Fastly Inc vs Paychex, Inc. — how do they compare? Fastly Inc trades at $20.7 (market cap $3.13B), while Paychex, Inc. trades at $112.24 (market cap $39.12B). The key difference: Paychex, Inc. is far larger — about 12.5× Fastly Inc's market cap, and Paychex, Inc. pays a 4.33% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | PAYX | |
|---|---|---|
Market Cap | $3.13B | $39.12B |
Sector | Technology | Industrials |
52-Week High | $33.50 | $147.99 |
52-Week Low | $6.36 | $85.57 |
Enterprise Value | $3.20B | $42.60B |
Dividend Yield | — | 4.33% |
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.
Paychex (PAYX) trades at $109.52, down 1.11% today but near the consensus price target of $110. The stock shows strong fundamentals with consistent earnings beats, including Q1 2026 EPS of $1.32 beating estimates. Technical indicators are bullish on moving averages while oscillators remain neutral. Recent news highlights AI expansion and strong small business job growth, supporting the positive outlook.
PAYX presents a balanced investment case with robust profitability (27% net margin) and dividend appeal, though valuation multiples appear elevated. Key risks include macroeconomic sensitivity to small business hiring and competitive pressures. Analyst sentiment is mixed with 63% hold ratings, suggesting cautious optimism amid current price levels near fair value.
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 →Paychex is a leading provider of payroll, human capital management, and insurance solutions servicing small and midsize clients primarily in the United States. The company, established in 1979, services over 730,000 clients and pays over 1 in 12 U.S. private-sector workers. Alongside its traditional payroll services, Paychex offers HCM solutions such as benefits administration and time and attendance software, as well as human resources outsourcing and insurance agency services.
Read more on PAYX →