Fastly (FSLY) Competitors $7.72 -0.17 (-2.09%) Closing price 09/12/2025 03:59 PM EasternExtended Trading$7.70 -0.02 (-0.32%) As of 09/12/2025 07:56 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, VERX, CLBT, KC, FRSH, TENB, INTA, MGNI, and NCNOShould you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Cloudflare (NET), Zeta Global (ZETA), Vertex (VERX), Cellebrite DI (CLBT), Kingsoft Cloud (KC), Freshworks (FRSH), Tenable (TENB), Intapp (INTA), Magnite (MGNI), and nCino (NCNO). These companies are all part of the "computer software" industry. Fastly vs. Its Competitors Cloudflare Zeta Global Vertex Cellebrite DI Kingsoft Cloud Freshworks Tenable Intapp Magnite nCino Fastly (NYSE:FSLY) and Cloudflare (NYSE:NET) are both computer and technology companies, but which is the better investment? We will contrast the two companies based on the strength of their profitability, media sentiment, institutional ownership, earnings, risk, analyst recommendations, valuation and dividends. Which has more risk and volatility, FSLY or NET? Fastly has a beta of 1.24, meaning that its share price is 24% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.95, meaning that its share price is 95% more volatile than the S&P 500. Do insiders and institutionals believe in FSLY or NET? 79.7% of Fastly shares are held by institutional investors. Comparatively, 82.7% of Cloudflare shares are held by institutional investors. 6.7% of Fastly shares are held by insiders. Comparatively, 10.9% of Cloudflare shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company will outperform the market over the long term. Does the media refer more to FSLY or NET? In the previous week, Cloudflare had 24 more articles in the media than Fastly. MarketBeat recorded 32 mentions for Cloudflare and 8 mentions for Fastly. Cloudflare's average media sentiment score of 1.16 beat Fastly's score of 1.10 indicating that Cloudflare is being referred to more favorably in the news media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Fastly 5 Very Positive mention(s) 1 Positive mention(s) 1 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Cloudflare 25 Very Positive mention(s) 0 Positive mention(s) 5 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Which has stronger earnings & valuation, 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$570.97M1.99-$158.06M-$1.03-7.50Cloudflare$1.88B41.02-$78.80M-$0.34-651.41 Do analysts prefer FSLY or NET? Fastly currently has a consensus target price of $8.69, indicating a potential upside of 12.46%. Cloudflare has a consensus target price of $191.28, indicating a potential downside of 13.64%. Given Fastly's higher probable upside, equities research 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) 9 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.10Cloudflare 3 Sell rating(s) 9 Hold rating(s) 15 Buy rating(s) 1 Strong Buy rating(s) 2.50 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% 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$1.16B$19.87B$31.12B$21.58BDividend YieldN/A3.48%3.16%3.49%P/E Ratio-7.5078.92439.3229.75Price / Sales1.9987.821,751.2086.27Price / CashN/A83.6136.9425.00Price / Book1.128.617.244.58Net Income-$158.06M$355.98M$808.32M$999.94M7 Day Performance4.04%3.58%3.57%0.68%1 Month Performance11.88%6.34%4.71%4.02%1 Year Performance15.30%69.89%24,377.12%16.39% Fastly Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)FSLYFastly3.8182 of 5 stars$7.73-2.1%$8.69+12.5%+15.2%$1.16B$570.97M-7.501,100Positive NewsInsider TradeNETCloudflare3.9078 of 5 stars$217.96+1.6%$191.28-12.2%+181.7%$75.96B$1.67B-641.074,263Positive NewsInsider TradeZETAZeta Global3.1978 of 5 stars$18.58-1.7%$30.14+62.3%-25.8%$4.42B$1.01B-97.772,191VERXVertex3.9157 of 5 stars$25.93+7.9%$43.69+68.5%-33.6%$4.14B$666.78M-78.571,900Positive NewsCLBTCellebrite DI3.1662 of 5 stars$17.09+2.9%$22.40+31.1%-4.1%$4.09B$401.20M-22.491,167Positive NewsAnalyst DowngradeKCKingsoft Cloud1.2185 of 5 stars$14.12+2.2%$15.40+9.1%+623.6%$3.95B$1.07B-12.3912,355News CoverageAnalyst UpgradeFRSHFreshworks3.028 of 5 stars$13.14+2.3%$20.29+54.4%+10.0%$3.83B$720.42M-73.004,400Trending NewsAnalyst ForecastTENBTenable4.9205 of 5 stars$31.16+0.4%$41.06+31.8%-24.8%$3.77B$900.02M-84.211,872News CoveragePositive NewsAnalyst UpgradeINTAIntapp3.5569 of 5 stars$45.34+1.4%$60.63+33.7%+0.7%$3.72B$504.12M-188.921,336Positive NewsAnalyst UpgradeMGNIMagnite3.6048 of 5 stars$25.35+2.0%$25.82+1.8%+69.5%$3.61B$668.17M87.42950Insider TradeNCNOnCino3.2745 of 5 stars$30.83+1.4%$33.94+10.1%+2.4%$3.57B$540.66M-106.311,833Insider Trade Related Companies and Tools Related Companies NET Competitors ZETA Competitors VERX Competitors CLBT Competitors KC Competitors FRSH Competitors TENB Competitors INTA Competitors MGNI Competitors NCNO 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 9/14/2025 by MarketBeat.com Staff From Our PartnersTrump set to Boost Social Security Checks by 400%?If you're collecting or planning to collect social security... You should see this presentation about Presi...InvestorPlace | SponsoredStunning new initiative unfolding in the White House?what I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredExpert Alert: Massive Bubble Could Crash Your WealthOn July 4th, Trump signed the “One Big Beautiful Bill,” adding $3.4 trillion to the national debt — and pushin...American Alternative | SponsoredWarren Buffett’s #1 AI Stock: Not Mag 7, And NOT on the NasdaqNew Amazon Crisis Could Tank U.S. Stock Market A new panic is halting AI projects at Amazon and could split...Altimetry | SponsoredElon’s Secret Social Security BombshellTo All Americans Born Before April 16th, 1963: Did Trump Just Give The Green Light To Radically RE-DO Social S...Banyan Hill Publishing | SponsoredChina’s message to TrumpDid China just fire shots at America? Last week, in Tiananmen Square, China put on a chilling display of mi...Porter & Company | SponsoredCrypto Income (almost instantly)How would you like to collect a small percentage of the $4 billion changing hands daily in the crypto market? ...Awesomely, LLC | Sponsored2013 Bitcoin miner reveals his trading system (free)There are 18,347 cryptocurrencies in the market right now. 99% of them will fail. And trying to pick winner...Crypto Swap Profits | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding Fastly, Inc. Please log in to your account or sign up in order to add this asset to your watchlist. Share Fastly With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
