FSLY vs NET
FSLY: Fastly operates a programmable edge cloud platform that accelerates digital experiences, provides integrated security, and supports the shift toward AI-driven internet traffic. NET: Cloudflare operates a massive global cloud platform providing integrated network security, performance, and edge computing services.
Side-by-side fundamentals
| Metric | FSLY | NET | Edge |
|---|---|---|---|
| Price as of 2026-10-08 close | $25.29 | $341.89 | |
| Market cap | $4.0B | $121.7B | |
| Net margin FY2025, SEC XBRL | n/a | -4.7% | |
| Gross margin FY2025, SEC XBRL | n/a | +74.5% | |
| Operating margin FY2025, SEC XBRL | n/a | -9.6% | |
| ROE FY2025, SEC XBRL | -13.1% | -7.0% | NET higher |
| ROA FY2025, SEC XBRL | -8.1% | -1.7% | NET higher |
| Debt / equity as of 2026-09-03 | 0.33 | 2.02 | FSLY lower |
| Revenue growth (YoY) as of 2026-09-03 | +20.4% | +33.5% | NET higher |
| Revenue CAGR (3y) SEC XBRL | n/a | +30.5% | |
| Dividend streak (yrs) SEC XBRL | 0 | 0 | Tie |
| Beta as of 2026-09-03 | 1.89 | 1.62 | |
| 1-year return as of 2026-10-08 close | +194.8% | +55.4% | FSLY higher |
Fundamentals: SEC XBRL company filings for the figures marked with a fiscal year, and market data, as of 2026-09-03 for the rest. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-10-08.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date; "Edge" cells are a pure numeric comparison, not a recommendation.