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Fastly (FSLY) Competitors

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$20.77 +1.69 (+8.86%)
Closing price 06/2/2026 04:00 PM Eastern
Extended Trading
$20.54 -0.23 (-1.11%)
As of 05:52 AM Eastern
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FSLY vs. NET, FIG, BSY, SNAP, and DOCU

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), Bentley Systems (BSY), Snap (SNAP), and Docusign (DOCU). These companies are all part of the "computer software" industry.

How does Fastly compare to Cloudflare?

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

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 stock is poised for long-term growth.

Cloudflare presently has a consensus target price of $236.68, indicating a potential downside of 13.20%. Fastly has a consensus target price of $22.63, indicating a potential upside of 8.93%. Given Fastly's higher probable 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)
7 Hold rating(s)
18 Buy rating(s)
0 Strong Buy rating(s)
2.54
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

Cloudflare has a beta of 1.7, suggesting that its stock price is 70% more volatile than the broader market. Comparatively, Fastly has a beta of 0.49, suggesting that its stock price is 51% less volatile than the broader market.

In the previous week, Cloudflare had 19 more articles in the media than Fastly. MarketBeat recorded 34 mentions for Cloudflare and 15 mentions for Fastly. Cloudflare's average media sentiment score of 1.11 beat Fastly's score of 0.71 indicating that Cloudflare is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Cloudflare
24 Very Positive mention(s)
4 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
7 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

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$2.17B44.46-$102.27M-$0.25N/A
Fastly$652.57M4.98-$158.06M-$0.69N/A

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
Cloudflare-3.72% -5.65% -1.34%
Fastly -23.49%-12.02%-7.83%

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 computer software companies, but which is the better business? We will compare the two businesses based on the strength of their profitability, risk, media sentiment, dividends, institutional ownership, analyst recommendations, earnings and valuation.

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$652.57M4.98-$158.06M-$0.69N/A
Figma$1.16B9.30-$1.25B-$3.43N/A

79.7% of Fastly shares are held by institutional investors. 6.7% of Fastly 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.

In the previous week, Fastly had 5 more articles in the media than Figma. MarketBeat recorded 15 mentions for Fastly and 10 mentions for Figma. Fastly's average media sentiment score of 0.71 beat Figma's score of 0.08 indicating that Fastly is being referred to more favorably in the media.

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

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%

Fastly presently has a consensus price target of $22.63, indicating a potential upside of 8.93%. Figma has a consensus price target of $38.63, indicating a potential upside of 59.35%. Given Figma's higher possible upside, analysts clearly 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

Summary

Fastly beats Figma on 10 of the 14 factors compared between the two stocks.

How does Fastly compare to Bentley Systems?

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

79.7% of Fastly shares are held by institutional investors. Comparatively, 44.2% of Bentley Systems shares are held by institutional investors. 6.7% of Fastly shares are held by company insiders. Comparatively, 20.3% of Bentley Systems shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

In the previous week, Fastly had 7 more articles in the media than Bentley Systems. MarketBeat recorded 15 mentions for Fastly and 8 mentions for Bentley Systems. Fastly's average media sentiment score of 0.71 beat Bentley Systems' score of 0.68 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
7 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Bentley Systems
3 Very Positive mention(s)
0 Positive mention(s)
2 Neutral mention(s)
1 Negative mention(s)
0 Very Negative mention(s)
Positive

Fastly has a beta of 0.49, indicating that its share price is 51% less volatile than the broader market. Comparatively, Bentley Systems has a beta of 1, indicating that its share price has a similar volatility profile to the broader market.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$652.57M4.98-$158.06M-$0.69N/A
Bentley Systems$1.50B6.62$277.86M$0.8838.64

Bentley Systems has a net margin of 18.12% compared to Fastly's net margin of -23.49%. Bentley Systems' return on equity of 28.65% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-23.49% -12.02% -7.83%
Bentley Systems 18.12%28.65%9.79%

Fastly presently has a consensus price target of $22.63, indicating a potential upside of 8.93%. Bentley Systems has a consensus price target of $47.00, indicating a potential upside of 38.24%. Given Bentley Systems' stronger consensus rating and higher probable upside, analysts clearly believe Bentley Systems 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
Bentley Systems
2 Sell rating(s)
4 Hold rating(s)
9 Buy rating(s)
0 Strong Buy rating(s)
2.47

Summary

Bentley Systems beats Fastly on 13 of the 16 factors compared between the two stocks.

How does Fastly compare to Snap?

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

Snap currently has a consensus price target of $7.91, suggesting a potential upside of 37.13%. Fastly has a consensus price target of $22.63, suggesting a potential upside of 8.93%. Given Snap's stronger consensus rating and higher probable upside, equities analysts clearly believe Snap is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Snap
2 Sell rating(s)
22 Hold rating(s)
10 Buy rating(s)
1 Strong Buy rating(s)
2.29
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

47.5% of Snap shares are owned by institutional investors. Comparatively, 79.7% of Fastly shares are owned by institutional investors. 6.7% of Fastly shares are owned by company insiders. Strong institutional ownership is an indication that hedge funds, large money managers and endowments believe a company will outperform the market over the long term.

