Fastly (FSLY) Competitors

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

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%

Which has better valuation & 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.

Company	Gross Revenue	Price/Sales Ratio	Net Income	Earnings Per Share	Price/Earnings Ratio
Fastly	$543.68M	2.03	-$158.06M	-$1.03	-7.28
Cloudflare	$1.67B	40.89	-$78.80M	-$0.34	-576.27

Which has more risk and volatility, FSLY or NET?

Fastly has a beta of 1.19, suggesting that its stock price is 19% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.84, suggesting that its stock price is 84% more volatile than the S&P 500.

Do analysts prefer FSLY or NET?

Fastly currently has a consensus target price of $8.69, suggesting a potential upside of 15.91%. Cloudflare has a consensus target price of $191.28, suggesting a potential downside of 2.37%. Given Fastly's higher probable upside, equities research analysts plainly believe Fastly is more favorable than Cloudflare.

Company	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Fastly	0 Sell rating(s)	9 Hold rating(s)	1 Buy rating(s)	0 Strong Buy rating(s)	2.10
Cloudflare	3 Sell rating(s)	9 Hold rating(s)	15 Buy rating(s)	1 Strong Buy rating(s)	2.50

Do insiders and institutionals 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 large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Does the media favor FSLY or NET?

In the previous week, Cloudflare had 23 more articles in the media than Fastly. MarketBeat recorded 34 mentions for Cloudflare and 11 mentions for Fastly. Cloudflare's average media sentiment score of 1.14 beat Fastly's score of -0.22 indicating that Cloudflare is being referred to more favorably in the news media.

Company	Very Positive	Positive	Neutral	Negative	Very Negative	Overall Sentiment
Fastly	2 Very Positive mention(s)	1 Positive mention(s)	3 Neutral mention(s)	0 Negative mention(s)	1 Very Negative mention(s)	Neutral
Cloudflare	24 Very Positive mention(s)	0 Positive mention(s)	5 Neutral mention(s)	1 Negative mention(s)	0 Very Negative mention(s)	Positive

Summary

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