Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
FSLY.MX
HOLDFastly, Inc. · Technology · United States · $2.5B · Avg Vol: $5K/d
COMPANY DESCRIPTION
Fastly, Inc. operates an edge cloud platform designed to help developers build, secure, and deliver digital experiences at the edge of the internet. The company's competitive advantage lies in its highly programmable, low-latency content delivery network (CDN) and robust security features. While operating in a highly competitive market, Fastly caters to high-traffic, enterprise-grade digital brands requiring real-time data processing.
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 | — | -0.69 | — | — | — |
| 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.MX are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| FSLY.MX | Fastly, Inc.(you) | $2.5B | 51 | HOLD |
| NCNO | nCino, Inc. | $1.8B | 47 | HOLD |
| CCC | CCC Intelligent Solutions Holdings Inc. | $3.4B | 44 | HOLD |
| PEGA | Pegasystems Inc. | $4.4B | 49 | HOLD |
| INTA | Intapp, Inc. | $2.1B | 40 | HOLD |
| BL | BlackLine, Inc. | $1.7B | 42 | HOLD |
| BRZE | Braze, Inc. | $2.5B | 34 | SELL |
| PDFS | PDF Solutions, Inc. | $2.1B | 37 | HOLD |
| QTWO | Q2 Holdings, Inc. | $3.4B | 63 | HOLD |
| WK | Workiva Inc. | $2.9B | 36 | HOLD |
Peer medians: ROE 7.6% · P/E 37.2x · Gross margin 53.1%