Fastly (FSLY) Competitors

$8.70
-0.19 (-2.14%)
(As of 05/17/2024 ET)

FSLY vs. OPRA, ENFN, PDFS, BASE, DCBO, VTEX, EVBG, TUYA, ZUO, and MOMO

Should you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Opera (OPRA), Enfusion (ENFN), PDF Solutions (PDFS), Couchbase (BASE), Docebo (DCBO), VTEX (VTEX), Everbridge (EVBG), Tuya (TUYA), Zuora (ZUO), and Hello Group (MOMO). These companies are all part of the "prepackaged software" industry.

Fastly vs.

Fastly (NYSE:FSLY) and Opera (NASDAQ:OPRA) are both small-cap computer and technology companies, but which is the better investment? We will compare the two companies based on the strength of their institutional ownership, earnings, community ranking, media sentiment, valuation, dividends, profitability, risk and analyst recommendations.

Fastly received 15 more outperform votes than Opera when rated by MarketBeat users. However, 58.73% of users gave Opera an outperform vote while only 50.40% of users gave Fastly an outperform vote.

CompanyUnderperformOutperform
FastlyOutperform Votes
126
50.40%
Underperform Votes
124
49.60%
OperaOutperform Votes
111
58.73%
Underperform Votes
78
41.27%

79.7% of Fastly shares are held by institutional investors. Comparatively, 10.2% of Opera shares are held by institutional investors. 6.7% of Fastly shares are held by company insiders. Comparatively, 84.4% of Opera shares are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a company will outperform the market over the long term.

Fastly presently has a consensus target price of $14.61, suggesting a potential upside of 67.94%. Opera has a consensus target price of $21.17, suggesting a potential upside of 59.75%. Given Fastly's higher probable upside, equities research analysts plainly believe Fastly is more favorable than Opera.

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

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

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Fastly$505.99M2.35-$133.09M-$1.00-8.70
Opera$396.83M2.95$153.30M$1.887.05

Opera has a net margin of 41.00% compared to Fastly's net margin of -25.26%. Opera's return on equity of 19.52% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-25.26% -15.82% -9.82%
Opera 41.00%19.52%17.68%

Fastly has a beta of 1.21, indicating that its stock price is 21% more volatile than the S&P 500. Comparatively, Opera has a beta of 0.8, indicating that its stock price is 20% less volatile than the S&P 500.

In the previous week, Opera had 21 more articles in the media than Fastly. MarketBeat recorded 29 mentions for Opera and 8 mentions for Fastly. Fastly's average media sentiment score of 0.21 beat Opera's score of 0.14 indicating that Fastly is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Fastly
3 Very Positive mention(s)
0 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Neutral
Opera
6 Very Positive mention(s)
5 Positive mention(s)
10 Neutral mention(s)
6 Negative mention(s)
2 Very Negative mention(s)
Neutral

Summary

Opera beats Fastly on 12 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$1.19B$22.12B$20.72B$18.06B
Dividend YieldN/A2.04%2.69%3.43%
P/E Ratio-8.7082.88268.2126.20
Price / Sales2.3510.93551.0910.25
Price / CashN/A69.2429.2220.15
Price / Book1.209.586.656.01
Net Income-$133.09M$374.44M$633.98M$966.25M
7 Day Performance0.81%3.02%2.04%1.87%
1 Month Performance-29.73%6.46%5.55%7.16%
1 Year Performance-34.29%17.44%24.66%21.68%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OPRA
Opera
4.3361 of 5 stars
$14.03
+0.2%
$21.17
+50.9%
-1.9%$1.24B$411.65M7.46592
ENFN
Enfusion
0.8646 of 5 stars
$9.26
+1.2%
$9.33
+0.8%
+26.4%$1.19B$174.54M308.771,102Positive News
High Trading Volume
PDFS
PDF Solutions
3.517 of 5 stars
$33.85
+0.5%
$44.00
+30.0%
-11.6%$1.30B$165.84M677.00493Insider Selling
BASE
Couchbase
3.3146 of 5 stars
$25.99
-0.3%
$32.40
+24.7%
+64.7%$1.30B$180.04M-15.29796Insider Selling
DCBO
Docebo
4.3048 of 5 stars
$37.35
+3.0%
$56.50
+51.3%
+16.3%$1.13B$180.84M169.77900Analyst Forecast
Short Interest ↓
VTEX
VTEX
1.8118 of 5 stars
$7.33
+11.9%
$8.79
+19.9%
+71.0%$1.35B$201.52M-183.251,277Analyst Upgrade
High Trading Volume
EVBG
Everbridge
3.0364 of 5 stars
$34.74
+0.1%
$29.00
-16.5%
+42.9%$1.45B$448.79M-22.271,593Analyst Forecast
News Coverage
TUYA
Tuya
1.1663 of 5 stars
$1.98
+3.7%
$2.70
+36.4%
+15.3%$998.69M$229.99M-18.001,465Upcoming Earnings
ZUO
Zuora
1.4701 of 5 stars
$10.27
+1.0%
$12.00
+16.9%
+24.3%$1.48B$431.66M-21.381,618Upcoming Earnings
Analyst Forecast
MOMO
Hello Group
3.687 of 5 stars
$6.05
-1.8%
$16.00
+164.5%
-29.9%$876.65M$1.69B4.381,382Analyst Downgrade
News Coverage

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This page (NYSE:FSLY) was last updated on 5/18/2024 by MarketBeat.com Staff

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