Fastly Inc vs ZIM Integrated Shipping Services Ltd — how do they compare? Fastly Inc trades at $19.97 (market cap $3.13B), while ZIM Integrated Shipping Services Ltd trades at $24.55 (market cap $2.99B). The key difference: Fastly Inc and ZIM Integrated Shipping Services Ltd are close in size by market cap, and ZIM Integrated Shipping Services Ltd pays a 20.16% dividend while Fastly Inc pays none. Which is the better fit depends on your goals.
| FSLY | ZIM | |
|---|---|---|
Market Cap | $3.13B | $2.99B |
Sector | Technology | Industrials |
52-Week High | $33.50 | $29.27 |
52-Week Low | $6.36 | $12.44 |
Enterprise Value | $3.20B | $6.84B |
Dividend Yield | — | 20.16% |
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.
ZIM Integrated Shipping Services trades at $24.61, up 0.86% with a bearish technical outlook. The company reported mixed Q1 2026 results with a wider-than-expected loss but maintains strong cash flow from operations. Recent news highlights regulatory challenges to the Hapag-Lloyd merger and a rival $4.5 billion takeover bid, creating significant uncertainty around the stock's near-term direction.
ZIM faces headwinds from declining freight rates and regulatory merger risks, though asset valuation support near $29-30 per share provides downside protection. The stock trades at discounted valuation multiples (P/S 0.47, P/B 0.78) but analyst sentiment remains divided with no buy ratings. Key catalysts include resolution of merger uncertainty and potential freight rate recovery from Middle East supply disruptions.
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 →ZIM is a global container liner shipping company that employs a 'global-niche' strategy, focusing on specific trade lanes where it holds a competitive advantage. Unlike larger, asset-heavy competitors, ZIM operates an agile, charter-intensive fleet, allowing it to rapidly adjust capacity to market demand while prioritizing digitalization and specialized cargo like refrigerated (reefer) goods.
Read more on ZIM →