Fastly (FSLY) Competitors

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

Which has more volatility and risk, BRZE or FSLY?

Braze has a beta of 1.13, indicating that its stock price is 13% more volatile than the S&P 500. Comparatively, Fastly has a beta of 1.43, indicating that its stock price is 43% more volatile than the S&P 500.

Does the media refer more to BRZE or FSLY?

In the previous week, Braze had 5 more articles in the media than Fastly. MarketBeat recorded 13 mentions for Braze and 8 mentions for Fastly. Fastly's average media sentiment score of 1.35 beat Braze's score of 1.29 indicating that Fastly is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Braze	8 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive
Fastly	6 Very Positive mention(s)	0 Positive mention(s)	2 Neutral mention(s)	0 Negative mention(s)	0 Very Negative mention(s)	Positive

Do analysts prefer BRZE or FSLY?

Braze currently has a consensus target price of $51.25, indicating a potential upside of 63.14%. Fastly has a consensus target price of $8.25, indicating a potential upside of 41.63%. Given Braze's stronger consensus rating and higher probable upside, equities analysts clearly believe Braze is more favorable than Fastly.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Braze	0 Sell rating(s)	1 Hold rating(s)	19 Buy rating(s)	1 Strong Buy rating(s)	3.00
Fastly	1 Sell rating(s)	9 Hold rating(s)	0 Buy rating(s)	0 Strong Buy rating(s)	1.90

Does the MarketBeat Community believe in BRZE or FSLY?

Fastly received 8 more outperform votes than Braze when rated by MarketBeat users. However, 64.36% of users gave Braze an outperform vote while only 47.78% of users gave Fastly an outperform vote.

Company	Underperform	Outperform
Braze	Outperform Votes 121 64.36%	Underperform Votes 67 35.64%
Fastly	Outperform Votes 129 47.78%	Underperform Votes 141 52.22%

Which has preferable valuation and earnings, BRZE or FSLY?

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

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Braze	$593.41M	5.54	-$129.17M	-$1.02	-30.80
Fastly	$543.68M	1.55	-$158.06M	-$1.14	-5.11

Is BRZE or FSLY more profitable?

Braze has a net margin of -20.41% compared to Fastly's net margin of -29.07%. Fastly's return on equity of -12.75% beat Braze's return on equity.

Company	Net Margins	Return on Equity	Return on Assets
Braze	-20.41%	-24.88%	-13.53%
Fastly	-29.07%	-12.75%	-8.41%

Do institutionals and insiders believe in BRZE or FSLY?

90.5% of Braze shares are owned by institutional investors. Comparatively, 79.7% of Fastly shares are owned by institutional investors. 24.0% of Braze shares are owned by company insiders. Comparatively, 6.7% of Fastly shares are owned by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company is poised for long-term growth.

Summary

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