Fastly Inc vs Simon Property Group Inc — how do they compare? Fastly Inc trades at $20.36 (market cap $3.13B), while Simon Property Group Inc trades at $227.75 (market cap $72.00B). The key difference: Simon Property Group Inc is far larger — about 23× Fastly Inc's market cap, and Simon Property Group Inc pays a 3.96% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | SPG | |
|---|---|---|
Market Cap | $3.13B | $72.00B |
Sector | Technology | Real Estate |
52-Week High | $33.50 | $227.56 |
52-Week Low | $6.36 | $160.68 |
Enterprise Value | $3.20B | $100.48B |
Dividend Yield | — | 3.96% |
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.
Simon Property Group (SPG) trades at $221.28, up 0.82% with a bearish technical signal despite recent earnings beats. The REIT shows strong fundamentals with $4.63B net income (72.7% margin) and robust cash flow, though net cash flow turned negative in 2025. Recent news highlights strong leasing activity but concerns about valuation and debt levels. The stock trades above the consensus price target of $214.40 with mixed analyst sentiment (40.5% buy, 54.1% hold).
SPG offers quality real estate exposure with premium mall assets and consistent dividend payments, but faces headwinds from e-commerce competition and high leverage. Current valuation appears full with limited margin of safety. The upcoming Q2 2026 earnings report on July 1 will be crucial for confirming growth trajectory amid mixed technical indicators and cautious Wall Street positioning.
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 →Simon Property Group is the second- largest real estate investment trust in the United States. Its portfolio includes an interest in 207 properties: 119 traditional malls, 69 premium outlets, 14 Mills centers (a combination of a traditional mall, outlet center, and big-box retailers), six lifestyle centers, and five other retail properties. Simon's portfolio averaged $693 in sales per square foot over the 12 months prior to the pandemic. The company also owns a 21% interest in Klepierre, a European retail company with investments in shopping centers in 16 countries, and joint venture interests in 33 premium outlets across 11 countries.
Read more on SPG →