, dividends, analyst recommendations, earnings, profitability and risk.

GoDaddy currently has a consensus target price of $110.07, indicating a potential upside of 13.02%. Fastly has a consensus target price of $25.33, indicating a potential upside of 6.17%. Given GoDaddy's higher probable upside, equities research analysts clearly believe GoDaddy is more favorable than Fastly.

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

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
GoDaddy17.83% 660.96% 11.32%
Fastly -11.80%-6.31%-4.04%

GoDaddy has a beta of 0.94, indicating that its stock price is 6% less volatile than the broader market. Comparatively, Fastly has a beta of 0.36, indicating that its stock price is 64% less volatile than the broader market.

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 company insiders. Comparatively, 4.2% of Fastly shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock 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
GoDaddy$4.95B2.49$875M$6.7414.45
Fastly$624.02M6.09-$121.68M-$0.53N/A

In the previous week, GoDaddy had 9 more articles in the media than Fastly. MarketBeat recorded 33 mentions for GoDaddy and 24 mentions for Fastly. Fastly's average media sentiment score of 0.57 beat GoDaddy's score of 0.16 indicating that Fastly is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
GoDaddy
3 Very Positive mention(s)
3 Positive mention(s)
27 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Fastly
11 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 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 DigitalOcean?

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

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$2.1959.36
Fastly$624.02M6.09-$121.68M-$0.53N/A

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

DigitalOcean currently has a consensus price target of $152.81, indicating a potential upside of 17.55%. Fastly has a consensus price target of $25.33, indicating a potential upside of 6.17%. Given DigitalOcean's stronger consensus rating and higher probable upside, equities analysts clearly 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)
12 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

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
DigitalOcean23.26% 31.01% 5.76%
Fastly -11.80%-6.31%-4.04%

In the previous week, Fastly had 16 more articles in the media than DigitalOcean. MarketBeat recorded 24 mentions for Fastly and 8 mentions for DigitalOcean. DigitalOcean's average media sentiment score of 0.72 beat Fastly's score of 0.57 indicating that DigitalOcean is being referred to more favorably in the media.

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

DigitalOcean has a beta of 1.57, suggesting that its stock price is 57% more volatile than the broader market. Comparatively, Fastly has a beta of 0.36, suggesting that its stock price is 64% less volatile than the broader market.

Summary

DigitalOcean beats Fastly on 14 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 better investment? We will compare the two businesses based on the strength of their profitability, media sentiment, valuation, dividends, institutional ownership, earnings, risk and analyst recommendations.

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 will outperform the market over the long term.

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%

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$624.02M6.09-$121.68M-$0.53N/A
Applied Digital$611.31M13.41-$244M-$0.89N/A

In the previous week, Fastly had 2 more articles in the media than Applied Digital. MarketBeat recorded 24 mentions for Fastly and 22 mentions for Applied Digital. Fastly's average media sentiment score of 0.57 beat Applied Digital's score of 0.38 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
11 Very Positive mention(s)
4 Positive mention(s)
4 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Applied Digital
7 Very Positive mention(s)
6 Positive mention(s)
2 Neutral mention(s)
4 Negative mention(s)
2 Very Negative mention(s)
Neutral

Fastly has a beta of 0.36, indicating that its share price is 64% less volatile than the broader market. Comparatively, Applied Digital has a beta of 5.72, indicating that its share price is 472% more volatile than the broader market.

Fastly presently has a consensus target price of $25.33, suggesting a potential upside of 6.17%. Applied Digital has a consensus target price of $66.50, suggesting a potential upside of 136.49%. Given Applied Digital's stronger consensus rating and higher probable 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)
4 Strong Buy rating(s)
2.94

Summary

Applied Digital 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$3.80B$10.58B$30.35B$13.19B
Dividend YieldN/A2.84%2.75%12.81%
P/E Ratio-45.0213.8777.2625.38
Price / Sales6.0971.02590.2189.45
Price / CashN/A45.5548.1751.42
Price / Book3.848.207.826.33
Net Income-$121.68M$271.17M$702.35M$358.33M
7 Day Performance3.02%0.32%-0.52%1.12%
1 Month Performance5.06%-2.20%-2.28%-2.39%
1 Year Performance177.12%23.20%176.56%5.35%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
2.249 of 5 stars
$23.86
-2.9%
$25.33
+6.2%
+177.1%$3.80B$624.02MN/A1,140
NET
Cloudflare
3.6387 of 5 stars
$330.84
+0.1%
$320.19
-3.2%
+42.8%$116.88B$2.17BN/A5,156
AKAM
Akamai Technologies
4.0743 of 5 stars
$105.89
+0.3%
$141.62
+33.7%
+37.0%$15.22B$4.32B38.1111,000
GDDY
GoDaddy
4.3932 of 5 stars
$104.04
-0.4%
$110.07
+5.8%
-32.8%$13.18B$4.95B15.445,845
DOCN
DigitalOcean
3.324 of 5 stars
$115.21
-4.2%
$152.81
+32.6%
+255.2%$12.02B$1.01B52.591,462

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This page (NASDAQ:FSLY) was last updated on 9/20/2026 by MarketBeat.com Staff.
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