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Fastly (FSLY) Competitors

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$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 investment? We will contrast the two companies based on the strength of their earnings, valuation, profitability, media sentiment, institutional ownership, analyst recommendations, dividends and risk.

Fastly presently has a consensus price target of $25.33, indicating a potential upside of 9.95%. Cloudflare has a consensus price target of $320.19, indicating a potential upside of 6.84%. Given Fastly's higher probable upside, research analysts plainly 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

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

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

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

79.7% of Fastly shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 4.2% of Fastly shares are owned by company insiders. Comparatively, 10.7% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth.

Summary

Cloudflare beats Fastly on 12 of the 16 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 better investment? We will compare the two businesses based on the strength of their earnings, dividends, media sentiment, valuation, profitability, institutional ownership, risk and analyst recommendations.

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

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

GoDaddy presently has a consensus price target of $110.07, suggesting a potential upside of 12.59%. Fastly has a consensus price target of $25.33, suggesting a potential upside of 9.95%. Given GoDaddy's higher probable upside, 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

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 news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
GoDaddy
8 Very Positive mention(s)
6 Positive mention(s)
32 Neutral mention(s)
4 Negative mention(s)
1 Very Negative mention(s)
Neutral
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 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$4.95B2.50$875M$6.7414.50
Fastly$624.02M5.88-$121.68M-$0.53N/A

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 stock? We will contrast the two businesses based on the strength of their institutional ownership, valuation, analyst recommendations, media sentiment, earnings, profitability, risk and dividends.

Fastly currently has a consensus price target of $25.33, indicating a potential upside of 9.95%. DigitalOcean has a consensus price target of $152.81, indicating a potential upside of 37.05%. Given DigitalOcean's stronger consensus rating and higher probable 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

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%

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

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.

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

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.

Summary

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

How does Fastly compare to Applied Digital?

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

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
Applied Digital-37.78% -16.42% -4.00%
Fastly -11.80%-6.31%-4.04%

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

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 news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
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
Fastly
6 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 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
Applied Digital$611.31M12.08-$244M-$0.89N/A
Fastly$624.02M5.88-$121.68M-$0.53N/A

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

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

65.7% of Applied Digital shares are held by institutional investors. Comparatively, 79.7% of Fastly shares are held by institutional investors. 9.5% of Applied Digital 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, hedge funds and large money managers believe a stock will outperform the market over the long term.

Summary

Applied Digital beats Fastly on 9 of the 16 factors compared between the two stocks.

How does Fastly compare to GDS?

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

GDS currently has a consensus target price of $47.54, indicating a potential upside of 42.29%. Fastly has a consensus target price of $25.33, indicating a potential upside of 9.95%. 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
GDS
0 Sell rating(s)
2 Hold rating(s)
3 Buy rating(s)
1 Strong Buy rating(s)
2.83
Fastly
1 Sell rating(s)
6 Hold rating(s)
5 Buy rating(s)
1 Strong Buy rating(s)
2.46

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
GDS$1.63B4.10$132.10M$2.1515.54
Fastly$624.02M5.88-$121.68M-$0.53N/A

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
GDS30.70% 17.94% 6.11%
Fastly -11.80%-6.31%-4.04%

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

33.7% of GDS shares are owned by institutional investors. Comparatively, 79.7% of Fastly shares are owned by institutional investors. 8.0% of GDS 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 will outperform the market over the long term.

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 news media.

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

Summary

GDS beats Fastly on 11 of the 16 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$3.67B$11.13B$29.74B$12.90B
Dividend YieldN/A2.76%2.75%11.28%
P/E Ratio-43.4712.9071.7321.91
Price / Sales5.8866.80593.8992.63
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
4.4135 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

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