Fastly Inc vs Nerdwallet Inc — how do they compare? Fastly Inc trades at $29.35 (market cap $4.03B), while Nerdwallet Inc trades at $9.83 (market cap $625.17M). The key difference: Fastly Inc is far larger — about 6.4× Nerdwallet Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Nerdwallet Inc nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Nerdwallet Inc for 45 Days on average.
| FSLY | NRDS | |
|---|---|---|
Market Cap | $4.03B | $625.17M |
Volume | 5,516,495 | 1,321,316 |
Sector | Technology | Media |
52-Week High | $33.50 | $15.93 |
52-Week Low | $7.86 | $7.58 |
Typical Hold Time | 26 Days | 45 Days |
Enterprise Value | $4.09B | $539.47M |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $29.52, up 16.75% with strong momentum following recent earnings beats and AI-driven investor optimism. The stock shows bullish technical signals with price above key support levels, while fundamentals reveal improving revenue growth ($624M in 2025) but persistent net losses (-$122M). Recent investor day highlighted ambitious $1.1-1.3B revenue target by 2029, driving positive sentiment despite insider selling activity.
Outlook remains cautiously optimistic with AI infrastructure demand as key catalyst, though profitability concerns and high valuation multiples present risks. Analyst consensus sits at Hold with $28.25 target, suggesting limited near-term upside from current levels. The stock's 164% YTD run faces sustainability questions amid competitive pressures and execution challenges.
NerdWallet (NRDS) trades at $9.82, up 8.04% with strong technical momentum. The company shows improving fundamentals with 2025 revenue reaching $836.6M and net income of $48.7M, representing a 5.82% margin. Recent earnings beat expectations in Q4 2025 and Q1 2026, though Q2 2026 missed estimates. Valuation metrics appear attractive with P/E of 10.87 and P/S of 0.81. Analyst sentiment remains positive with 66.7% buy ratings and technical indicators signaling bullish momentum.
The outlook remains constructive as NerdWallet demonstrates revenue growth acceleration and margin expansion. Key risks include organic search pressure in credit card products and macroeconomic sensitivity. With strong cash flow generation and institutional support, the stock offers growth potential at reasonable valuations, though investors should monitor competitive pressures and execution on guidance.
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 →Nerdwallet Inc is a free tool to find you the best credit cards, cd rates, savings, checking accounts, scholarships, healthcare and airlines.
Read more on NRDS →