Fastly Inc vs VanEck Vietnam ETF — how do they compare? Fastly Inc trades at $28.96 (market cap $4.03B), while VanEck Vietnam ETF trades at $16.72 (market cap $469.76M). The key difference: Fastly Inc is far larger — about 8.6× VanEck Vietnam ETF's market cap, and Fastly Inc is trading nearer its 52-week high, VanEck Vietnam ETF nearer its low. Which is the better fit depends on your goals — on Pluang, investors hold Fastly Inc for 26 Days and VanEck Vietnam ETF for 51 Days on average.
| FSLY | VNM | |
|---|---|---|
Market Cap | $4.03B | $469.76M |
Volume | 5,516,495 | 375,157 |
Sector | Technology | Sector/Thematic |
52-Week High | $33.50 | $19.80 |
52-Week Low | $7.86 | $16.34 |
Typical Hold Time | 26 Days | 51 Days |
Enterprise Value | $4.09B | — |
Signals from Pluang's Aura AI — not financial advice
Fastly (FSLY) trades at $25.28, down 0.9% on the day, amid mixed technical and fundamental signals. The stock exhibits a bullish technical trend with support near $25, while recent earnings have consistently beaten expectations. Revenue growth is robust, projected to reach $687 million in 2026, but profitability remains elusive with a net income margin of -11.8%. The company's strategic focus on AI and edge cloud infrastructure, highlighted during its recent Investor Day, fuels optimism for long-term growth.
The investment outlook for FSLY balances strong revenue expansion and AI-driven opportunities against persistent losses and insider selling. While analyst consensus leans neutral with a $28.25 price target, the stock's valuation appears stretched relative to earnings. Key risks include competitive pressures in edge computing and the need to translate top-line growth into sustainable profitability. Investors should weigh the company's growth trajectory against its current financial health.
VNM trades at $16.87, down 0.35% today, with a bearish technical signal from moving averages. The ETF faces sector concentration risks in real estate and financials while offering exposure to Vietnam's long-term growth potential. Recent news indicates Vietnam is nearing a trade deal with the US, which could provide macroeconomic support.
The outlook remains cautious due to technical weakness and sector headwinds, though selective capital rotation away from AI-heavy markets may benefit Vietnam-focused assets. Key risks include interest rate volatility and concentrated sector exposure limiting near-term upside despite fair valuations around 15x P/E.
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 →VNM is the first and largest U.S.-listed ETF providing targeted exposure to the Vietnamese equity market. It tracks the MarketVector™ Vietnam Local Index, which includes publicly traded companies that are locally incorporated in Vietnam. It serves as a liquid, transparent vehicle for investors looking to participate in Vietnam's transition into a global manufacturing hub and its long-term potential for emerging market reclassification.
Read more on VNM →