Fastly Inc vs Annaly Capital Management, Inc. — how do they compare? Fastly Inc trades at $29.3 (market cap $4.03B), while Annaly Capital Management, Inc. trades at $18.3 (market cap $13.77B). The key difference: Annaly Capital Management, Inc. is far larger — about 3.4× Fastly Inc's market cap, and Annaly Capital Management, Inc. pays a 16.42% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Annaly Capital Management, Inc. for 91 Days on average.
| FSLY | NLY | |
|---|---|---|
Market Cap | $4.03B | $13.77B |
Volume | 5,516,495 | 21,283,879 |
Sector | Technology | Real Estate |
52-Week High | $33.50 | $24.40 |
52-Week Low | $7.86 | $17.93 |
Typical Hold Time | 26 Days | 91 Days |
Enterprise Value | $4.09B | $135.80B |
Dividend Yield | — | 16.42% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, up slightly by 0.04% on the day, with a neutral technical signal. The company has shown strong revenue growth, reaching $624 million in 2025, and has beaten EPS estimates for three consecutive quarters. However, it remains unprofitable with a net income margin of -11.8%. Analyst sentiment is mixed, with a consensus price target of $28.25, while recent news highlights insider selling and AI-driven growth prospects.
The outlook for FSLY hinges on its ability to capitalize on AI infrastructure demand and achieve profitability. Opportunities include a projected revenue increase to $687 million in 2026 and a reduced net loss. Risks include persistent losses, high valuation multiples, and competitive pressures in the edge cloud market. Investors should weigh growth potential against financial sustainability.
NLY trades at $18.27, up 1.9% with strong earnings momentum after beating estimates for three consecutive quarters. The stock offers a compelling 16.4% dividend yield with a recent increase to $0.75 per share. Valuation appears attractive with a P/E of 4.41 and P/B of 0.91, though technical indicators show bearish momentum. The company has demonstrated portfolio expansion from $73B in 2023 to $107B in 2026, driving earnings growth.
NLY presents a high-yield opportunity with discounted valuation and consistent earnings beats, but faces interest rate sensitivity and technical headwinds. The 57% analyst buy rating and $22 consensus target suggest 20% upside potential, though investors must weigh the attractive yield against mortgage REIT volatility and recent price weakness.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Annaly Capital Management Inc is an American mortgage real estate investment trust. The company segments its operations into Residential and Commercial real estate investments. While Annaly's Residential assets are primarily comprised of agency mortgage-backed securities and debentures, it is primarily invested in commercial mortgage loans and mortgage-backed securities in its Commercial unit through its subsidiary, Annaly Commercial Real Estate Group. Agency mortgage-backed securities and debentures make up the majority of the company's overall portfolio. Most of the company's counterparties are located in the U.S. Annaly generates nearly all of its revenue from the spread between interest earned on its assets and interest payments made on its borrowings.
Read more on NLY →