Fastly Inc vs Nu Holdings Ltd — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while Nu Holdings Ltd trades at $15.46 (market cap $75.26B). The key difference: Nu Holdings Ltd is far larger — about 18.7× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Nu Holdings Ltd nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Nu Holdings Ltd for 53 Days on average.
| FSLY | NU | |
|---|---|---|
Market Cap | $4.03B | $75.26B |
Volume | 2,657,294 | 82,363,718 |
Sector | Technology | Financials |
52-Week High | $33.50 | $18.76 |
52-Week Low | $7.86 | $11.60 |
Typical Hold Time | 26 Days | 53 Days |
Enterprise Value | $4.09B | $97.88B |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.29, down 0.86% on the day, with a bullish technical signal and consistent earnings beats. Revenue growth is strong, reaching $624M in 2025, but profitability remains negative with a net income margin of -11.8%. The company targets $1.1B-$1.3B revenue by 2029, driven by AI and edge cloud expansion, though insider selling and negative cash flow pose near-term concerns.
The outlook is mixed: strong revenue growth and AI-driven demand support upside, but persistent losses and high valuation ratios (P/S 5.61) warrant caution. Risks include execution challenges and competitive pressure. Analyst consensus is a $26.63 price target with a 'Hold' bias, suggesting limited near-term upside from current levels.
NU Holdings trades at $15.38, down 1.79% on the day, with strong technical momentum indicated by bullish moving averages. The company demonstrates robust fundamentals with revenue growing from $3.0B in 2022 to $10.6B in 2025 and net income reaching $2.9B. Recent news highlights market volatility around potential acquisition rumors, though the company has denied pursuing a Monzo deal.
The outlook remains positive with analyst consensus favoring Buy ratings (56.52%) and a $16.53 price target suggesting 7.5% upside. Key risks include credit quality concerns from expanding lending operations and high customer concentration. Revenue growth and profitability trends support continued investor interest despite recent earnings misses.
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 →Nu Holdings Ltd is engaged in providing digital banking services. It offers several financial services such as Credit cards, Personal Account, Investments, Personal Loans, Insurance, Mobile payments, Business Account, and Rewards.
Read more on NU →