Fastly (FSLY) Competitors

$8.63
+0.08 (+0.94%)
(As of 05/10/2024 ET)

FSLY vs. OPRA, PDFS, ENFN, BASE, TUYA, DCBO, EVBG, MOMO, VTEX, and GDYN

Should you be buying Fastly stock or one of its competitors? The main competitors of Fastly include Opera (OPRA), PDF Solutions (PDFS), Enfusion (ENFN), Couchbase (BASE), Tuya (TUYA), Docebo (DCBO), Everbridge (EVBG), Hello Group (MOMO), VTEX (VTEX), and Grid Dynamics (GDYN). These companies are all part of the "prepackaged software" industry.

Fastly vs.

Opera (NASDAQ:OPRA) and Fastly (NYSE:FSLY) are both small-cap computer and technology companies, but which is the superior investment? We will contrast the two companies based on the strength of their valuation, media sentiment, earnings, analyst recommendations, institutional ownership, risk, community ranking, profitability and dividends.

Fastly received 15 more outperform votes than Opera when rated by MarketBeat users. However, 58.73% of users gave Opera an outperform vote while only 50.40% of users gave Fastly an outperform vote.

CompanyUnderperformOutperform
OperaOutperform Votes
111
58.73%
Underperform Votes
78
41.27%
FastlyOutperform Votes
126
50.40%
Underperform Votes
124
49.60%

Opera has higher earnings, but lower revenue than Fastly. Fastly is trading at a lower price-to-earnings ratio than Opera, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Opera$396.83M3.07$153.30M$1.887.32
Fastly$505.99M2.33-$133.09M-$1.00-8.63

Opera has a beta of 0.8, indicating that its share price is 20% less volatile than the S&P 500. Comparatively, Fastly has a beta of 1.21, indicating that its share price is 21% more volatile than the S&P 500.

Opera presently has a consensus price target of $21.17, indicating a potential upside of 53.72%. Fastly has a consensus price target of $14.61, indicating a potential upside of 69.31%. Given Opera's higher probable upside, analysts clearly believe Fastly is more favorable than Opera.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Opera
0 Sell rating(s)
0 Hold rating(s)
2 Buy rating(s)
0 Strong Buy rating(s)
3.00
Fastly
1 Sell rating(s)
5 Hold rating(s)
1 Buy rating(s)
1 Strong Buy rating(s)
2.25

10.2% of Opera shares are owned by institutional investors. Comparatively, 79.7% of Fastly shares are owned by institutional investors. 84.4% of Opera shares are owned by insiders. Comparatively, 6.7% of Fastly shares are owned by insiders. Strong institutional ownership is an indication that large money managers, hedge funds and endowments believe a stock is poised for long-term growth.

Opera has a net margin of 41.00% compared to Opera's net margin of -25.26%. Fastly's return on equity of 19.52% beat Opera's return on equity.

Company Net Margins Return on Equity Return on Assets
Opera41.00% 19.52% 17.68%
Fastly -25.26%-15.82%-9.82%

In the previous week, Opera had 18 more articles in the media than Fastly. MarketBeat recorded 28 mentions for Opera and 10 mentions for Fastly. Fastly's average media sentiment score of 0.19 beat Opera's score of -0.31 indicating that Opera is being referred to more favorably in the media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Opera
5 Very Positive mention(s)
2 Positive mention(s)
13 Neutral mention(s)
4 Negative mention(s)
3 Very Negative mention(s)
Neutral
Fastly
0 Very Positive mention(s)
0 Positive mention(s)
3 Neutral mention(s)
5 Negative mention(s)
0 Very Negative mention(s)
Neutral

Summary

Opera beats Fastly on 13 of the 19 factors compared between the two stocks.

New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding FSLY and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NYSE and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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FSLY vs. The Competition

MetricFastlyPrepackaged software IndustryComputer SectorNYSE Exchange
Market Cap$1.18B$21.48B$21.02B$17.89B
Dividend YieldN/A2.06%2.74%3.47%
P/E Ratio-8.6354.32226.0522.33
Price / Sales2.339.62535.7210.04
Price / CashN/A64.5029.3217.93
Price / Book1.199.536.596.05
Net Income-$133.09M$368.27M$640.54M$966.66M
7 Day Performance1.77%-0.55%0.42%1.48%
1 Month Performance-36.68%-1.06%0.82%2.59%
1 Year Performance-33.46%17.92%32.12%131.38%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OPRA
Opera
4.2597 of 5 stars
$13.76
+0.3%
$21.17
+53.8%
+2.5%$1.22B$396.83M7.32592Gap Up
PDFS
PDF Solutions
3.2353 of 5 stars
$32.34
+0.1%
$46.00
+42.2%
-3.7%$1.24B$165.84M462.00493Earnings Report
Analyst Forecast
News Coverage
ENFN
Enfusion
0.9049 of 5 stars
$9.73
-0.5%
$9.33
-4.1%
+11.2%$1.25B$174.54M121.641,102Earnings Report
Analyst Forecast
News Coverage
Positive News
BASE
Couchbase
3.1297 of 5 stars
$26.03
0.0%
$32.40
+24.5%
+61.0%$1.31B$180.04M-15.31796News Coverage
TUYA
Tuya
1.5476 of 5 stars
$1.81
-1.6%
$2.70
+49.2%
-3.1%$912.95M$229.99M-16.451,465News Coverage
DCBO
Docebo
4.5667 of 5 stars
$46.95
+0.6%
$61.40
+30.8%
+17.8%$1.43B$180.84M521.72900Short Interest ↓
News Coverage
EVBG
Everbridge
2.7358 of 5 stars
$34.77
-0.1%
$29.00
-16.6%
+35.7%$1.44B$448.79M-24.311,593Short Interest ↑
News Coverage
MOMO
Hello Group
4.0678 of 5 stars
$6.08
-0.8%
$16.00
+163.2%
-29.3%$880.99M$1.69B4.411,382Short Interest ↓
News Coverage
VTEX
VTEX
2.5744 of 5 stars
$8.13
+0.6%
$8.44
+3.8%
+70.2%$1.50B$201.52M-116.131,277Earnings Report
Short Interest ↑
News Coverage
GDYN
Grid Dynamics
2.6707 of 5 stars
$10.87
+2.4%
$15.75
+44.9%
+23.4%$825.79M$312.91M362.453,920Insider Selling
Analyst Revision

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This page (NYSE:FSLY) was last updated on 5/12/2024 by MarketBeat.com Staff

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