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
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 dividends, profitability, risk, earnings, analyst recommendations, institutional ownership, valuation and media sentiment.
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.
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.
Fastly has a beta of 1.23, suggesting that its share price is 23% more volatile than the S&P 500. Comparatively, Cloudflare has a beta of 1.85, suggesting that its share price is 85% more volatile than the S&P 500.
Fastly presently has a consensus price target of $8.28, indicating a potential upside of 20.84%. Cloudflare has a consensus price target of $148.92, indicating a potential downside of 20.37%. Given Fastly's higher probable upside, research analysts plainly believe Fastly is more favorable than Cloudflare.
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 company insiders. Comparatively, 10.9% of Cloudflare shares are held by company insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock will outperform the market over the long term.
In the previous week, Cloudflare had 25 more articles in the media than Fastly. MarketBeat recorded 29 mentions for Cloudflare and 4 mentions for Fastly. Cloudflare's average media sentiment score of 0.81 beat Fastly's score of 0.63 indicating that Cloudflare is being referred to more favorably in the news media.
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.
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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This page (NYSE:FSLY) was last updated on 7/16/2025 by MarketBeat.com Staff
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