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 $218.34B, about 74.2x FSLY ($2.94B).
- Over the past year, CRWD is up 101.0% and FSLY is up 240.7% - FSLY leads by 139.7 points.
- CRWD has been more active in the news (18 items in the past 4 weeks vs 9 for FSLY).
- Both have 25 recent analyst ratings on file.
- Company
- CrowdStrike Holdings Inc.
- Fastly Inc.
- Price
- $214.38+3.37%
- $22.96+1.28%
- Market cap
- $218.34B
- $2.94B
- 1M return
- +8.05%
- +12.94%
- 1Y return
- +101.00%
- +240.65%
- Industry
- Computer Software: Prepackaged Software
- Computer Software: Prepackaged Software
- Exchange
- NASDAQ
- NYSE
- IPO
- 2019
- News (4w)
- 18
- 9
- 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
- Director Gandhi Sameer K sold $4,200,998 worth of shares (20,000 units at $210.05) as part of a pre-agreed trading plan (SEC Form 4)
- PRESIDENT AND CEO Kurtz George sold $4,229,968 worth of shares (20,000 units at $211.50), decreasing direct ownership by 0.25% to 8,026,019 units (SEC Form 4)
- CrowdStrike Announces $100,000 International AI Security Challenge
- CHIEF FINANCIAL OFFICER Podbere Burt W. sold $1,481,305 worth of shares (7,622 units at $194.35), decreasing direct ownership by 1% to 696,818 units (SEC Form 4) (for tax liability)
- PRESIDENT AND CEO Kurtz George sold $7,386,464 worth of shares (37,525 units at $196.84), decreasing direct ownership by 0.46% to 8,046,019 units (SEC Form 4) (tax liability)
- SEC Form 144 filed by CrowdStrike Holdings Inc.
- CrowdStrike Announces Date of Fiscal Second Quarter 2027 Financial Results Conference Call
- PRESIDENT AND CEO Kurtz George sold $3,710,729 worth of shares (20,000 units at $185.54), decreasing direct ownership by 0.25% to 8,083,544 units (SEC Form 4)
- CrowdStrike Fal.Con 2026 Sells Out at Record Pace as the Industry Races to Secure AI
- CrowdStrike 2026 Threat Hunting Report: AI is Now Embedded Across Modern Adversary Operations
Latest FSLY
- CEO Compton Charles Lacey Iii sold $371,700 worth of shares (14,868 units at $25.00) as part of a pre-agreed trading plan, decreasing direct ownership by 1% to 1,030,592 units (SEC Form 4)
- SEC Form S-3ASR filed by Fastly Inc.
- Amendment: SEC Form SCHEDULE 13G/A filed by Fastly Inc.
- SEC Form 10-Q filed by Fastly Inc.
- Fastly Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits
- Fastly Announces Second Quarter 2026 Financial Results
- Fastly to Present at Upcoming Investor Conferences
- Fastly Joins Experian Agent Trust™ Ecosystem to Advance Trusted AI Commerce
- CEO Compton Charles Lacey Iii sold $383,421 worth of shares (18,485 units at $20.74) as part of a pre-agreed trading plan, decreasing direct ownership by 2% to 1,045,460 units (SEC Form 4) to satisfy withholding obligation
- Fastly Announces Upcoming Investor Day