Fastly Inc vs Illinois Tool Works Inc. — how do they compare? Fastly Inc trades at $19.82 (market cap $3.13B), while Illinois Tool Works Inc. trades at $281.19 (market cap $78.08B). The key difference: Illinois Tool Works Inc. is far larger — about 24.9× Fastly Inc's market cap, and Illinois Tool Works Inc. pays a 2.37% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | ITW | |
|---|---|---|
Market Cap | $3.13B | $78.08B |
Sector | Technology | Industrials |
52-Week High | $33.50 | $299.60 |
52-Week Low | $6.36 | $241.07 |
Enterprise Value | $3.20B | $86.41B |
Dividend Yield | — | 2.37% |
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.
ITW trades at $280.84, up 3.14% with a bullish technical signal and strong earnings beats. The company maintains robust profitability with a 19.32% net margin and 96.88% ROE. Recent Q1 2026 results exceeded expectations with EPS of $2.66, and the upcoming Q2 report on July 28, 2026, is highly anticipated. Dividend payments continue steadily, reinforcing shareholder returns amid modest revenue growth projections.
Outlook remains positive with a consensus price target of $288.25, though risks include construction sector weakness and currency headwinds. The stock's high valuation multiples (P/E 25.2) require sustained earnings growth to justify further upside, while analyst sentiment is mixed with only 21% buy ratings.
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 →Illinois Tool Works is a diversified global manufacturer that produces specialized industrial equipment, consumables, and related services. The firm operates 87 global divisions through seven distinct operating segments: automotive OEM, construction products, food equipment, specialty products, test/measurement and electronics, polymers and fluids, and welding. About half of its revenue comes from its operations in North America, with the remainder originating from international markets. ITW takes a bottom-up and decentralized approach to portfolio management, with the exception that each segment must apply its 80/20 operating process modeled on the Pareto principle.
Read more on ITW →