Compare · CRWD vs FSLY
CRWD vs FSLY
Side-by-side comparison of CrowdStrike Holdings Inc. (CRWD) and Fastly Inc. (FSLY): market cap, price performance, sector, and recent activity on the wire.
Summary
- Both CRWD and FSLY operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
- CRWD is the larger of the two at $164.27B, about 55.8x FSLY ($2.94B).
- Over the past year, CRWD is up 43.1% and FSLY is up 131.5% - FSLY leads by 88.4 points.
- CRWD has been more active in the news (47 items in the past 4 weeks vs 14 for FSLY).
- Both have 25 recent analyst ratings on file.
- Company
- CrowdStrike Holdings Inc.
- Fastly Inc.
- Price
- $670.92+4.00%
- $16.95+1.13%
- Market cap
- $164.27B
- $2.94B
- 1M return
- +47.47%
- -31.19%
- 1Y return
- +43.09%
- +131.49%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2019
- News (4w)
- 47
- 14
- Recent ratings
- 25
- 25
CrowdStrike Holdings Inc.
CrowdStrike Holdings, Inc. provides cloud-delivered solutions for endpoint and cloud workload protection in the United States, Australia, Germany, India, Israel, Romania, and the United Kingdom. It offers 19 cloud modules on its Falcon platform through a software as a service subscription-based model that covers various security markets, such as corporate workload security, security and vulnerability management, managed security services, IT operations management, threat intelligence services, identity protection, and log management. The company primarily sells its platform and cloud modules through its direct sales team. CrowdStrike Holdings, Inc. was incorporated in 2011 and is headquartered in Sunnyvale, California.
Fastly Inc.
Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally. The edge cloud is a category of Infrastructure as a Service that enables developers to build, secure, and deliver digital experiences at the edge of the internet. It is a programmable platform designed for web and application delivery. The company offers Compute@Edge; developer hub that includes solution library patterns and recipes, API and language references, change logs, and Fastly Fiddle solutions; device detection and geolocation, edge dictionaries, edge access control lists, and edge authentication services; full site delivery services, such as dynamic site acceleration, origin shield, instant purge, surrogate keys, real-time logging and stats, and cloud optimizer services; and streaming solutions and services, including live streaming, media shield, and origin connect. It also provides edge security solutions, such as DDoS protection, edge web application firewall (WAF), transport layer security (TLS), platform TLS, and compliance services; unified web application and API protection solutions that includes runtime self-application protection, advanced rate limiting, API protection, account takeover protection, bot management, and next generation WAF. In addition, the company offers edge applications, such as load balancers and image optimizers; video on demand; and managed edge delivery services. It serves customers operating in digital publishing, media and entertainment, technology, online retail, travel and hospitality, and financial technology services industries. The company was formerly known as SkyCache, Inc. and changed its name to Fastly, Inc. in May 2012. Fastly, Inc. was founded in 2011 and is headquartered in San Francisco, California.
Latest CRWD
- CrowdStrike Expands Project QuiltWorks with Cyber Insurance Industry Leaders to Combat Financial Exposure to Frontier AI Risk
- PRESIDENT AND CEO Kurtz George sold $26,398 worth of shares (39 units at $676.87), decreasing direct ownership by 0.00% to 2,154,522 units (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $3,314,785 worth of shares (4,961 units at $668.17), decreasing direct ownership by 0.23% to 2,154,561 units (SEC Form 4)
- CrowdStrike Named the Leader and Fast Mover in the 2026 GigaOm Radar Report for Identity Threat Detection and Response (ITDR)
- Director Gandhi Sameer K sold $1,829,181 worth of shares (2,817 units at $649.34) as part of a pre-agreed trading plan (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $365,586 worth of shares (559 units at $654.00), decreasing direct ownership by 0.03% to 2,159,522 units (SEC Form 4)
- Director Gandhi Sameer K sold $7,509,101 worth of shares (11,754 units at $638.85) as part of a pre-agreed trading plan (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $2,852,394 worth of shares (4,441 units at $642.29), decreasing direct ownership by 0.21% to 2,160,081 units (SEC Form 4)
- CrowdStrike Delivers Visibility and Monitoring for Claude Activity via Claude's Compliance API
- PRESIDENT AND CEO Kurtz George sold $2,978,615 worth of shares (4,840 units at $615.42) as part of a pre-agreed trading plan, decreasing direct ownership by 0.22% to 2,164,682 units (SEC Form 4)
Latest FSLY
- Fastly to Present at Upcoming Investor Conference
- CFO Wong Richard was granted 2,500 shares and sold $41,200 worth of shares (2,500 units at $16.48) (SEC Form 4)
- CFO Wong Richard sold $163,775 worth of shares (9,907 units at $16.53), decreasing direct ownership by 0.79% to 1,239,301 units (SEC Form 4) (for withholding tax)
- CEO Compton Charles Lacey Iii sold $764,340 worth of shares (45,609 units at $16.76) as part of a pre-agreed trading plan, decreasing direct ownership by 4% to 1,088,286 units (SEC Form 4) to cover taxes
- President, Go to Market Lovett Scott R. sold $250,105 worth of shares (14,843 units at $16.85), decreasing direct ownership by 0.99% to 1,489,035 units (SEC Form 4) (withholding obligation)
- Chief Technology Officer Bergman Artur sold $1,064,876 worth of shares (64,029 units at $16.63) as part of a pre-agreed trading plan, decreasing direct ownership by 3% to 2,054,681 units (SEC Form 4) (for withholding tax)
- /C O R R E C T I O N -- Fleet Device Management/
- Fleet Launches Mythos-ready Autonomous Endpoint Management
- Amendment: SEC Form SCHEDULE 13G/A filed by Fastly Inc.
- Fastly upgraded by Raymond James with a new price target