Fastly (FSLY) Competitors $6.38 -0.41 (-6.04%) Closing price 08/1/2025 03:59 PM EasternExtended Trading$6.45 +0.07 (+1.10%) As of 07:18 AM 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, DJT, FRSH, TENB, YOU, RUM, ZI, WK, ZETA, and GTMShould you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Cloudflare (NET), Trump Media & Technology Group (DJT), Freshworks (FRSH), Tenable (TENB), CLEAR Secure (YOU), Rumble (RUM), ZoomInfo Technologies (ZI), Workiva (WK), Zeta Global (ZETA), and ZoomInfo Technologies (GTM). These companies are all part of the "computer software" industry. Fastly vs. Its Competitors Cloudflare Trump Media & Technology Group Freshworks Tenable CLEAR Secure Rumble ZoomInfo Technologies Workiva Zeta Global ZoomInfo Technologies Fastly (NYSE:FSLY) and Cloudflare (NYSE:NET) are both computer and technology companies, but which is the superior stock? We will compare the two businesses based on the strength of their analyst recommendations, earnings, dividends, institutional ownership, valuation, risk, media sentiment and profitability. Is FSLY or NET more profitable? Cloudflare has a net margin of -6.22% compared to Fastly's net margin of -27.73%. Cloudflare's return on equity of -8.42% beat Fastly's return on equity.Company Net Margins Return on Equity Return on Assets Fastly-27.73% -12.29% -8.13% Cloudflare -6.22%-8.42%-2.52% Do analysts recommend FSLY or NET? Fastly presently has a consensus price target of $8.28, suggesting a potential upside of 29.75%. Cloudflare has a consensus price target of $186.88, suggesting a potential downside of 6.77%. Given Fastly's higher possible upside, equities analysts clearly believe Fastly is more favorable than Cloudflare.Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score Fastly 0 Sell rating(s) 10 Hold rating(s) 0 Buy rating(s) 0 Strong Buy rating(s) 2.00Cloudflare 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 hedge funds, endowments and large money managers believe a stock is poised for long-term growth. 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. CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings RatioFastly$554.63M1.66-$158.06M-$1.09-5.85Cloudflare$1.88B36.93-$78.80M-$0.34-589.59 Does the media favor FSLY or NET? In the previous week, Cloudflare had 91 more articles in the media than Fastly. MarketBeat recorded 96 mentions for Cloudflare and 5 mentions for Fastly. Cloudflare's average media sentiment score of 0.92 beat Fastly's score of -0.20 indicating that Cloudflare is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Fastly 1 Very Positive mention(s) 0 Positive mention(s) 4 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Neutral Cloudflare 39 Very Positive mention(s) 11 Positive mention(s) 25 Neutral mention(s) 2 Negative mention(s) 0 Very Negative mention(s) Positive Which has more volatility and risk, FSLY or NET? Fastly has a beta of 1.19, indicating that its share price is 19% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.84, indicating that its share price is 84% more volatile than the S&P 500. 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. Email Address 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$920.20M$18.62B$28.46B$20.40BDividend YieldN/A2.99%3.10%3.70%P/E Ratio-5.8584.8748.1329.01Price / Sales1.6664.561,552.1556.89Price / CashN/A82.8533.4617.53Price / Book0.938.108.224.53Net Income-$158.06M$344.92M$802.12M$994.29M7 Day Performance-12.48%-6.76%3.29%-3.62%1 Month Performance-9.18%-1.15%-1.13%-2.71%1 Year Performance-15.05%57.38%53,364.62%10.16% Fastly Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)FSLYFastly3.7738 of 5 stars$6.38-6.0%$8.28+29.7%-15.0%$920.20M$554.63M-5.851,100Upcoming EarningsGap DownNETCloudflare4.2343 of 5 stars$199.55+0.6%$161.72-19.0%+152.3%$69.20B$1.67B-868.014,263Trending NewsEarnings ReportAnalyst ForecastGap DownDJTTrump Media & Technology GroupN/A$18.80-1.9%N/A-42.1%$4.15B$3.62M-36.872Earnings ReportUpcoming EarningsGap DownFRSHFreshworks2.9718 of 5 stars$13.98-1.5%$20.07+43.6%+8.7%$4.13B$720.42M-58.314,400Earnings ReportAnalyst RevisionTENBTenable4.6233 of 5 stars$33.27+0.2%$40.78+22.6%-26.8%$4.06B$900.02M-89.831,872Trending NewsEarnings ReportAnalyst UpgradeAnalyst RevisionYOUCLEAR Secure3.2073 of 5 stars$30.10+1.2%$32.00+6.3%+49.5%$4.00B$770.49M18.814,022Positive NewsUpcoming EarningsShort Interest ↑RUMRumble2.4701 of 5 stars$9.10-4.0%$14.00+53.9%+33.9%$3.95B$95.49M-6.3170Upcoming EarningsGap DownZIZoomInfo Technologies0.323 of 5 stars$11.22+2.1%$10.63-5.3%-1.9%$3.84B$1.21B374.123,540News CoveragePositive NewsWKWorkiva3.6102 of 5 stars$68.31+0.5%$101.30+48.3%+17.0%$3.81B$769.29M-58.452,828Trending NewsEarnings ReportAnalyst ForecastGap UpZETAZeta Global2.4741 of 5 stars$16.14+0.6%$30.36+88.1%-34.5%$3.80B$1.01B-55.572,191Upcoming EarningsShort Interest ↑GTMZoomInfo Technologies0.6695 of 5 stars$11.40+1.6%$12.00+5.3%N/A$3.75B$1.21B95.013,508News Coverage Related Companies and Tools Related Companies NET Competitors DJT Competitors FRSH Competitors TENB Competitors YOU Competitors RUM Competitors ZI Competitors WK Competitors ZETA Competitors GTM 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 8/4/2025 by MarketBeat.com Staff From Our PartnersCritical AI announcement set to ignite AI 2.0 I just put together an urgent new presentation that you need to see right away. 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