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Fastly (FSLY) Competitors

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$18.07 -1.84 (-9.24%)
Closing price 06/5/2026 04:00 PM Eastern
Extended Trading
$17.90 -0.16 (-0.91%)
As of 06/5/2026 07:59 PM Eastern
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FSLY vs. NET, FIG, GDDY, HUBS, and PINS

Should you buy Fastly stock or one of its competitors? MarketBeat compares Fastly with other companies and stocks that may be similar based on industry, sector, market capitalization, business model, investor interest, or shared news coverage. Companies and stocks commonly compared with Fastly include Cloudflare (NET), Figma (FIG), GoDaddy (GDDY), HubSpot (HUBS), and Pinterest (PINS). These companies are all part of the "computer software" industry.

How does Fastly compare to Cloudflare?

Fastly (NYSE:FSLY) and Cloudflare (NYSE:NET) 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, valuation, analyst recommendations, media sentiment, dividends, risk, institutional ownership and earnings.

Cloudflare has a net margin of -3.72% compared to Fastly's net margin of -23.49%. Cloudflare's return on equity of -5.65% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-23.49% -12.02% -7.83%
Cloudflare -3.72%-5.65%-1.34%

In the previous week, Cloudflare had 12 more articles in the media than Fastly. MarketBeat recorded 30 mentions for Cloudflare and 18 mentions for Fastly. Cloudflare's average media sentiment score of 1.08 beat Fastly's score of 0.30 indicating that Cloudflare is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Cloudflare
20 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
1 Very Negative mention(s)
Positive

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, large money managers and hedge funds believe a company will outperform the market over the long term.

Fastly presently has a consensus price target of $22.63, indicating a potential upside of 25.21%. Cloudflare has a consensus price target of $239.08, indicating a potential downside of 4.50%. 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
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27
Cloudflare
3 Sell rating(s)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.54

Fastly has a beta of 0.37, meaning that its stock price is 63% less volatile than the broader market. Comparatively, Cloudflare has a beta of 1.7, meaning that its stock price is 70% more volatile than the broader market.

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
Fastly$652.57M4.33-$158.06M-$0.69N/A
Cloudflare$2.17B40.82-$102.27M-$0.25N/A

Summary

Cloudflare beats Fastly on 14 of the 16 factors compared between the two stocks.

How does Fastly compare to Figma?

Fastly (NYSE:FSLY) and Figma (NYSE:FIG) are both mid-cap computer software companies, but which is the superior business? We will contrast the two companies based on the strength of their dividends, profitability, analyst recommendations, risk, valuation, institutional ownership, earnings and media sentiment.

Fastly has higher earnings, but lower revenue than Figma. Fastly is trading at a lower price-to-earnings ratio than Figma, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$652.57M4.33-$158.06M-$0.69N/A
Figma$1.06B9.17-$1.25B-$3.43N/A

Fastly currently has a consensus target price of $22.63, indicating a potential upside of 25.21%. Figma has a consensus target price of $38.63, indicating a potential upside of 77.77%. Given Figma's higher possible upside, analysts plainly believe Figma is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27
Figma
1 Sell rating(s)
10 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.20

79.7% of Fastly shares are held by institutional investors. 6.7% of Fastly shares are held by insiders. Comparatively, 45.2% of Figma shares are held by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a company will outperform the market over the long term.

Fastly has a net margin of -23.49% compared to Figma's net margin of -123.83%. Fastly's return on equity of -12.02% beat Figma's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-23.49% -12.02% -7.83%
Figma -123.83%-98.51%-61.42%

In the previous week, Fastly had 3 more articles in the media than Figma. MarketBeat recorded 18 mentions for Fastly and 15 mentions for Figma. Fastly's average media sentiment score of 0.30 beat Figma's score of 0.16 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Figma
5 Very Positive mention(s)
3 Positive mention(s)
2 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Fastly beats Figma on 9 of the 14 factors compared between the two stocks.

