Fastly (FSLY) Competitors $7.84 -0.11 (-1.32%) Closing price 10/17/2025 03:59 PM EasternExtended Trading$7.88 +0.05 (+0.63%) As of 10/17/2025 07:59 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, BOX, CLBT, DJT, ZETA, SAIC, OS, YOU, KC, and QUBTShould 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 BOX Cellebrite DI Trump Media & Technology Group Zeta Global Science Applications International OneStream CLEAR Secure Kingsoft Cloud Quantum Computing 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. Do analysts prefer NET or FSLY? 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) 2.50Fastly 1 Sell rating(s) 8 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.00 Which has preferable earnings and valuation, NET or FSLY? 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 RatioCloudflare$1.67B43.82-$78.80M-$0.34-617.47Fastly$543.68M2.12-$158.06M-$1.03-7.61 Is NET or FSLY 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 Cloudflare-6.22% -8.42% -2.52% Fastly -25.85%-11.98%-7.87% Do insiders and institutionals have more ownership in NET or FSLY? 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. Does the media refer more to NET or FSLY? 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 Which has more risk and volatility, NET or FSLY? 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. 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$19.64B$32.94B$21.84BDividend YieldN/A3.75%3.23%3.62%P/E Ratio-7.6172.92481.5732.43Price / Sales2.12111.601,479.5560.22Price / CashN/A80.8537.3424.21Price / Book1.149.177.414.59Net Income-$158.06M$356.34M$820.48M$1.02B7 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 Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)FSLYFastly3.1778 of 5 stars$7.84-1.3%$8.69+10.9%+8.9%$1.16B$543.68M-7.611,100Insider TradeNETCloudflare4.0816 of 5 stars$222.42+4.0%$196.54-11.6%+132.4%$77.51B$1.88B-654.164,263Trending NewsInsider TradeBOXBOX4.3025 of 5 stars$32.79-0.5%$38.25+16.7%-0.6%$4.75B$1.09B26.442,810Insider TradeCLBTCellebrite DI3.2192 of 5 stars$19.56+2.4%$21.75+11.2%-1.7%$4.68B$401.20M-25.741,167News CoveragePositive NewsDJTTrump Media & Technology GroupN/A$16.56+3.7%N/A-45.9%$4.59B$3.72M-33.802News CoverageGap DownZETAZeta Global3.5151 of 5 stars$18.91+2.8%$29.54+56.2%-40.5%$4.50B$1.01B-99.532,191SAICScience Applications International3.8378 of 5 stars$96.30-0.3%$115.10+19.5%-34.0%$4.43B$7.46B16.2426,000Positive NewsOSOneStream3.7806 of 5 stars$17.49-1.3%$29.94+71.2%-41.7%$4.25B$545.51M-11.741,500News CoverageInsider TradeYOUCLEAR Secure3.3818 of 5 stars$30.58+3.3%$34.71+13.5%-16.2%$4.06B$770.49M19.114,022Positive NewsKCKingsoft Cloud2.7815 of 5 stars$13.43+6.3%$17.27+28.6%+362.3%$4.06B$1.07B-11.7812,355Gap UpQUBTQuantum Computing2.3003 of 5 stars$21.46+12.9%$26.33+22.7%+2,006.9%$4.01B$263K-31.5630Gap Up Related Companies and Tools Related Companies NET Competitors BOX Competitors CLBT Competitors DJT Competitors ZETA Competitors SAIC Competitors OS Competitors YOU Competitors KC Competitors QUBT 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 10/18/2025 by MarketBeat.com Staff From Our PartnersREVEALED: Something Big Happening Behind White House DoorsWhat I just learned about what’s unfolding in the White House is truly stunning… And you need to see it for...Paradigm Press | SponsoredBuy alert: Move $1,000 before Tesla’s Optimus launchElon's $1,000,000,000,000 payday Elon Musk just made his biggest insider purchase of Tesla stock ever. 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