Fastly Inc vs Novavax Inc — how do they compare? Fastly Inc trades at $19.77 (market cap $3.13B), while Novavax Inc trades at $8.22 (market cap $1.39B). The key difference: Fastly Inc is far larger — about 2.3× Novavax Inc's market cap. Which is the better fit depends on your goals.
| FSLY | NVAX | |
|---|---|---|
Market Cap | $3.13B | $1.39B |
Sector | Technology | Health |
52-Week High | $33.50 | $11.19 |
52-Week Low | $6.36 | $6.22 |
Enterprise Value | $3.20B | $890.94M |
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Novavax (NVAX) trades at $8.21, down 2.49% amid bearish technical signals and negative cash flow trends. The company shows mixed fundamentals with strong revenue growth to $1.12B in 2025 and three consecutive earnings beats, but faces profitability challenges with negative net income margin and ROE. Recent news highlights shareholder dissent and underperformance versus broader market trends, while analyst consensus remains bullish with a $14 price target representing 70% upside potential.
The outlook balances significant upside potential against substantial execution risks. Positive catalysts include consistent earnings beats and strong analyst support, but concerns persist around cash burn, negative equity, and competitive vaccine market pressures. Investors face volatility from operational challenges despite attractive valuation multiples.
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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 →Novavax, Inc. is a clinical stage biotechnology company. The Company creates novel vaccines to address a broad range of infectious diseases worldwide using proprietary virus-like particle (VLP) technology.
Read more on NVAX →