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Compare · FSLY vs SHOP

FSLY vs SHOP

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

Summary

  • Both FSLY and SHOP operate in Computer Software: Prepackaged Software (Technology), so they compete in similar markets.
  • SHOP is the larger of the two at $109.55B, about 37.2x FSLY ($2.94B).
  • Over the past year, FSLY is up 171.4% and SHOP is up 9.0% - FSLY leads by 162.4 points.
  • FSLY has been more active in the news (15 items in the past 4 weeks vs 4 for SHOP).
  • Both have 25 recent analyst ratings on file.
PerformanceFSLY+171.45%SHOP+9.03%
2025-06-04+0.00%2026-06-03
MetricFSLYSHOP
Company
Fastly Inc.
Shopify Inc.
Price
$20.82+0.19%
$112.95-3.46%
Market cap
$2.94B
$109.55B
1M return
-24.29%
-11.40%
1Y return
+171.45%
+9.03%
Industry
Computer Software: Prepackaged Software
Computer Software: Prepackaged Software
Exchange
NYSE
NYSE
IPO
News (4w)
15
4
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.

SHOP

Shopify Inc.

Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, the United Kingdom, Australia, Latin America, and internationally. The company's platform provides merchants to run their business in various sales channels, including web and mobile storefronts, physical retail locations, pop-up shops, social media storefronts, native mobile apps, buy buttons, and marketplaces; and enables to manage products and inventory, process orders and payments, fulfill and ship orders, new buyers and build customer relationships, source products, leverage analytics and reporting, and access financing. It also sells custom themes and apps, and registration of domain names. The company was formerly known as Jaded Pixel Technologies Inc. and changed its name to Shopify Inc. in November 2011. Shopify Inc. was incorporated in 2004 and is headquartered in Ottawa, Canada.

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