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Fastly (FSLY) Competitors

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$6.93 +0.02 (+0.29%)
Closing price 03:59 PM Eastern
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$6.96 +0.03 (+0.43%)
As of 07:57 PM Eastern
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FSLY vs. NET, VERX, KC, FRSH, RUM, TENB, ZI, GRND, CLBT, and MGNI

Should you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Cloudflare (NET), Vertex (VERX), Kingsoft Cloud (KC), Freshworks (FRSH), Rumble (RUM), Tenable (TENB), ZoomInfo Technologies (ZI), Grindr (GRND), Cellebrite DI (CLBT), and Magnite (MGNI). These companies are all part of the "computer software" industry.

Fastly vs. Its Competitors

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

Fastly has a beta of 1.19, suggesting that its share price is 19% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.84, suggesting that its share price is 84% more volatile than the S&P 500.

In the previous week, Cloudflare had 9 more articles in the media than Fastly. MarketBeat recorded 27 mentions for Cloudflare and 18 mentions for Fastly. Cloudflare's average media sentiment score of 1.44 beat Fastly's score of 0.70 indicating that Cloudflare is being referred to more favorably in the news media.

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

Cloudflare has a net margin of -6.22% compared to Fastly's net margin of -25.85%. Cloudflare's return on equity of -8.42% beat Fastly's return on equity.

Company Net Margins Return on Equity Return on Assets
Fastly-25.85% -11.98% -7.87%
Cloudflare -6.22%-8.42%-2.52%

79.7% of Fastly shares are owned by institutional investors. Comparatively, 82.7% of Cloudflare shares are owned by institutional investors. 6.7% of Fastly shares are owned by company insiders. Comparatively, 10.9% of Cloudflare shares are owned 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.

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$543.68M1.88-$158.06M-$1.03-6.73
Cloudflare$1.67B41.90-$78.80M-$0.34-590.41

Fastly currently has a consensus target price of $8.69, indicating a potential upside of 25.36%. Cloudflare has a consensus target price of $186.88, indicating a potential downside of 6.90%. Given Fastly's higher probable upside, research analysts plainly believe Fastly is more favorable than Cloudflare.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Fastly
0 Sell rating(s)
9 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.10
Cloudflare
3 Sell rating(s)
9 Hold rating(s)
15 Buy rating(s)
1 Strong Buy rating(s)
2.50

Summary

Cloudflare beats Fastly on 15 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$1.02B$19.56B$30.02B$20.96B
Dividend YieldN/A3.42%3.10%3.59%
P/E Ratio-6.7372.1151.5527.94
Price / Sales1.88197.411,332.4855.97
Price / CashN/A82.5836.2723.77
Price / Book1.0817.909.485.26
Net Income-$158.06M$347.70M$803.97M$994.11M
7 Day Performance-1.00%0.91%1.03%1.78%
1 Month Performance1.17%-0.35%0.73%2.03%
1 Year Performance10.44%62.87%24,093.21%12.80%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
FSLY
Fastly
3.8707 of 5 stars
$6.93
+0.3%
$8.69
+25.4%
+15.3%$1.02B$543.68M-6.731,100
NET
Cloudflare
3.9845 of 5 stars
$200.85
-1.8%
$186.88
-7.0%
+139.6%$69.99B$1.67B-590.734,263Gap Up
VERX
Vertex
4.2119 of 5 stars
$24.97
-2.7%
$43.69
+75.0%
-29.3%$3.96B$710.51M-75.661,900Positive News
KC
Kingsoft Cloud
1.424 of 5 stars
$13.39
-1.2%
$11.33
-15.4%
+464.3%$3.74B$7.98B-12.1712,355Upcoming Earnings
Gap Up
FRSH
Freshworks
3.6822 of 5 stars
$12.30
-2.7%
$20.29
+65.0%
+17.1%$3.58B$782.10M-68.304,400Short Interest ↓
RUM
Rumble
1.9744 of 5 stars
$8.11
+2.9%
$14.00
+72.6%
+33.2%$3.52B$101.46M-5.6370Earnings Report
Analyst Revision
Gap Up
High Trading Volume
TENB
Tenable
4.8349 of 5 stars
$28.59
-1.4%
$41.06
+43.6%
-29.9%$3.49B$900.02M-77.281,872
ZI
ZoomInfo Technologies
0.887 of 5 stars
$9.82
-5.5%
$11.00
+12.0%
+13.8%$3.36B$1.21B327.443,540Positive News
GRND
Grindr
3.2371 of 5 stars
$16.97
+8.1%
$22.60
+33.2%
+36.3%$3.32B$363.23M-38.56112Insider Trade
CLBT
Cellebrite DI
3.3961 of 5 stars
$13.51
-0.4%
$22.43
+66.0%
+9.7%$3.24B$419.17M-14.081,167Trending News
Earnings Report
Analyst Forecast
MGNI
Magnite
3.0269 of 5 stars
$22.09
-1.7%
$25.82
+16.9%
+88.4%$3.14B$668.17M76.16950Insider Trade

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This page (NYSE:FSLY) was last updated on 8/15/2025 by MarketBeat.com Staff
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