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Fastly (FSLY) Competitors

$8.20
+0.11 (+1.36%)
(As of 07/26/2024 ET)

FSLY vs. BRZE, ZI, QTWO, BLKB, WK, BOX, FROG, FRSH, NCNO, and ASAN

Should you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Braze (BRZE), ZoomInfo Technologies (ZI), Q2 (QTWO), Blackbaud (BLKB), Workiva (WK), BOX (BOX), JFrog (FROG), Freshworks (FRSH), nCino (NCNO), and Asana (ASAN). These companies are all part of the "prepackaged software" industry.

Fastly vs.

Braze (NASDAQ:BRZE) and Fastly (NYSE:FSLY) are both business services companies, but which is the superior stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, institutional ownership, earnings, valuation, community ranking, profitability, risk and dividends.

Braze has a net margin of -25.06% compared to Braze's net margin of -25.26%. Braze's return on equity of -15.82% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Braze-25.06% -27.85% -15.66%
Fastly -25.26%-15.82%-9.82%

Braze has a beta of 1.06, indicating that its share price is 6% more volatile than the S&P 500. Comparatively, Fastly has a beta of 1.13, indicating that its share price is 13% more volatile than the S&P 500.

90.5% of Braze shares are held by institutional investors. Comparatively, 79.7% of Fastly shares are held by institutional investors. 24.0% of Braze shares are held by company insiders. Comparatively, 6.7% of Fastly shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock will outperform the market over the long term.

In the previous week, Fastly had 7 more articles in the media than Braze. MarketBeat recorded 18 mentions for Fastly and 11 mentions for Braze. Fastly's average media sentiment score of 0.75 beat Braze's score of 0.16 indicating that Braze is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Braze
6 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
4 Very Positive mention(s)
3 Positive mention(s)
11 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Braze currently has a consensus target price of $61.13, suggesting a potential upside of 42.48%. Fastly has a consensus target price of $13.69, suggesting a potential upside of 66.82%. Given Braze's higher possible upside, analysts plainly believe Fastly is more favorable than Braze.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Braze
0 Sell rating(s)
0 Hold rating(s)
17 Buy rating(s)
0 Strong Buy rating(s)
3.00
Fastly
1 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.25

Braze has higher earnings, but lower revenue than Fastly. Braze 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
Braze$471.80M9.24-$129.17M-$1.28-33.52
Fastly$505.99M2.22-$133.09M-$1.00-8.21

Fastly received 45 more outperform votes than Braze when rated by MarketBeat users. However, 56.94% of users gave Braze an outperform vote while only 50.60% of users gave Fastly an outperform vote.

CompanyUnderperformOutperform
BrazeOutperform Votes
82
56.94%
Underperform Votes
62
43.06%
FastlyOutperform Votes
127
50.60%
Underperform Votes
124
49.40%

Summary

Fastly beats Braze on 10 of the 19 factors compared between the two stocks.

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

MetricFastlyPrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$1.12B$22.73B$21.66B$18.51B
Dividend YieldN/A2.04%2.66%3.51%
P/E Ratio-8.2169.55259.0424.86
Price / Sales2.228.83596.4915.32
Price / CashN/A68.7731.2619.61
Price / Book1.109.526.805.07
Net Income-$133.09M$374.40M$631.42M$976.63M
7 Day Performance5.87%2.43%0.62%1.50%
1 Month Performance16.47%5.63%4.10%6.13%
1 Year Performance-52.98%3.37%12.04%7.83%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
BRZE
Braze
3.5487 of 5 stars
3.55 / 5 stars
$42.90
+3.1%
$61.13
+42.5%
-4.0%$4.36B$471.80M-33.521,548Short Interest ↑
ZI
ZoomInfo Technologies
3.8488 of 5 stars
3.85 / 5 stars
$11.59
+2.5%
$18.67
+61.1%
-54.6%$4.33B$1.25B57.953,516Analyst Forecast
News Coverage
QTWO
Q2
0.5691 of 5 stars
0.57 / 5 stars
$68.99
+3.8%
$56.27
-18.4%
+97.1%$4.15B$624.62M-51.102,315Upcoming Earnings
Analyst Downgrade
News Coverage
BLKB
Blackbaud
4.5238 of 5 stars
4.52 / 5 stars
$79.98
+1.4%
$88.00
+10.0%
+6.6%$4.13B$1.11B195.083,000Upcoming Earnings
Short Interest ↓
WK
Workiva
4.18 of 5 stars
4.18 / 5 stars
$74.52
-0.1%
$105.14
+41.1%
-30.5%$4.09B$630.04M-43.332,526Upcoming Earnings
Analyst Upgrade
News Coverage
BOX
BOX
3.3549 of 5 stars
3.35 / 5 stars
$28.03
+1.2%
$30.33
+8.2%
-9.5%$4.05B$1.04B38.402,530Positive News
FROG
JFrog
3.6222 of 5 stars
3.62 / 5 stars
$39.51
+3.3%
$45.07
+14.1%
+36.2%$4.03B$349.89M-84.061,400Analyst Forecast
Insider Selling
Short Interest ↓
News Coverage
Gap Up
FRSH
Freshworks
3.3062 of 5 stars
3.31 / 5 stars
$13.50
+2.0%
$21.53
+59.5%
-22.5%$3.96B$623.88M-33.754,900Upcoming Earnings
News Coverage
NCNO
nCino
3.1148 of 5 stars
3.11 / 5 stars
$33.54
+3.8%
$36.64
+9.2%
+5.2%$3.86B$476.54M-108.191,653Insider Selling
High Trading Volume
ASAN
Asana
2.2527 of 5 stars
2.25 / 5 stars
$15.37
+1.9%
$18.17
+18.2%
-31.3%$3.51B$652.50M-13.141,840Short Interest ↓
News Coverage

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This page (NYSE:FSLY) was last updated on 7/27/2024 by MarketBeat.com Staff

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