FSLY vs NET
FSLY: Fastly is an edge cloud platform that secures, accelerates, and delivers digital experiences at global scale while managing AI-driven traffic for enterprises. NET: Cloudflare operates a global edge network that consolidates security, performance, and reliability for businesses moving to the cloud, increasingly enabling AI-powered applications at scale.
Side-by-side fundamentals
| Metric | FSLY | NET | Edge |
|---|---|---|---|
| Price as of 2026-07-22 close | $20.46 | $268.98 | |
| Market cap as of 2026-07-23 | $3.2B | $95.9B | |
| PEG as of 2026-07-23 | 1.04 | -243.53 | NET lower |
| Net margin as of 2026-07-23 | -15.8% | -3.7% | NET higher |
| Gross margin as of 2026-07-23 | +59.4% | +73.3% | NET higher |
| Operating margin as of 2026-07-23 | -15.9% | -9.3% | NET higher |
| ROE as of 2026-07-23 | -10.9% | -6.2% | NET higher |
| ROA as of 2026-07-23 | -6.9% | -1.5% | NET higher |
| Debt / equity as of 2026-07-23 | 0.33 | 2.14 | FSLY lower |
| Revenue growth (YoY) as of 2026-07-23 | +17.7% | +31.6% | NET higher |
| Revenue CAGR (3y) SEC XBRL | n/a | +30.5% | |
| Beta as of 2026-07-23 | 0.36 | 1.69 | |
| 1-year return as of 2026-07-22 close | +189.9% | +41.2% | FSLY higher |
Fundamentals: Finnhub, as of 2026-07-23. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-22.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.