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Fastly (FSLY) Competitors

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$7.84 -0.11 (-1.32%)
Closing price 10/17/2025 03:59 PM Eastern
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$7.88 +0.05 (+0.63%)
As of 10/17/2025 07:59 PM Eastern
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FSLY vs. NET, BOX, CLBT, DJT, ZETA, SAIC, OS, YOU, KC, and QUBT

Should you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Cloudflare (NET), BOX (BOX), Cellebrite DI (CLBT), Trump Media & Technology Group (DJT), Zeta Global (ZETA), Science Applications International (SAIC), OneStream (OS), CLEAR Secure (YOU), Kingsoft Cloud (KC), and Quantum Computing (QUBT). These companies are all part of the "computer software" industry.

Fastly vs. Its Competitors

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

Cloudflare currently has a consensus price target of $196.54, indicating a potential downside of 6.38%. Fastly has a consensus price target of $8.69, indicating a potential upside of 10.88%. Given Fastly's higher possible upside, analysts plainly believe Fastly is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Cloudflare
3 Sell rating(s)
9 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.50
Fastly
1 Sell rating(s)
8 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.00

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
Cloudflare$1.67B43.82-$78.80M-$0.34-617.47
Fastly$543.68M2.12-$158.06M-$1.03-7.61

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
Cloudflare-6.22% -8.42% -2.52%
Fastly -25.85%-11.98%-7.87%

82.7% of Cloudflare shares are held by institutional investors. Comparatively, 79.7% of Fastly shares are held by institutional investors. 10.9% of Cloudflare shares are held by company insiders. Comparatively, 6.7% of Fastly shares are held by company insiders. Strong institutional ownership is an indication that endowments, large money managers and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Cloudflare had 32 more articles in the media than Fastly. MarketBeat recorded 34 mentions for Cloudflare and 2 mentions for Fastly. Cloudflare's average media sentiment score of 1.05 beat Fastly's score of -0.34 indicating that Cloudflare is being referred to more favorably in the media.

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

Cloudflare has a beta of 1.99, indicating that its stock price is 99% more volatile than the S&P 500. Comparatively, Fastly has a beta of 1.3, indicating that its stock price is 30% more volatile than the S&P 500.

Summary

Cloudflare beats Fastly on 15 of the 17 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 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.
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FSLY vs. The Competition

MetricFastlyINTERNET SOFTWARE IndustryComputer SectorNYSE Exchange
Market Cap$1.16B$19.64B$32.94B$21.84B
Dividend YieldN/A3.75%3.23%3.62%
P/E Ratio-7.6172.92481.5732.43
Price / Sales2.12111.601,479.5560.22
Price / CashN/A80.8537.3424.21
Price / Book1.149.177.414.59
Net Income-$158.06M$356.34M$820.48M$1.02B
7 Day Performance-5.19%-0.27%0.62%1.31%
1 Month Performance-12.36%-3.58%1.06%-1.47%
1 Year Performance7.18%65.83%23,946.36%9.54%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
3.1778 of 5 stars
$7.84
-1.3%
$8.69
+10.9%
+8.9%$1.16B$543.68M-7.611,100Insider Trade
NET
Cloudflare
4.0816 of 5 stars
$222.42
+4.0%
$196.54
-11.6%
+132.4%$77.51B$1.88B-654.164,263Trending News
Insider Trade
BOX
BOX
4.3025 of 5 stars
$32.79
-0.5%
$38.25
+16.7%
-0.6%$4.75B$1.09B26.442,810Insider Trade
CLBT
Cellebrite DI
3.2192 of 5 stars
$19.56
+2.4%
$21.75
+11.2%
-1.7%$4.68B$401.20M-25.741,167News Coverage
Positive News
DJT
Trump Media & Technology Group
N/A$16.56
+3.7%
N/A-45.9%$4.59B$3.72M-33.802News Coverage
Gap Down
ZETA
Zeta Global
3.5151 of 5 stars
$18.91
+2.8%
$29.54
+56.2%
-40.5%$4.50B$1.01B-99.532,191
SAIC
Science Applications International
3.8378 of 5 stars
$96.30
-0.3%
$115.10
+19.5%
-34.0%$4.43B$7.46B16.2426,000Positive News
OS
OneStream
3.7806 of 5 stars
$17.49
-1.3%
$29.94
+71.2%
-41.7%$4.25B$545.51M-11.741,500News Coverage
Insider Trade
YOU
CLEAR Secure
3.3818 of 5 stars
$30.58
+3.3%
$34.71
+13.5%
-16.2%$4.06B$770.49M19.114,022Positive News
KC
Kingsoft Cloud
2.7815 of 5 stars
$13.43
+6.3%
$17.27
+28.6%
+362.3%$4.06B$1.07B-11.7812,355Gap Up
QUBT
Quantum Computing
2.3003 of 5 stars
$21.46
+12.9%
$26.33
+22.7%
+2,006.9%$4.01B$263K-31.5630Gap Up

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This page (NYSE:FSLY) was last updated on 10/18/2025 by MarketBeat.com Staff
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