Fastly Inc vs PulteGroup, Inc. — how do they compare? Fastly Inc trades at $19.84 (market cap $3.13B), while PulteGroup, Inc. trades at $127.63 (market cap $23.89B). The key difference: PulteGroup, Inc. is far larger — about 7.6× Fastly Inc's market cap, and PulteGroup, Inc. pays a 0.83% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | PHM | |
|---|---|---|
Market Cap | $3.13B | $23.89B |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $142.56 |
52-Week Low | $6.36 | $108.65 |
Enterprise Value | $3.20B | $23.84B |
Dividend Yield | — | 0.83% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $20.17, down 3.49% today, with a bullish technical signal from moving averages and a consensus analyst price target of $24.25. The company shows improving revenue growth, reaching $624M in 2025, and has beaten EPS estimates for three consecutive quarters. Recent news highlights partnerships in digital sustainability and edge AI, though the stock faces pressure from negative net income margins and high cash burn.
The outlook is cautiously optimistic, with potential upside from continued execution on AI-driven edge cloud demand and margin expansion. Key risks include persistent profitability challenges, competitive pressures from larger peers, and volatile cash flow trends. Investors should weigh the growth trajectory against fundamental weaknesses before positioning.
PulteGroup (PHM) trades at $127.11, up 2.05% today, with a bullish technical signal and strong profitability metrics including a 12.14% net margin. Recent earnings show mixed results with a Q3 2025 beat but subsequent misses, while cash flow trends improved in 2025. The stock is near its 52-week high of $144.50, reflecting resilience despite housing market headwinds from rising mortgage rates.
Outlook is cautiously optimistic with a consensus price target of $145.20 offering 14% upside, but risks include margin pressure from discounts and rate buydowns. Investment opportunity hinges on execution amid affordability challenges, with analyst sentiment balanced between buy and hold ratings.
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 →PulteGroup Inc is one of the largest homebuilders in the United States, operating in 40 markets across 23 states. The company mainly builds single-family detached homes (85% of unit sales) and offers products to entry-level, move-up, and active-adult buyers. PulteGroup offers homebuyers mortgage financing and title agency services through its financial services segment. The company is headquartered in Atlanta.
Read more on PHM →