Fastly (FSLY) Competitors $8.28 -0.39 (-4.45%) Closing price 03:59 PM EasternExtended Trading$8.25 -0.03 (-0.35%) As of 07:50 PM Eastern Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more. Add Compare Share Share Competitors Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSustainabilityTrendsBuy This Stock FSLY vs. NET, ZETA, YOU, WK, BOX, DJT, QTWO, OS, CLBT, and SAICShould you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Cloudflare (NET), Zeta Global (ZETA), CLEAR Secure (YOU), Workiva (WK), BOX (BOX), Trump Media & Technology Group (DJT), Q2 (QTWO), OneStream (OS), Cellebrite DI (CLBT), and Science Applications International (SAIC). These companies are all part of the "computer software" industry. Fastly vs. Its Competitors Cloudflare Zeta Global CLEAR Secure Workiva BOX Trump Media & Technology Group Q2 OneStream Cellebrite DI Science Applications International Fastly (NYSE:FSLY) and Cloudflare (NYSE:NET) are both computer and technology companies, but which is the better business? We will compare the two businesses based on the strength of their analyst recommendations, profitability, dividends, earnings, valuation, institutional ownership, media sentiment and risk. Do analysts rate FSLY or NET? Fastly currently has a consensus price target of $8.69, indicating a potential upside of 4.98%. Cloudflare has a consensus price target of $191.28, indicating a potential downside of 12.13%. 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) 8 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.00Cloudflare 4 Sell rating(s) 9 Hold rating(s) 15 Buy rating(s) 1 Strong Buy rating(s) 2.45 Which has more risk & volatility, FSLY or NET? Fastly has a beta of 1.3, indicating that its stock price is 30% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.99, indicating that its stock price is 99% more volatile than the S&P 500. Does the media refer more to FSLY or NET? In the previous week, Cloudflare had 9 more articles in the media than Fastly. MarketBeat recorded 18 mentions for Cloudflare and 9 mentions for Fastly. Cloudflare's average media sentiment score of 1.27 beat Fastly's score of 0.47 indicating that Cloudflare is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Fastly 3 Very Positive mention(s) 2 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Cloudflare 15 Very Positive mention(s) 1 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Which has better valuation and earnings, FSLY or NET? 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 RatioFastly$543.68M2.24-$158.06M-$1.03-8.03Cloudflare$1.67B45.43-$78.80M-$0.34-640.22 Is FSLY or NET more profitable? Cloudflare has a net margin of -6.22% compared to Fastly's net margin of -25.85%. Cloudflare's return on equity of -8.42% beat Fastly's return on equity.Company Net Margins Return on Equity Return on Assets Fastly-25.85% -11.98% -7.87% Cloudflare -6.22%-8.42%-2.52% Do institutionals and insiders have more ownership in FSLY or NET? 79.7% of Fastly shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 6.7% of Fastly shares are owned by company insiders. Comparatively, 10.9% of Cloudflare shares are owned by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a company is poised for long-term growth. SummaryCloudflare beats Fastly on 15 of the 17 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 View SMS TermsBy 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 TimeWhat are MarkeBeat Followers?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 ChartMedia Sentiment Over TimeWhat is Media Sentiment?This chart shows the average media sentiment of NYSE 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 Export to ExcelMetricFastlyINTERNET SOFTWARE IndustryComputer SectorNYSE ExchangeMarket Cap$1.28B$19.78B$33.20B$22.14BDividend YieldN/A3.65%3.16%3.57%P/E Ratio-8.0374.91495.3629.64Price / Sales2.24112.522,035.1995.42Price / CashN/A84.4737.8824.65Price / Book1.209.377.534.61Net Income-$158.06M$354.27M$819.01M$1.01B7 Day Performance-3.14%1.90%2.27%0.14%1 Month Performance11.45%8.41%11.13%2.33%1 Year Performance10.78%97.03%24,144.38%13.85% Fastly Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)FSLYFastly3.1633 of 5 stars$8.28-4.4%$8.69+5.0%+13.5%$1.28B$543.68M-8.031,100NETCloudflare3.7704 of 5 stars$218.55+1.0%$191.28-12.5%+165.0%$76.16B$1.67B-642.794,263ZETAZeta Global3.3078 of 5 stars$21.08+2.7%$30.29+43.7%-35.7%$5.02B$1.01B-110.962,191YOUCLEAR Secure3.7686 of 5 stars$36.39-0.7%$34.71-4.6%-0.4%$4.84B$770.49M22.744,022WKWorkiva3.7584 of 5 stars$85.33-0.5%$100.00+17.2%+11.7%$4.78B$738.68M-71.112,828Positive NewsBOXBOX4.43 of 5 stars$32.360.0%$38.25+18.2%+2.7%$4.69B$1.09B26.092,810DJTTrump Media & Technology GroupN/A$16.91-0.1%N/A+6.8%$4.69B$3.62M-34.512QTWOQ23.3771 of 5 stars$74.03-1.1%$101.94+37.7%-17.2%$4.62B$696.46M1,480.982,477OSOneStream3.2796 of 5 stars$18.93-4.0%$29.94+58.2%-39.8%$4.60B$489.41M-12.701,500News CoveragePositive NewsCLBTCellebrite DI2.8184 of 5 stars$18.97+1.8%$21.75+14.7%+8.6%$4.54B$401.20M-24.961,167Positive NewsSAICScience Applications International4.0605 of 5 stars$97.72+0.1%$120.64+23.5%-29.4%$4.50B$7.46B16.4826,000News Coverage Related Companies and Tools Related Companies NET Competitors ZETA Competitors YOU Competitors WK Competitors BOX Competitors DJT Competitors QTWO Competitors OS Competitors CLBT Competitors SAIC Competitors Top 10 Stock Comparisons Semiconductor Stocks Artificial Intelligence Stocks Growth Stocks Magnificent Seven Stocks Pharmaceutical Stocks Ecommerce Stocks Bitcoin Stocks Meme Stocks Cryptocurrency Stocks Cybersecurity Stocks This page (NYSE:FSLY) was last updated on 10/7/2025 by MarketBeat.com Staff From Our PartnersBitcoin grabs headlines, but smart money likes this tokenBitcoin grabs headlines, but smart money likes this token My research team has identified the token positio...Crypto 101 Media | SponsoredMagnificent 7 being replaced by the “Hidden 7”?BULLISH: It's time to buy this 'hidden' AI stock An award-winning stock-rating system has turned BULLISH on...Chaikin Analytics | SponsoredAn $8 trillion-dollar discovery 17,000 ft underwater A strange rock pulled from the ocean floor may hold the key to a $16 trillion resource boom. 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