Fastly (FSLY) Competitors

$8.70
+0.07 (+0.81%)
(As of 05/13/2024 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 better investment? We will compare the two businesses based on the strength of their community ranking, profitability, earnings, dividends, risk, valuation, analyst recommendations, institutional ownership and media sentiment.

10.2% of Opera shares are held by institutional investors. Comparatively, 79.7% of Fastly shares are held by institutional investors. 84.4% of Opera shares are held by insiders. Comparatively, 6.7% of Fastly shares are held by insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company will outperform the market over the long term.

Opera presently has a consensus target price of $21.17, indicating a potential upside of 51.95%. Fastly has a consensus target price of $14.61, indicating a potential upside of 64.54%. Given Opera's higher probable upside, analysts plainly 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

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$396.83M3.11$153.30M$1.887.43
Fastly$505.99M2.38-$133.09M-$1.00-8.83

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

In the previous week, Opera had 23 more articles in the media than Fastly. MarketBeat recorded 30 mentions for Opera and 7 mentions for Fastly. Fastly's average media sentiment score of 0.20 beat Opera's score of -0.41 indicating that Opera is being referred to more favorably in the media.

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

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%

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$1.19B$21.08B$19.77B$17.80B
Dividend YieldN/A2.06%2.73%3.47%
P/E Ratio-8.7163.08237.1324.25
Price / Sales2.3510.11528.9910.53
Price / CashN/A65.8428.5615.76
Price / Book1.169.767.084.96
Net Income-$133.09M$363.55M$626.29M$964.97M
7 Day Performance-0.91%-0.73%0.10%0.73%
1 Month Performance-36.13%0.09%1.11%2.85%
1 Year Performance-32.88%21.24%31.68%131.45%

Fastly Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
OPRA
Opera
4.2386 of 5 stars
$13.76
+0.3%
$21.17
+53.8%
+4.3%$1.22B$396.83M7.32592
PDFS
PDF Solutions
3.3809 of 5 stars
$32.34
+0.1%
$46.00
+42.2%
-4.2%$1.24B$165.84M462.00493Earnings Report
Analyst Forecast
ENFN
Enfusion
0.92 of 5 stars
$9.73
-0.5%
$9.33
-4.1%
+12.1%$1.25B$174.54M121.641,102Earnings Report
Analyst Forecast
News Coverage
BASE
Couchbase
3.1295 of 5 stars
$26.03
0.0%
$32.40
+24.5%
+59.1%$1.31B$180.04M-15.31796
TUYA
Tuya
1.5474 of 5 stars
$1.81
-1.6%
$2.70
+49.2%
+3.3%$912.95M$229.99M-16.451,465Upcoming Earnings
DCBO
Docebo
4.439 of 5 stars
$46.95
+0.6%
$61.40
+30.8%
+19.5%$1.43B$180.84M521.72900Analyst Forecast
Short Interest ↓
EVBG
Everbridge
2.7252 of 5 stars
$34.77
-0.1%
$29.00
-16.6%
+40.1%$1.44B$448.79M-24.311,593Upcoming Earnings
Analyst Forecast
Short Interest ↑
News Coverage
Positive News
MOMO
Hello Group
4.0432 of 5 stars
$6.08
-0.8%
$16.00
+163.2%
-32.9%$880.99M$1.69B4.411,382Short Interest ↓
News Coverage
Positive News
VTEX
VTEX
2.5785 of 5 stars
$8.13
+0.6%
$8.44
+3.8%
+71.9%$1.50B$201.52M-116.131,277Earnings Report
Short Interest ↑
GDYN
Grid Dynamics
2.6544 of 5 stars
$10.87
+2.4%
$15.75
+44.9%
+20.9%$825.79M$312.91M362.453,920

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This page (NYSE:FSLY) was last updated on 5/13/2024 by MarketBeat.com Staff

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