SuperworthFastly FSLY
- Market cap
- $3.9B
- PE
- n/m
- a loss over the last year
- Forward PE
- n/m
- not a meaningful number
- Price to sales
- 5.7×
- EV/EBIT
- n/m
- a loss over the last year
- Revenue, 12 months
- $687.2M
- +20% on a year ago
- Net margin
- −11.8%
- Free cash flow yield
- 1.3%
Fastly trades at 5.7× sales. Its trailing earnings are negative, so it has no PE. Revenue was $687.2M over the last twelve months, up 20% on a year earlier with a −12% net margin.
Charts
Financials
| Income statement | Q3 FY23 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| $127.8M+18% | $137.8M+16% | $133.5M+14% | $132.4M+8% | $137.2M+7% | $140.6M+2% | $144.5M+8% | $148.7M+12% | $158.2M+15% | $172.6M+23% | $173M+20% | $183.3M+23% | |
| Cost of revenue | $61.7M+11% | $62M+9% | $60.3M+5% | $59.5M+2% | $62.5M+1% | $65.5M+6% | $67.7M+12% | $67.6M+14% | $65.9M+6% | $66.7M+2% | $64.8M−4% | $67.4M−0% |
| Gross profit | $66.1M+26% | $75.8M+21% | $73.2M+22% | $72.9M+14% | $74.7M+13% | $75.1M−1% | $76.8M+5% | $81.1M+11% | $92.3M+24% | $106M+41% | $108.2M+41% | $116M+43% |
| R&D | $39.1M+0% | $38.3M+3% | $38.2M+2% | $35.1M−6% | $31.9M−18% | $32.7M−14% | $37.4M−2% | $42.2M+20% | $41.4M+30% | $41.6M+27% | $42M+12% | $42.1M−0% |
| SG&A | $81M+2% | $80.1M+8% | $81.2M+16% | $81.4M+6% | $73.2M−10% | $76.2M−5% | $77.5M−5% | $75.4M−7% | $79.7M+9% | $79.5M+4% | $90.1M+16% | $88.3M+17% |
| −$58.3M−11% | −$42.6M−12% | −$46.3M−2% | −$46.7M−6% | −$40.6M−30% | −$34.3M−19% | −$38.2M−18% | −$36.9M−21% | −$28.8M−29% | −$15.1M−56% | −$23.9M−37% | −$14.4M−61% | |
| Interest expense | $862K−38% | $744K−45% | $579K−52% | $464K−62% | $473K−45% | $1.2M+66% | $3.2M+448% | $3.2M+582% | $3.2M+568% | $3.2M+160% | $3.3M+4% | $3.3M+6% |
| Pre-tax income | −$54.3M−14% | −$23.9M−49% | −$43.1M−3% | −$43.1M+307% | −$37.6M−31% | −$31.7M+33% | −$38.5M−11% | −$37M−14% | −$28.9M−23% | −$14.8M−53% | −$24.7M−36% | −$15.3M−59% |
| −$1K | −$465K+109% | $347K+157% | $661K+501% | $455K | $1.1M | $691K+99% | $557K−16% | $559K+23% | $681K−40% | −$4.1M | $252K−55% | |
| Net income | −$54.3M−14% | −$23.4M−50% | −$43.4M−3% | −$43.7M+309% | −$38M−30% | −$32.9M+41% | −$39.1M−10% | −$37.5M−14% | −$29.5M−22% | −$15.5M−53% | −$20.5M−48% | −$15.6M−59% |
| −$0.42−19% | −$0.18−53% | −$0.32−11% | −$0.32+300% | −$0.27−36% | −$0.23+28% | −$0.27−16% | −$0.26−19% | −$0.20−26% | −$0.10−57% | −$0.13−52% | −$0.10−62% | |
| 129.9M+6% | 131.8M+7% | 134.6M+7% | 137.4M+8% | 139.2M+7% | 141.1M+7% | 143.3M+7% | 145.8M+6% | 148.1M+6% | 150.3M+7% | 153.6M+7% | 157.6M+8% |
Revenue: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
Cost of revenue: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
Gross profit: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
R&D: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
SG&A: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
Operating income: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
Interest expense: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
Pre-tax income: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
Income tax: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
Net income: Q1 FY18 and Q1 FY19: 6 months less the 3 months printed beside them.