How does Fastly compare to GoDaddy?

GoDaddy (NYSE:GDDY) and Fastly (NYSE:FSLY) are both computer and technology companies, but which is the superior business? We will contrast the two businesses based on the strength of their dividends, earnings, analyst recommendations, institutional ownership, risk, media sentiment, profitability and valuation.

90.3% of GoDaddy shares are owned by institutional investors. Comparatively, 79.7% of Fastly shares are owned by institutional investors. 0.9% of GoDaddy shares are owned by company insiders. Comparatively, 6.7% of Fastly shares are owned by company 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.

GoDaddy has a net margin of 17.32% compared to Fastly's net margin of -23.49%. GoDaddy's return on equity of 366.90% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
GoDaddy17.32% 366.90% 10.73%
Fastly -23.49%-12.02%-7.83%

In the previous week, GoDaddy had 3 more articles in the media than Fastly. MarketBeat recorded 21 mentions for GoDaddy and 18 mentions for Fastly. GoDaddy's average media sentiment score of 0.75 beat Fastly's score of 0.30 indicating that GoDaddy is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
GoDaddy
15 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

GoDaddy has higher revenue and earnings than Fastly. Fastly is trading at a lower price-to-earnings ratio than GoDaddy, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
GoDaddy$4.95B2.26$875M$6.3213.38
Fastly$652.57M4.33-$158.06M-$0.69N/A

GoDaddy currently has a consensus price target of $120.57, indicating a potential upside of 42.53%. Fastly has a consensus price target of $22.63, indicating a potential upside of 25.21%. Given GoDaddy's stronger consensus rating and higher probable upside, analysts clearly believe GoDaddy is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
GoDaddy
0 Sell rating(s)
8 Hold rating(s)
6 Buy rating(s)
1 Strong Buy rating(s)
2.53
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

GoDaddy has a beta of 0.9, meaning that its stock price is 10% less volatile than the broader market. Comparatively, Fastly has a beta of 0.37, meaning that its stock price is 63% less volatile than the broader market.

Summary

GoDaddy beats Fastly on 15 of the 17 factors compared between the two stocks.

How does Fastly compare to HubSpot?

HubSpot (NYSE:HUBS) and Fastly (NYSE:FSLY) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, profitability, dividends, valuation, analyst recommendations, media sentiment, risk and earnings.

HubSpot has a net margin of 3.04% compared to Fastly's net margin of -23.49%. HubSpot's return on equity of 5.66% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
HubSpot3.04% 5.66% 3.04%
Fastly -23.49%-12.02%-7.83%

90.4% of HubSpot shares are held by institutional investors. Comparatively, 79.7% of Fastly shares are held by institutional investors. 3.7% of HubSpot 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 is poised for long-term growth.

In the previous week, HubSpot had 6 more articles in the media than Fastly. MarketBeat recorded 24 mentions for HubSpot and 18 mentions for Fastly. HubSpot's average media sentiment score of 0.61 beat Fastly's score of 0.30 indicating that HubSpot is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
HubSpot
11 Very Positive mention(s)
5 Positive mention(s)
3 Neutral mention(s)
3 Negative mention(s)
2 Very Negative mention(s)
Positive
Fastly
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral

HubSpot has higher revenue and earnings than Fastly. Fastly is trading at a lower price-to-earnings ratio than HubSpot, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
HubSpot$3.13B3.47$45.91M$1.91110.94
Fastly$652.57M4.33-$158.06M-$0.69N/A

HubSpot currently has a consensus target price of $311.00, suggesting a potential upside of 46.76%. Fastly has a consensus target price of $22.63, suggesting a potential upside of 25.21%. Given HubSpot's stronger consensus rating and higher possible upside, equities research analysts clearly believe HubSpot is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
HubSpot
2 Sell rating(s)
6 Hold rating(s)
22 Buy rating(s)
0 Strong Buy rating(s)
2.67
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

HubSpot has a beta of 1.21, suggesting that its stock price is 21% more volatile than the broader market. Comparatively, Fastly has a beta of 0.37, suggesting that its stock price is 63% less volatile than the broader market.

