Fastly Inc vs Tencent Music Entertainment Group - ADR — how do they compare? Fastly Inc trades at $29.4 (market cap $4.03B), while Tencent Music Entertainment Group - ADR trades at $8.38 (market cap $12.83B). The key difference: Tencent Music Entertainment Group - ADR is far larger — about 3.2× Fastly Inc's market cap, and Tencent Music Entertainment Group - ADR pays a 3.02% dividend while Fastly Inc pays none. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and Tencent Music Entertainment Group - ADR for 67 Days on average.
| FSLY | TME | |
|---|---|---|
Market Cap | $4.03B | $12.83B |
Volume | 5,516,495 | 3,618,478 |
Sector | Technology | Media |
52-Week High | $33.50 | $23.71 |
52-Week Low | $7.86 | $7.74 |
Typical Hold Time | 26 Days | 67 Days |
Enterprise Value | $4.09B | $10.77B |
Dividend Yield | — | 3.02% |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $29.3, up 15.9% on the day, with a neutral technical signal and bullish moving averages. The company reported three consecutive quarterly EPS beats, with Q3 2026 expected at $0.1186. Revenue growth is strong, reaching $624M in 2025, but net losses persist, though margins are improving. Recent news highlights AI-driven demand and insider selling by the CTO, creating mixed sentiment.
The outlook is cautiously optimistic, with revenue projected to hit $687M in 2026 and a path to profitability. Risks include sustained losses, competitive pressure, and high valuation multiples. Analyst consensus is mixed, with a $28.25 price target slightly below current levels, suggesting limited near-term upside amid growth execution risks.
Tencent Music Entertainment (TME) trades at $8.38, up 4.88% today, but technical indicators signal a bearish trend with moving averages and ADX suggesting selling pressure. Fundamentally, the company shows strong profitability with 26.28% net margin and attractive valuation at 9.33 P/E ratio. Recent Q2 2026 earnings beat expectations with $0.25 EPS, though revenue growth remains modest. The company recently completed a $1 billion notes offering to strengthen its financial position.
TME presents a compelling value opportunity with discounted valuation metrics and solid profitability, though facing competitive pressures from ByteDance's Soda Music. Analyst consensus leans neutral with $12.50 price target representing 49% upside potential. Key risks include user churn among casual listeners and rising operating expenses needed to retain users in the competitive music streaming landscape.
Trailing returns across standard periods
What Pluang investors did over the last 30 days
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 →TME is the largest online music service provider in China. It was founded in 2016 with the business combination of QQ Music (founded in 2005), Kuwo Music (founded in 2005) and Kugou Music (founded in 2004) streaming platforms. Tencent is the largest shareholder of TME with over 50% shares and over 90% voting rights held. TME also provides social entertainment services, including music live audio/video broadcasts and online concert services through the three platforms mentioned above, and online karaoke through an independent platform WeSing.
Read more on TME →