EPS, diluted: 9 periods, Q1 FY18 to Q4 FY25: quarter's net income to common over its shares, to the cent.
Diluted shares: Q1 FY18: share-days: the 6-month average less the second quarter's. 8 periods, Q4 FY18 to Q4 FY25: a loss quarter: its basic count, share-days: the 12-month average less the 9-month, weighted by days.
From each company's 10-Q and 10-K filings, the newest version of each figure. Quarters are as filed (a fourth quarter is the year less its first nine months), fiscal years as the 10-K prints them, restated where a later 10-K restated them, and balance sheet lines as of the period's end. A quarter whose 10-Q isn't filed yet is from the company's results release. Growth is on the same period a year earlier. A dash is a period with no figure for the line: the filing doesn't print it, or it hasn't been read yet.
Estimates
Next earnings report: .
| Quarter | Revenue | Range | EPS | Range | Analysts |
|---|---|---|---|---|---|
| Q3 FY26 | $187.8M | $185.6M to $189.2M | $0.12 | $0.11 to $0.12 | 9 |
| Q4 FY26 | $196.9M | $194.8M to $199.3M | $0.13 | $0.12 to $0.14 | 8 |
| Q1 FY27 | $199.9M | $198.1M to $202.7M | $0.13 | $0.13 to $0.13 | 3 |
| Q2 FY27 | $208.6M | $206.8M to $211.6M | $0.16 | $0.16 to $0.16 | 4 |
| Q3 FY27 | $215.4M | $213.5M to $218.5M | $0.16 | $0.16 to $0.16 | 3 |
| Q4 FY27 | $225.9M | $223.9M to $229.1M | $0.17 | $0.17 to $0.17 | 4 |
| Q1 FY28 | $230.6M | $228.6M to $233.9M | $0.19 | $0.19 to $0.19 | 4 |
| Q2 FY28 | $236.5M | $234.4M to $239.9M | $0.20 | $0.20 to $0.20 | 5 |
Peers
Companies in Software - Infrastructure nearest Fastly's size, closest first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| FSLYFastly | $3.9B | n/m | n/a | 5.7× | +20% | −11.8% | |
| FRSHFreshworks | $4B | 24.2× | 15.9× | 4.5× | +16% | 20.5% | |
| QTWOQ2 | $4.3B | 49.6× | 49.6× | 5.1× | +14% | 10.9% | |
| AVPTAvePoint | $3.5B | 51.6× | 197× | 7.5× | +25% | 15.3% | |
| AGYSAgilysys | $3.4B | 79.9× | 134× | 10.3× | +14% | 13.0% | |
| CCCCCC Intelligent Solutions | $4.5B | 95.9× | 164× | 4.1× | +12% | 3.8% | |
| SPSCSPS Commerce | $3.3B | 44.7× | 92.6× | 4.3× | +10% | 10.1% | |
| WKWorkiva | $4.7B | 103× | 197× | 4.8× | +20% | 4.9% | |
| KDKyndryl | $3.2B | 41.0× | 24.7× | 0.2× | −1% | 0.6% | |
| ALRMAlarm.com | $3.1B | 29.0× | 53.3× | 3.0× | +9% | 11.1% | |
| BBBLACKBERRY | $5.2B | 74.3× | 102× | 8.5× | +14% | 13.1% | |
| Peer median | $3.8B | 50.6× | 97.5× | 4.7× | +14% | 11.0% |
More on Fastly
Each number over time
- PE ratio
- Price to sales ratio
- Price to free cash flow
- Price to book ratio
- Market cap
- Revenue
- EPS
- Free cash flow
- Profit margin
- Shares outstanding
Its groups
About
- Industry
- Software - Infrastructure
- Sector
- Technology
Valuation data, not investment advice. Prices as of .