Fastly Inc vs ArcelorMittal SA — how do they compare? Fastly Inc trades at $20.89 (market cap $3.13B), while ArcelorMittal SA trades at $66.18 (market cap $50.29B). The key difference: ArcelorMittal SA is far larger — about 16.1× Fastly Inc's market cap, and ArcelorMittal SA pays a 0.89% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | MT | |
|---|---|---|
Market Cap | $3.13B | $50.29B |
Sector | Technology | Basic Materials |
52-Week High | $33.50 | $71.65 |
52-Week Low | $6.36 | $30.39 |
Enterprise Value | $3.20B | $59.61B |
Dividend Yield | — | 0.89% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $20.90, up 4.34% today, showing strong momentum after three consecutive quarterly earnings beats. The stock maintains a bullish technical signal with positive moving averages and trades near key resistance at $21-$22. Revenue growth continues at 20% year-over-year, though the company remains unprofitable with a -15.79% net margin. Recent news highlights strategic partnerships in edge computing and AI infrastructure development.
Despite consistent revenue growth and improving margins, Fastly faces profitability challenges with negative ROE and cash flow volatility. Analyst consensus is mixed with 29% buy ratings but a $24.25 price target suggesting 16% upside. Key risks include competitive pressure from larger cloud providers and the company's ability to achieve sustainable profitability amid heavy infrastructure investments.
ArcelorMittal (MT) trades at $66.99, up 1.62% today, with strong technical momentum and bullish moving average signals. The company has delivered three consecutive earnings beats, with Q2 2026 EPS expected at $1.17. Revenue declined from $79.8B in 2022 to $61.4B in 2025, but net income improved to $3.2B, reflecting margin expansion. Recent developments include a strategic AI collaboration with AWS and ongoing share buybacks.
The outlook remains positive with analyst consensus favoring Buy ratings (50%), though risks include declining revenue trends and heavy capital expenditures. The stock's valuation appears reasonable with P/E of 17.7 and P/B of 0.92, trading below book value. Key catalysts include steel import controls in Europe and expansion projects, while headwinds involve China weakness and decarbonization costs.
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 →ArcelorMittal SA is involved in the steel industry. The company's operating segments include NAFTA
Read more on MT →