F5 Inc vs Fastly Inc — how do they compare? F5 Inc trades at $415.62 (market cap $23.22B), while Fastly Inc trades at $28.85 (market cap $4.42B). The key difference: F5 Inc is far larger — about 5.3× Fastly Inc's market cap. Which is the better fit depends on your goals.
| FFIV | FSLY | |
|---|---|---|
Market Cap | $23.22B | $4.42B |
Sector | Technology | Technology |
52-Week High | $431.26 | $33.50 |
52-Week Low | $223.99 | $6.85 |
Enterprise Value | $21.86B | $4.48B |
Signals from Pluang's Aura AI — not financial advice
F5 (FFIV) trades at $400.23, down 3.11% on the day, with a bearish technical signal from moving averages but neutral oscillators. The company reported strong Q3 2026 earnings, beating estimates with EPS of $4.73 versus $4.00 expected, and raised its fiscal outlook, driven by 19% product revenue growth. Fundamentals show robust profitability with a net income margin of 21.95% and consistent revenue growth, though valuation ratios like a P/E of 31.89 appear elevated. Analyst sentiment is mixed with a 40% buy rating.
The outlook is cautiously optimistic given earnings momentum and raised guidance, but risks include high valuation and competitive pressures. The consensus price target of $430.43 suggests modest upside potential from current levels, contingent on sustained execution in application security and hybrid cloud demand.
Fastly (FSLY) trades at $22.96, up 1.23% on the day, with a bullish technical signal and strong earnings beats in recent quarters. Revenue grew to $624 million in 2025, and the net loss margin improved to -19.5%. Recent news highlights security expansion and AI demand driving growth, with the stock surging 21% to $27.69 on August 10, 2026, per 24/7 Wall Street. The company raised its full-year 2026 outlook after Q2 results.
The outlook is positive with raised guidance and analyst consensus target of $28.25, but risks include persistent net losses, high debt, and competitive pressure. Investment opportunity lies in AI and security growth, yet profitability challenges and insider selling warrant caution for stock investors.
Trailing returns across standard periods
Latest headlines on both assets
F5 is a market leader in the application delivery controller market. The company sells products for networking traffic, security, and policy management. Its products ensure applications are safely routed in efficient manners within on-premises data centers and across cloud environments. More than half of its revenue is based on providing services, and its three customer verticals are enterprises, service providers, and government entities. The Seattle-based firm was incorporated in 1996 and generates sales globally.
Read more on FFIV →Fastly operates a content delivery network, which is necessary for entities to provide faster and more reliable online content. Fastly's strategy differs from traditional CDNs, which focused on locating servers in as many locations as possible to store copies of files that consumers most use. Fastly has far fewer sites than traditional CDNs, but it houses servers in the most network-dense data centers. Instead of simply storing static content, it allows its customers to program on its platform, enabling edge computing and better service of the more dynamic content that was traditionally not well served by CDNs. Fastly gears its service to the largest, most sophisticated enterprises rather than small companies and generated about two thirds of its revenue in the United States in 2020.
Read more on FSLY →