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FSLY Fastly, Inc.

Trailing twelve months to 2026-06-30 · as filed 2026-08-05, not restated
Technology

Scale

Market cap
$3.9bn
Revenue TTM
$687m
Net income TTM
$-81m
Free cash flow
$51m
Composite score
32.6
Sector rank
#1238

Valuation

P / E
EV / EBITDA
EV / sales
5.6
FCF yield
1.30%
Earnings yield vs 10-yr
-6.81pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
-11.8%
EBITDA margin
-2.2%
ROE
-8.2%
ROIC
-8.4%
Revenue growth
20.4%

Insider activity, last 90 days

Net open-market
$-12.46m
Buyers
0
Sellers
7

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Our Last-Twelve Months Net Retention Rate (“LTM NRR”) metric also measures the revenue growth from existing customers attributable to increased usage of our platform and features, and purchase of additional products and services. Utilizing our direct sales force, we have multiple selling points within organizations to acquire new customers and increase 29 usage from our existing customers. We will continue to increase our discretionary marketing spend, including account-based, targeted demand generation and brand spend, to drive the effectiveness of our sales teams. …Fastly, Inc., 10-Q, period ended 2026-06-30, filed 2026-08-05

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