Fastly Inc vs Grab Holdings Ltd. — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while Grab Holdings Ltd. trades at $3.13 (market cap $12.60B). The key difference: Grab Holdings Ltd. is far larger — about 3.1× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Grab Holdings Ltd. nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Grab Holdings Ltd. for 94 Days on average.
| FSLY | GRAB | |
|---|---|---|
Market Cap | $4.03B | $12.60B |
Volume | 2,657,294 | 87,608,440 |
Sector | Technology | Technology |
52-Week High | $33.50 | $6.17 |
52-Week Low | $7.86 | $2.80 |
Typical Hold Time | 26 Days | 94 Days |
Enterprise Value | $4.09B | $8.33B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, down 0.86% on the day, with a bullish technical signal and consistent earnings beats. Revenue growth is strong, reaching $624M in 2025, but profitability remains negative with a net income margin of -11.8%. The company targets $1.1B-$1.3B revenue by 2029, driven by AI and edge cloud expansion, though insider selling and negative cash flow pose near-term concerns.
The outlook is mixed: strong revenue growth and AI-driven demand support upside, but persistent losses and high valuation ratios (P/S 5.61) warrant caution. Risks include execution challenges and competitive pressure. Analyst consensus is a $26.63 price target with a 'Hold' bias, suggesting limited near-term upside from current levels.
GRAB trades at $3.11, up 1.3% today, with a bearish technical signal but strong fundamentals including a 22% YoY revenue growth in Q2 2026 and a net income margin of 16.03%. Recent news highlights a $30 million CEO share purchase and the acquisition of a 60% stake in Atome Financial for $1.49 billion, signaling confidence and expansion in financial services.
The outlook is positive with robust earnings beats and a 91.67% analyst buy rating, though risks include high capital expenditure, regional regulatory challenges, and volatile cash flows. The stock's current valuation at a P/E of 28 reflects growth expectations amid competitive pressures.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Grab Holdings Limited operates as a holding company. The Company, through its subsidiaries, develops delivery management, mobility, financial services, and enterprise software solutions. Grab Holdings serves customers worldwide.
Read more on GRAB →