Summary

HubSpot beats Fastly on 14 of the 16 factors compared between the two stocks.

How does Fastly compare to Pinterest?

Fastly (NYSE:FSLY) and Pinterest (NYSE:PINS) are both computer and technology companies, but which is the superior business? We will compare the two businesses based on the strength of their institutional ownership, earnings, media sentiment, dividends, analyst recommendations, valuation, risk and profitability.

79.7% of Fastly shares are owned by institutional investors. Comparatively, 88.8% of Pinterest shares are owned by institutional investors. 6.7% of Fastly shares are owned by insiders. Comparatively, 8.1% of Pinterest shares are owned 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.

Pinterest has a net margin of 7.64% compared to Fastly's net margin of -23.49%. Pinterest's return on equity of 8.26% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-23.49% -12.02% -7.83%
Pinterest 7.64%8.26%6.76%

Fastly has a beta of 0.37, indicating that its stock price is 63% less volatile than the broader market. Comparatively, Pinterest has a beta of 0.92, indicating that its stock price is 8% less volatile than the broader market.

In the previous week, Pinterest had 13 more articles in the media than Fastly. MarketBeat recorded 31 mentions for Pinterest and 18 mentions for Fastly. Pinterest's average media sentiment score of 0.77 beat Fastly's score of 0.30 indicating that Pinterest is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
8 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Pinterest
21 Very Positive mention(s)
2 Positive mention(s)
5 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Fastly currently has a consensus target price of $22.63, suggesting a potential upside of 25.21%. Pinterest has a consensus target price of $27.40, suggesting a potential upside of 28.29%. Given Pinterest's stronger consensus rating and higher probable upside, analysts plainly believe Pinterest is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27
Pinterest
1 Sell rating(s)
18 Hold rating(s)
16 Buy rating(s)
0 Strong Buy rating(s)
2.43

Pinterest has higher revenue and earnings than Fastly. Fastly is trading at a lower price-to-earnings ratio than Pinterest, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$652.57M4.33-$158.06M-$0.69N/A
Pinterest$4.22B2.83$416.86M$0.4844.50

Summary

Pinterest beats Fastly on 15 of the 16 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$2.83B$17.03B$38.93B$23.05B
Dividend YieldN/A3.07%3.14%4.10%
P/E Ratio-18.8264.41171.3530.25
Price / Sales4.3340.62640.0622.10
Price / CashN/A73.2348.5923.97
Price / Book2.636.259.614.63
Net Income-$158.06M$386.39M$1.07B$1.07B
7 Day Performance1.75%-4.58%-1.00%-1.66%
1 Month Performance-7.33%1.05%4.47%-1.07%
1 Year Performance135.90%-8.97%157.99%21.20%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
3.4514 of 5 stars
$18.07
-9.2%
$22.63
+25.2%
+135.9%$2.83B$652.57MN/A1,100
NET
Cloudflare
2.0671 of 5 stars
$269.87
+11.6%
$236.68
-12.3%
+39.3%$85.48B$2.17BN/A5,156
FIG
Figma
3.1336 of 5 stars
$27.12
+6.4%
$38.63
+42.4%
N/A$11.36B$1.06BN/A1,886
GDDY
GoDaddy
4.8136 of 5 stars
$93.17
+8.6%
$120.57
+29.4%
-53.8%$11.36B$4.95B14.745,845
HUBS
HubSpot
4.5778 of 5 stars
$261.35
+18.5%
$311.00
+19.0%
-65.2%$11.30B$3.13B136.838,882

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This page (NYSE:FSLY) was last updated on 6/7/2026 by MarketBeat.com Staff.
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