Fastly Inc vs Royal Caribbean Cruises Ltd — how do they compare? Fastly Inc trades at $20.72 (market cap $3.13B), while Royal Caribbean Cruises Ltd trades at $292.38 (market cap $78.36B). The key difference: Royal Caribbean Cruises Ltd is far larger — about 25× Fastly Inc's market cap, and Royal Caribbean Cruises Ltd pays a 1.71% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | RCL | |
|---|---|---|
Market Cap | $3.13B | $78.36B |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $365.84 |
52-Week Low | $6.36 | $246.71 |
Enterprise Value | $3.20B | $99.64B |
Dividend Yield | — | 1.71% |
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.
Royal Caribbean (RCL) trades at $283.09, down 1.91% on the day, with technical indicators showing bearish momentum despite oversold RSI readings. Fundamentally, the company demonstrates strong profitability with 24.36% net margins and 50.41% ROE, supported by consistent revenue growth from $8.8B in 2022 to $17.9B in 2025. Recent earnings show mixed results with Q1 2026 beating expectations while Q4 2025 missed.
The stock offers 16% upside to the consensus price target of $328, with analysts maintaining a buy-heavy stance (48% buy ratings). Key risks include Europe weakness offset by Caribbean strength, high debt levels, and competitive pressures. Cash flow trends show improving operational performance with $6.5B operating cash flow in 2025.
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 →Royal Caribbean is the world's second-largest cruise company, operating 64 ships across five global and partner brands in the cruise vacation industry, with 10 more ships on order. Brands the company operates include Royal Caribbean International, Celebrity Cruises, and Silversea. The company also has a 50% investment in a joint venture that operates TUI Cruises and Hapag-Lloyd Cruises, allowing it to compete on the basis of innovation, quality of ships and service, variety of itineraries, choice of destinations, and price. The company completed the divestiture of its Azamara brand in the first quarter of 2021.
Read more on RCL →