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Snap$5.93B1.64-$460.49M-$0.24N/A
Fastly$652.57M4.98-$158.06M-$0.69N/A

In the previous week, Snap had 5 more articles in the media than Fastly. MarketBeat recorded 20 mentions for Snap and 15 mentions for Fastly. Fastly's average media sentiment score of 0.71 beat Snap's score of 0.62 indicating that Fastly is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Snap
8 Very Positive mention(s)
0 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
7 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Snap has a beta of 1.03, indicating that its stock price is 3% more volatile than the broader market. Comparatively, Fastly has a beta of 0.49, indicating that its stock price is 51% less volatile than the broader market.

Snap has a net margin of -6.72% compared to Fastly's net margin of -23.49%. Fastly's return on equity of -12.02% beat Snap's return on equity.

Company Net Margins Return on Equity Return on Assets
Snap-6.72% -18.92% -5.44%
Fastly -23.49%-12.02%-7.83%

Summary

Snap beats Fastly on 10 of the 17 factors compared between the two stocks.

How does Fastly compare to Docusign?

Docusign (NASDAQ:DOCU) and Fastly (NYSE:FSLY) are both computer and technology companies, but which is the better stock? We will compare the two companies based on the strength of their media sentiment, valuation, profitability, institutional ownership, earnings, dividends, risk and analyst recommendations.

In the previous week, Docusign had 9 more articles in the media than Fastly. MarketBeat recorded 24 mentions for Docusign and 15 mentions for Fastly. Docusign's average media sentiment score of 1.07 beat Fastly's score of 0.71 indicating that Docusign is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Docusign
13 Very Positive mention(s)
1 Positive mention(s)
6 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Fastly
7 Very Positive mention(s)
1 Positive mention(s)
1 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Docusign presently has a consensus target price of $61.40, suggesting a potential upside of 11.43%. Fastly has a consensus target price of $22.63, suggesting a potential upside of 8.93%. Given Docusign's higher possible upside, equities research analysts plainly believe Docusign is more favorable than Fastly.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Docusign
2 Sell rating(s)
14 Hold rating(s)
3 Buy rating(s)
0 Strong Buy rating(s)
2.05
Fastly
1 Sell rating(s)
6 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.27

Docusign has a beta of 0.92, indicating that its stock price is 8% less volatile than the broader market. Comparatively, Fastly has a beta of 0.49, indicating that its stock price is 51% less volatile than the broader market.

Docusign has a net margin of 9.60% compared to Fastly's net margin of -23.49%. Docusign's return on equity of 16.86% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Docusign9.60% 16.86% 8.27%
Fastly -23.49%-12.02%-7.83%

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Docusign$3.22B3.33$309.08M$1.4837.23
Fastly$652.57M4.98-$158.06M-$0.69N/A

77.6% of Docusign shares are owned by institutional investors. Comparatively, 79.7% of Fastly shares are owned by institutional investors. 0.6% of Docusign shares are owned by company insiders. Comparatively, 6.7% of Fastly shares are owned by company 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.

Summary

Docusign beats Fastly on 11 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$3.25B$18.26B$41.29B$23.16B
Dividend YieldN/A2.86%3.10%4.09%
P/E Ratio-21.6467.69174.0831.31
Price / Sales4.9847.95630.0124.50
Price / CashN/A82.0351.7724.80
Price / Book3.026.7910.254.74
Net Income-$158.06M$386.39M$1.06B$1.07B
7 Day Performance23.85%8.23%5.21%0.62%
1 Month Performance-26.01%10.28%12.52%1.54%
1 Year Performance169.22%0.40%172.32%26.87%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
2.2099 of 5 stars
$20.77
+8.9%
$22.63
+8.9%
+178.6%$3.25B$652.57MN/A1,100
NET
Cloudflare
2.0426 of 5 stars
$216.24
+0.0%
$236.68
+9.5%
+60.5%$76.41B$2.17BN/A5,156
FIG
Figma
2.8325 of 5 stars
$22.84
+0.6%
$38.63
+69.1%
N/A$10.12B$1.06BN/A1,886
BSY
Bentley Systems
4.4334 of 5 stars
$33.16
flat
$47.69
+43.8%
-28.6%$9.69B$1.50B37.687,900
SNAP
Snap
3.1548 of 5 stars
$5.72
-0.1%
$7.91
+38.3%
-29.7%$9.66B$5.93BN/A5,261

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This page (NYSE:FSLY) was last updated on 6/3/2026 by MarketBeat.com Staff.
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