Fastly (FSLY) Competitors $8.42 -0.34 (-3.88%) Closing price 09/16/2025 03:59 PM EasternExtended Trading$8.42 0.00 (0.00%) As of 09/16/2025 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, 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 Cloudflare (NYSE:NET) and Fastly (NYSE:FSLY) are both computer and technology companies, but which is the better investment? We will contrast the two businesses based on the strength of their profitability, earnings, valuation, risk, institutional ownership, dividends, analyst recommendations and media sentiment. Which has better 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$1.67B45.82-$78.80M-$0.34-645.71Fastly$543.68M2.28-$158.06M-$1.03-8.17 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% Does the media refer more to NET or FSLY? In the previous week, Cloudflare had 15 more articles in the media than Fastly. MarketBeat recorded 25 mentions for Cloudflare and 10 mentions for Fastly. Cloudflare's average media sentiment score of 1.11 beat Fastly's score of 0.62 indicating that Cloudflare is being referred to more favorably in the media. Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment Cloudflare 19 Very Positive mention(s) 1 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Fastly 4 Very Positive mention(s) 2 Positive mention(s) 3 Neutral mention(s) 0 Negative mention(s) 0 Very Negative mention(s) Positive Do analysts rate NET or FSLY? Cloudflare presently has a consensus target price of $191.28, suggesting a potential downside of 12.87%. Fastly has a consensus target price of $8.69, suggesting a potential upside of 3.18%. Given Fastly's higher possible upside, analysts clearly 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 0 Sell rating(s) 9 Hold rating(s) 1 Buy rating(s) 0 Strong Buy rating(s) 2.10 Do insiders and institutionals hold more shares of 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 insiders. Comparatively, 6.7% of Fastly shares are held by insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a company is poised for long-term growth. Which has more risk and volatility, NET or FSLY? Cloudflare has a beta of 1.95, meaning that its stock price is 95% more volatile than the S&P 500. Comparatively, Fastly has a beta of 1.24, meaning that its stock price is 24% 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$1.29B$20.09B$32.03B$21.51BDividend YieldN/A3.50%3.15%3.50%P/E Ratio-8.1780.16448.9129.83Price / Sales2.28102.441,721.8653.44Price / CashN/A84.4837.2024.76Price / Book1.228.777.434.53Net Income-$158.06M$355.93M$809.77M$998.53M7 Day Performance14.48%2.67%2.63%1.09%1 Month Performance21.50%7.07%5.81%4.39%1 Year Performance14.32%70.69%24,268.61%13.83% Fastly Competitors List Export to ExcelCompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)FSLYFastly3.2279 of 5 stars$8.42-3.9%$8.69+3.2%+20.7%$1.29B$543.68M-8.171,100News CoverageHigh Trading VolumeNETCloudflare3.8018 of 5 stars$217.96+1.6%$191.28-12.2%+174.7%$75.96B$1.67B-641.074,263Positive NewsZETAZeta Global3.2114 of 5 stars$18.58-1.7%$30.14+62.3%-25.0%$4.42B$1.01B-97.772,191VERXVertex3.9215 of 5 stars$25.93+7.9%$43.69+68.5%-29.9%$4.14B$666.78M-78.571,900Positive NewsCLBTCellebrite DI3.5926 of 5 stars$17.09+2.9%$22.40+31.1%-1.5%$4.09B$401.20M-22.491,167Positive NewsAnalyst DowngradeKCKingsoft Cloud1.7336 of 5 stars$14.12+2.2%$15.40+9.1%+636.7%$3.95B$1.07B-12.3912,355Analyst ForecastGap DownFRSHFreshworks3.2661 of 5 stars$13.14+2.3%$20.29+54.4%+12.9%$3.83B$720.42M-73.004,400Analyst ForecastTENBTenable4.9192 of 5 stars$31.16+0.4%$41.06+31.8%-26.2%$3.77B$900.02M-84.211,872Positive NewsAnalyst UpgradeINTAIntapp3.5446 of 5 stars$45.34+1.4%$60.63+33.7%-6.1%$3.72B$504.12M-188.921,336News CoveragePositive NewsAnalyst UpgradeMGNIMagnite3.7458 of 5 stars$25.35+2.0%$25.82+1.8%+64.4%$3.61B$668.17M87.42950NCNOnCino3.2936 of 5 stars$30.83+1.4%$33.94+10.1%+1.0%$3.57B$540.66M-106.311,833 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 9/17/2025 by MarketBeat.com Staff From Our PartnersINVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting OffRight now, we’re witnessing a monumental shift in the world.Traders Agency | SponsoredWhy Trump’s “Smart Dollar” could rewrite the rulesMUST SEE: Donald Trump's Radical Overhaul of the U.S. Dollar Congress just approved President Trump's lates...Stansberry Research | SponsoredTrump's Law S.1582: $21T Dollar Revolution ComingDo you have money in any of these banks? 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