Obermatt

Fastly

NSQ:FSLY · US31188V1008
IT ServicesMedium

360

35
EV / EBIT5
Price / Owner Earnings95
Owner Earnings Yield1
Dividend Yield1
Price/Sales21
EV / Gross Profit33
Price/Book49
Return on Capital5
Cash Return on Capital15
Return on Equity6
EBIT Margin4
Gross Profitability43
Accruals93
Owner Earnings Margin12
Sales growth66
Profit Growth34
Long-Term EPS Growth92
Reinvestment89
Price momentum95
Debt load54
Refinancing61
Debt Payback1
Liquidity15
Analyst ratings21
Opinion Changes61
Price Target Upside50
Market mood8
Value Creation10/20creating some value
  • Creates more value than its capital costs
  • Owner earnings growing
  • Owner earnings per share growing
  • Reinvests at strong returns
  • Solid earnings base

What this means

Fastly clears its cost of capital, but the record is mixed across the five tests. Real value creation, just not yet consistent.

Profile

CountryUSA
IndustryIT Services
SizeMedium
TypePublic Company
ExchangeNASDAQGS
Founded2011
Employees1,140
Websitefastly.com
ISINUS31188V1008
Last UpdateApr 2, 2026
Themes
Cloud SecurityCloud InfrastructureEdge ComputingVideo StreamingNetwork SecurityCloud ManagementIaaS (Infrastructure as a Service)Streaming MediaCloud Data ServicesContent Delivery NetworkEnterprise SoftwareSecurity

Description

Fastly, Inc. (Fastly) builds an edge cloud platform that can process, serve, and secure its customers' applications as close to their end users as possible. Fastly is the essential platform to deliver resilient, highly performant, always-on software…

Analysis

Weak and unloved

Fastly, Inc. is weak and unloved: below-average business metrics and a price that reflects that disappointment.

Valuation data is not available for this company.

The trajectory is solid and the balance sheet is stretched. The company scores 10/20 on our value-creation score: creating some value.

What to watch: A large part of the company's book value is the price paid for past acquisitions. Some accounting patterns deserve a closer look. As always: this describes the company's numbers; it is not a recommendation.

360° rank · history

1007550250
17
2023202420252026

All-time high

81

Jan 2024

All-time low

14

Mar 2026

Average rank

31

across all years

Detailed & Historical Ranks

Deep dive into 15 detailed ranks and 3 years of history.

Current202520242023
Price/Sales
21
77
61
50
Price/Earnings
15
5
75
24
Price/Book
49
83
78
70
Dividend Yield
1
1
1
1
Value (overall)
17
61
81
73

Cells are coloured by rank band (red weak → green strong). Sentiment & 360° history begins 2023.

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Make Sense of the Ranks

Every rank runs 1–100 against true peers. Higher is always better.

360° View
1 · Watch OutGood· 100
Value
1 · ExpensiveGood Value· 100
Quality
1 · Weak FundamentalsHigh Quality· 100
Growth
1 · Tough TimesHigh Growth· 100
Safety
1 · High LeverageWell-Financed· 100
Sentiment
1 · SkepticismPositive· 100
Learn More →