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Compare · FSLY vs NET

FSLY vs NET

Side-by-side comparison of Fastly Inc. (FSLY) and Cloudflare Inc. (NET): market cap, price performance, sector, and recent activity on the wire.

Summary

  • Both FSLY and NET operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • NET is the larger of the two at $125.46B, about 42.6x FSLY ($2.94B).
  • Over the past year, FSLY is up 250.1% and NET is up 61.8% - FSLY leads by 188.2 points.
  • FSLY has been more active in the news (22 items in the past 4 weeks vs 11 for NET).
  • Both have 25 recent analyst ratings on file.
PerformanceFSLY+250.06%NET+61.81%
2025-09-24+0.00%2026-09-23
MetricFSLYNET
Company
Fastly Inc.
Cloudflare Inc.
Price
$29.65+13.67%
$352.21-0.24%
Market cap
$2.94B
$125.46B
1M return
+29.25%
+25.50%
1Y return
+250.06%
+61.81%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NYSE
IPO
2019
News (4w)
22
11
Recent ratings
25
25
FSLY

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.

NET

Cloudflare Inc.

CloudFlare, Inc. operates a cloud platform that delivers a range of network services to businesses worldwide. The company provides an integrated cloud-based security solution to secure a range of combination of platforms, including public cloud, private cloud, on-premise, software-as-a-service applications, and Internet of Things (IoT) devices. Its security products comprise cloud firewall, bot management, distributed denial of service, IoT, SSL/TLS, secure origin connection, and rate limiting products. The company also offers performance solutions, which include content delivery, intelligent routing, and mobile software development kit, as well as content, mobile, and image optimization solutions. In addition, it provides reliability solutions comprising load balancing, anycast network, virtual backbone, DNS, DNS resolver, and always online solutions that enhances Internet experience and allows customers to run their digital operations efficiently. Further, the company provides Cloudflare internal infrastructure solutions, including on-ramps, which connect users, devices, or locations to Cloudflare's network; and filters, which are the products that protect, inspect, and privilege data. Additionally, it offers developer-based solutions, such as serverless computing/programmable network, website development, domain registration, Cloudflare apps, and analytics; Consumer DNS Resolver, a consumer application to browse the Internet; and Consumer VPN for consumers designed to secure and accelerate traffic on mobile devices. The company serves customers in technology, healthcare, financial services, consumer and retail, and non-profit industries, as well as government. It has a strategic agreement with Baidu, Inc. and JD Cloud & AI. CloudFlare, Inc. was incorporated in 2009 and is headquartered in San Francisco, California.

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