Fastly Inc vs Macy's Inc — how do they compare? Fastly Inc trades at $19.92 (market cap $3.13B), while Macy's Inc trades at $24.06 (market cap $6.25B). The key difference: Macy's Inc is the larger of the two by market cap, and Macy's Inc pays a 3.22% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | M | |
|---|---|---|
Market Cap | $3.13B | $6.25B |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $25.96 |
52-Week Low | $6.36 | $11.90 |
Enterprise Value | $3.20B | $10.06B |
Dividend Yield | — | 3.22% |
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.
Macy's (M) trades at $24.04, up 3.55% today, with a bullish technical signal and positive earnings momentum after beating estimates in three consecutive quarters. The stock shows attractive valuation metrics with a P/E of 9.82 and P/S of 0.29, while recent news highlights strategic initiatives including AI integration and leadership appointments. Cash flow trends improved in 2025 with net cash flow of $273 million, though revenue declined slightly to $23.01 billion.
Outlook remains cautiously optimistic with a consensus price target of $24.83 offering modest upside. Key opportunities include operational efficiency gains and luxury segment growth, while risks involve competitive retail pressures and macroeconomic sensitivity. Institutional interest is growing with Berkshire Hathaway's recent 3 million share purchase (Barron's, June 22, 2026).
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 →Founded in 1858 and based in New York City, Macy's operates 570 stores under the Macy's nameplate, 58 stores under the Bloomingdale's nameplate, and 160 freestanding Bluemercury specialty beauty stores (as of the end of fiscal-year 2021). Macy's also operates e-commerce sites and licenses two Bloomingdale's stores in the United Arab Emirates and Kuwait. Women's apparel, accessories, shoes, cosmetics, and fragrances comprised 59% of Macy's 2021 sales.
Read more on M →