Fastly Inc vs Hims and Hers Health Inc — how do they compare? Fastly Inc trades at $19.85 (market cap $3.13B), while Hims and Hers Health Inc trades at $34.2 (market cap $8.60B). The key difference: Hims and Hers Health Inc is far larger — about 2.7× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Hims and Hers Health Inc nearer its low. Which is the better fit depends on your goals.
| FSLY | HIMS | |
|---|---|---|
Market Cap | $3.13B | $8.60B |
Sector | Technology | Health |
52-Week High | $33.50 | $66.18 |
52-Week Low | $6.36 | $14.52 |
Enterprise Value | $3.20B | $8.98B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $20.17, down 3.49% today, with a bullish technical signal from moving averages and a consensus analyst price target of $24.25. The company shows improving revenue growth, reaching $624M in 2025, and has beaten EPS estimates for three consecutive quarters. Recent news highlights partnerships in digital sustainability and edge AI, though the stock faces pressure from negative net income margins and high cash burn.
The outlook is cautiously optimistic, with potential upside from continued execution on AI-driven edge cloud demand and margin expansion. Key risks include persistent profitability challenges, competitive pressures from larger peers, and volatile cash flow trends. Investors should weigh the growth trajectory against fundamental weaknesses before positioning.
Hims & Hers Health trades at $34.78, down 1.05% today, with a mixed technical picture showing bullish moving averages but neutral oscillators. Fundamentally, the company reported $2.35B revenue in 2025 but faces profitability challenges with a negative net income margin of -0.56% and elevated valuation ratios including a P/E of 57.14. Recent news highlights expansion in weight-loss therapies and international markets, with Q2 2026 earnings due August 10, 2026.
The outlook remains cautiously optimistic with analyst consensus at Buy (35%) and a $33.57 price target near current levels. Key opportunities include GLP-1 therapy growth and subscriber additions, while risks involve profitability pressures, competitive threats, and reliance on regulatory approvals. The stock's performance hinges on execution in high-margin segments and cost management amid expansion.
Trailing returns across standard periods
Latest headlines on both assets
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 →Hims & Hers is a multi-specialty telehealth platform that provides personalized health and wellness products. It offers access to medical providers and treatments for hair loss, sexual health, and skincare.
Read more on HIMS →