Fastly Inc vs Sea Limited — how do they compare? Fastly Inc trades at $25.32 (market cap $4.03B), while Sea Limited trades at $94.5 (market cap $57.98B). The key difference: Sea Limited is far larger — about 14.4× Fastly Inc's market cap, and Fastly Inc is trading nearer its 52-week high, Sea Limited nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Sea Limited for 102 Days on average.
| FSLY | SE | |
|---|---|---|
Market Cap | $4.03B | $57.98B |
Volume | 2,657,294 | 4,033,686 |
Sector | Technology | Consumer Cyclical |
52-Week High | $33.50 | $188.00 |
52-Week Low | $7.86 | $78.16 |
Typical Hold Time | 26 Days | 102 Days |
Enterprise Value | $4.09B | $53.01B |
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.
Sea Limited (SE) trades at $92.89, down 3.77% on the day, with bearish technical signals dominating despite strong fundamental growth. The company reported robust revenue growth from $22.94B in 2025 to $27.7B projected for 2026, with net income reaching $1.58B. Recent earnings show mixed results with Q4 2025 missing expectations but Q1 and Q2 2026 beating estimates. Analyst sentiment remains overwhelmingly positive with 70% buy ratings and a $153.67 consensus price target representing 65% upside potential.
The investment case hinges on Sea's continued e-commerce and fintech expansion, though the stock faces near-term technical pressure. Key risks include margin compression concerns and insider selling activity. With strong cash flow generation improving from negative $3.2B in 2022 to positive $2.34B in 2025, the fundamentals support long-term growth despite current bearish technical indicators.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →Sea Limited offers information technology services. The Company provides online personal computer and mobile digital content, e-commerce, and payment platforms. Sea serves customers worldwide.
Read more on SE →