Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FSLY
HOLDFastly, Inc. · Technology · United States · $3.2B · Avg Vol: $103M/d
COMPANY DESCRIPTION
Fastly, Inc. operates an edge cloud platform that helps developers build, secure, and deliver digital experiences at the edge of the internet. The company's programmable platform is optimized for high-speed content delivery, real-time image optimization, and robust web application security. Fastly's competitive advantage lies in its modern, software-defined architecture and high-performance network, which serves major digital enterprises globally.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR | TTM | 2026E | 2027E | Fwd CAGR |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | 432.7M | 506.0M | 543.7M | 624.0M | 13.0% | 652.6M | 718.6M | 800.4M | 13.3% |
| EPS | -1.57 | -1.03 | -1.14 | -0.83 | — | -0.68 | — | — | — |
| Shares | 124.3M | 133.0M | 142.1M | 151.5M | +21.9% | 156.5M | — | — | — |
| Debt | 833.5M | 433.3M | 404.7M | 430.2M | -19.8% | 397.7M | — | — | — |
| Equity | 955.2M | 979.5M | 965.3M | 929.6M | -0.9% | — | — | — | — |
| Op CF | -69.6M | 0.4M | 16.4M | 94.4M | 1515.2% | 106.0M | — | — | — |
| Inv CF | 235.8M | 294.9M | 178.9M | -213.0M | — | — | — | — | — |
| Fin CF | -189.1M | -331.4M | -17.1M | 12.8M | — | — | — | — | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Technology, ranked by industry match, size, and score similarity. Cross-listings of FSLY are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FSLY | Fastly, Inc.(you) | $3.2B | 47 | HOLD |
| CCC | CCC Intelligent Solutions Holdings Inc. | $3.4B | 44 | HOLD |
| PEGA | Pegasystems Inc. | $4.4B | 49 | HOLD |
| NCNO | nCino, Inc. | $1.8B | 47 | HOLD |
| WK | Workiva Inc. | $2.9B | 36 | HOLD |
| INTA | Intapp, Inc. | $2.1B | 40 | HOLD |
| BILL | BILL Holdings, Inc. | $4.3B | 38 | HOLD |
| BL | BlackLine, Inc. | $1.7B | 42 | HOLD |
| KVYO | Klaviyo, Inc. | $4.9B | 38 | HOLD |
| QTWO | Q2 Holdings, Inc. | $3.4B | 63 | HOLD |
Peer medians: ROE 7.6% · P/E 37.2x · Gross margin 53.1%