Fastly Inc vs SYSCO Corporation — how do they compare? Fastly Inc trades at $19.89 (market cap $3.13B), while SYSCO Corporation trades at $82.24 (market cap $38.60B). The key difference: SYSCO Corporation is far larger — about 12.3× Fastly Inc's market cap, and SYSCO Corporation pays a 2.73% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | SYY | |
|---|---|---|
Market Cap | $3.13B | $38.60B |
Sector | Technology | Consumer Staples |
52-Week High | $33.50 | $91.16 |
52-Week Low | $6.36 | $69.30 |
Enterprise Value | $3.20B | $52.08B |
Dividend Yield | — | 2.73% |
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.
SYY trades at $82.32, down 0.64% today, with a bullish technical signal and strong analyst consensus. Recent earnings show mixed results, beating in Q3 and Q4 2025 but missing in Q1 2026. Revenue growth remains steady, reaching $81.37B in 2025, while net income margin is 2.08%. The company maintains positive cash flow and announced a $0.55 dividend for July 2026.
Outlook is positive with a consensus price target of $83.67, though risks include margin pressure and debt levels. The stock offers value with a P/S of 0.47, but investors should monitor Q2 2026 earnings and industry headwinds. Institutional sentiment is bullish, with 60% buy ratings among analysts.
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 →Sysco is the largest U.S. food-service distributor, boasting 17% market share of the highly fragmented food-service distribution industry. Sysco distributes over 400,000 food and nonfood products to restaurants (63% of revenue), healthcare facilities (8%), education and government buildings (8%), travel and leisure (7%), and other locations (14%) where individuals consume away-from-home meals. In fiscal 2022, 82% of the firm's revenue was U.S.-based, with 7% from Canada, 4% from the U.K., 2% from France, and 4% other.
Read more on SYY →