SuperworthFastly, Inc. FSLY
Software - Application, Technology
$25.28
−0.90%
- Market cap
- $4B
- PE
- —
- Forward PE
- Price to sales
- 5.9×
- EV/EBIT
- —
- Revenue, 12 months
- $687.2M
- +20% on a year ago
- Net margin
- −11.8%
- Free cash flow yield
- 0.9%
Fastly trades at 5.9× 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 | Q4 FY23 | Q1 FY24 | Q2 FY24 | Q3 FY24 | Q4 FY24 | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| $137.8M | $133.5M | $132.4M | $137.2M | $140.6M+2% | $144.5M+8% | $148.7M+12% | $158.2M+15% | $172.6M+23% | $173M+20% | $183.3M+23% | |
| Cost of revenue | $62M | $60.3M | $59.5M | $62.5M | $65.5M+6% | $67.7M+12% | $67.6M+14% | $65.9M+6% | $66.7M+2% | $64.8M−4% | $67.4M−0% |
| Gross profit | $75.8M | $73.2M | $72.9M | $74.7M | $75.1M−1% | $76.8M+5% | $81.1M+11% | $92.3M+24% | $106M+41% | $108.2M+41% | $116M+43% |
| R&D | $38.3M | $38.2M | $35.1M | $31.9M | $32.7M−14% | $37.4M−2% | $42.2M+20% | $41.4M+30% | $41.6M+27% | $42M+12% | $42.1M−0% |
| SG&A | $80.1M | $81.2M | $81.4M | $73.2M | $76.2M−5% | $77.5M−5% | $75.4M−7% | $79.7M+9% | $79.5M+4% | $90.1M+16% | $88.3M+17% |
| −$42.6M | −$46.3M | −$46.7M | −$40.6M | −$34.3M−19% | −$38.2M−18% | −$36.9M−21% | −$28.8M−29% | −$15.1M−56% | −$23.9M−37% | −$14.4M−61% | |
| Interest expense | $744K | $579K | $464K | $473K | $1.2M+66% | $3.2M+448% | $3.2M+582% | $3.2M+568% | $3.2M+160% | $3.3M+4% | $3.3M+6% |
| Pre-tax income | −$23.9M | −$43.1M | −$43.1M | −$37.6M | −$31.7M+33% | −$38.5M−11% | −$37M−14% | −$28.9M−23% | −$14.8M−53% | −$24.7M−36% | −$15.3M−59% |
| −$465K | $347K | $661K | $455K | $1.1M | $691K+99% | $557K−16% | $559K+23% | $681K−40% | −$4.1M | $252K−55% | |
| Net income | −$23.4M | −$43.4M | −$43.7M | −$38M | −$32.9M+41% | −$39.1M−10% | −$37.5M−14% | −$29.5M−22% | −$15.5M−53% | −$20.5M−48% | −$15.6M−59% |
| −$0.18 | −$0.32 | −$0.32 | −$0.27 | −$0.23+28% | −$0.27−16% | −$0.26−19% | −$0.20−26% | −$0.10−57% | −$0.13−52% | −$0.10−62% | |
| 131.8M | 134.6M | 137.4M | 139.2M | 141.1M+7% | 143.3M+7% | 145.8M+6% | 148.1M+6% | 150.3M+7% | 153.6M+7% | 157.6M+8% |
From each company's 10-Q and 10-K filings. Fiscal years are four fiscal quarters added up; balance sheet lines are as of the period's end. Growth is on the same period a year earlier.
Estimates
Next earnings report: .
Analyst consensus for the next eight quarters, with the range from the lowest to the highest estimate, is part of Superworth Pro.
Peers
Companies in Software - Application within ten times Fastly's size, closest in size first.
| Company | Market cap | PE | Its 10y median PE | Fwd PE | P/S | Revenue growth | Net margin |
|---|---|---|---|---|---|---|---|
| FSLYFastly, Inc. | $4B | — | — | 5.9× | +20% | −11.8% | |
| RNGRingCentral, Inc. | $6.4B | 61.2× | 76.8× | 2.5× | +5% | 4.3% | |
| NCNOnCino, Inc. | $2B | 62.9× | 144× | 3.2× | +9% | 5.4% | |
| ESTCElastic N.V. | $9.8B | 26.1× | 188× | 5.4× | +16% | 20.8% | |
| HUBSHubSpot, Inc. | $11B | 77.8× | 251× | 3.2× | +21% | 4.3% | |
| FICOFair Isaac Corporation | $14.7B | 19.7× | 50.8× | 6.2× | +24% | 34.1% | |
| SSNCSS&C Technologies Holdings, Inc. | $18.5B | 22.6× | 28.1× | 2.8× | +9% | 13.2% | |
| ZMZoom Communications, Inc. | $27.7B | 8.8× | 32.3× | 5.5× | +5% | 65.2% | |
| ROPRoper Technologies, Inc. | $35.5B | 14.9× | 30.8× | 4.3× | +11% | 30.2% | |
| Peer median | $12.9B | 24.3× | 63.8× | 3.8× | +10% | 17.0% |
About
- Industry
- Software - Application
- Sector
- Technology
Valuation data, not investment advice. Prices as of .