Fastly (FSLY) and The Competition Head to Head Survey

Fastly (NASDAQ:FSLY) is one of 271 publicly-traded companies in the “IT Services” industry, but how does it weigh in compared to its rivals? We will compare Fastly to related companies based on the strength of its valuation, earnings, risk, dividends, institutional ownership, analyst recommendations and profitability.

Profitability

This table compares Fastly and its rivals’ net margins, return on equity and return on assets.

	Net Margins	Return on Equity	Return on Assets
Fastly	-11.80%	-6.31%	-4.04%
Fastly Competitors	-191.23%	-32.14%	-8.65%

Institutional and Insider Ownership

79.7% of Fastly shares are held by institutional investors. Comparatively, 36.7% of shares of all “IT Services” companies are held by institutional investors. 4.2% of Fastly shares are held by company insiders. Comparatively, 20.5% of shares of all “IT Services” companies are held by company insiders. Strong institutional ownership is an indication that large money managers, endowments and hedge funds believe a stock is poised for long-term growth.

Valuation and Earnings

This table compares Fastly and its rivals top-line revenue, earnings per share (EPS) and valuation.

	Gross Revenue	Net Income	Price/Earnings Ratio
Fastly	$624.02 million	-$121.68 million	-39.75
Fastly Competitors	$3.24 billion	$227.67 million	-31.38

Fastly’s rivals have higher revenue and earnings than Fastly. Fastly is trading at a lower price-to-earnings ratio than its rivals, indicating that it is currently more affordable than other companies in its industry.

Risk and Volatility

Fastly has a beta of 0.22, suggesting that its stock price is 78% less volatile than the S&P 500. Comparatively, Fastly’s rivals have a beta of 2.15, suggesting that their average stock price is 115% more volatile than the S&P 500.

Analyst Recommendations

This is a breakdown of recent recommendations and price targets for Fastly and its rivals, as provided by MarketBeat.com.

	Sell Ratings	Hold Ratings	Buy Ratings	Strong Buy Ratings	Rating Score
Fastly	2	5	7	1	2.47
Fastly Competitors	1986	5634	9426	342	2.47

Fastly presently has a consensus target price of $27.42, indicating a potential upside of 30.12%. As a group, “IT Services” companies have a potential upside of 23.43%. Given Fastly’s higher probable upside, analysts clearly believe Fastly is more favorable than its rivals.

About Fastly

Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. The company offers network services to speed up and optimize the delivery of web and application traffic; device detection and geolocation; content delivery network, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, programmatic control, content compression, reliability features, fanout, domainr, privacy, and modern protocols and performance services; and video/ streaming solutions and services, including live streaming, video on demand, and media shield. It also provides security solutions, such as DDoS protection, next-gen WAF, bot management, API and ATO protection, advanced rate limiting, and compliance services; load balancing; image optimization; transport layer security (TLS), platform TLS, and certainly; and origin connect. It serves customers operating in digital publishing, media and entertainment, technology, online education, travel and hospitality, and financial services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was incorporated in 2011 and is headquartered in San Francisco, California.