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Fastly (FSLY) Competitors

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$6.80 +0.09 (+1.27%)
Closing price 03:59 PM Eastern
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$6.79 0.00 (-0.07%)
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FSLY vs. NET, PYCR, RUM, INTA, AVPT, WK, YOU, CLBT, BL, and ZI

Should you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Cloudflare (NET), Paycor HCM (PYCR), Rumble (RUM), Intapp (INTA), AvePoint (AVPT), Workiva (WK), CLEAR Secure (YOU), Cellebrite DI (CLBT), BlackLine (BL), and ZoomInfo Technologies (ZI). 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 business? We will compare the two companies based on the strength of their earnings, dividends, risk, institutional ownership, valuation, profitability, media sentiment and analyst recommendations.

Cloudflare has a net margin of -4.62% compared to Fastly's net margin of -27.73%. Cloudflare's return on equity of -6.31% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Cloudflare-4.62% -6.31% -2.10%
Fastly -27.73%-12.29%-8.13%

Cloudflare has a beta of 1.85, suggesting that its stock price is 85% more volatile than the S&P 500. Comparatively, Fastly has a beta of 1.23, suggesting that its stock price is 23% more volatile than the S&P 500.

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$1.67B37.93-$78.80M-$0.23-794.49
Fastly$543.68M1.81-$158.06M-$1.09-6.23

In the previous week, Cloudflare had 26 more articles in the media than Fastly. MarketBeat recorded 30 mentions for Cloudflare and 4 mentions for Fastly. Fastly's average media sentiment score of 0.91 beat Cloudflare's score of 0.89 indicating that Fastly is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
21 Very Positive mention(s)
2 Positive mention(s)
2 Neutral mention(s)
2 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
2 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

82.7% of Cloudflare shares are owned by institutional investors. Comparatively, 79.7% of Fastly shares are owned by institutional investors. 10.9% of Cloudflare shares are owned by company insiders. Comparatively, 6.7% of Fastly shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Cloudflare currently has a consensus target price of $148.92, suggesting a potential downside of 18.50%. Fastly has a consensus target price of $8.28, suggesting a potential upside of 21.82%. Given Fastly's higher probable 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)
10 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.48
Fastly
0 Sell rating(s)
10 Hold rating(s)
0 Buy rating(s)
0 Strong Buy rating(s)
2.00

Summary

Cloudflare beats Fastly on 14 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$983.17M$18.05B$27.89B$20.66B
Dividend YieldN/A2.47%3.13%3.71%
P/E Ratio-6.2372.3033.9227.83
Price / Sales1.81349.961,959.3156.10
Price / CashN/A83.8633.7117.94
Price / Book0.998.497.294.60
Net Income-$158.06M$337.83M$774.15M$989.58M
7 Day Performance-3.75%0.09%0.45%1.16%
1 Month Performance-3.27%7.51%6.35%5.49%
1 Year Performance-8.67%52.59%52,837.35%10.60%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
3.9163 of 5 stars
$6.80
+1.3%
$8.28
+21.8%
-9.9%$983.17M$543.68M-6.231,100
NET
Cloudflare
3.8451 of 5 stars
$192.96
+0.9%
$145.92
-24.4%
+120.4%$66.88B$1.67B-838.964,263Analyst Forecast
PYCR
Paycor HCM
N/A$22.49
flat
$21.70
-3.5%
N/A$4.09B$699.73M-187.40460
RUM
Rumble
1.7467 of 5 stars
$8.99
-4.2%
$14.00
+55.7%
+50.7%$3.90B$95.49M-6.2470
INTA
Intapp
3.6401 of 5 stars
$47.50
-1.3%
$65.22
+37.3%
+25.8%$3.85B$430.52M-197.921,235News Coverage
Analyst Downgrade
AVPT
AvePoint
0.8542 of 5 stars
$18.87
+0.1%
$17.40
-7.8%
+72.4%$3.83B$330.48M-145.142,934Positive News
WK
Workiva
4.4533 of 5 stars
$68.55
-1.0%
$103.80
+51.4%
-9.5%$3.82B$738.68M-58.592,828
YOU
CLEAR Secure
4.2914 of 5 stars
$28.65
-1.2%
$32.00
+11.7%
+46.3%$3.81B$802.81M17.914,022Positive News
Analyst Downgrade
CLBT
Cellebrite DI
2.9481 of 5 stars
$15.28
-1.1%
$22.43
+46.8%
+24.4%$3.66B$401.20M-15.921,167Positive News
BL
BlackLine
4.1315 of 5 stars
$57.27
-0.9%
$60.54
+5.7%
+11.8%$3.57B$653.34M41.501,830Positive News
ZI
ZoomInfo Technologies
0.7887 of 5 stars
$10.26
+2.2%
$10.63
+3.6%
-13.0%$3.51B$1.21B342.113,540News Coverage
Positive News

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This page (NYSE:FSLY) was last updated on 7/14/2025 by MarketBeat.com Staff
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