Fastly, Inc.
$3.28B- Market cap
- $3.28B
- Debt
- +$361.84M
- Cash
- −$361.76M
Capital structure 90% equity / 10% debt · EV / Revenue 5.26x
Compare price, profitability, solvency, and SEC-reported financials side by side—before deciding which assumptions deserve a closer look.
FY 2025 · Mkt capMarket cap $3.28B · View financials
Snapshot Sep 4, 4:00 PM ET
Decision snapshot: FSLY stock price near parity vs ARCT $20.61 current versus $21.50 implied using P/S multiple.
Quick read
Each company valued on the other's multiple, then compared with the market price.
Implied fair value · at ARCT's multiple
Implied fair value · at FSLY's multiple
Snapshot Sep 4, 4:00 PM ET
Metric by metric
Where each company leads, and how wide the gap is.
Growth edge
Pricing power
Operating leverage
Multiple premium
Not comparable
Lower leverage
Statements
Core statements aligned to each company's latest fiscal year.
SEC periods: FSLY FY 2025 (ended Dec 31, 2025) · ARCT FY 2025 (ended Dec 31, 2025).
Trendline
Five fiscal years of revenue, earnings, and margins before underwriting a re-rating.
Price framework
Market cap plus debt, less cash.
Capital structure 90% equity / 10% debt · EV / Revenue 5.26x
Capital structure 90% equity / 10% debt · EV / Revenue 3.31x
FSLY carries the larger enterprise value at $3.28B against $271.31M; ARCT trades on the lower EV / Revenue multiple (3.31x vs 5.26x).
Price framework
The same filing-backed model used on each company's valuation page, with company-specific inputs and calculated scenarios.
Fastly, Inc. · implied price per share
At least 3 of the last 5 annual free-cash-flow observations must be positive.
ARCTURUS THERAPEUTICS HOLDINGS INC. · implied price per share
Latest annual free cash flow must be positive to qualify the filing-backed baseline.
Balance sheet health
Financial health checks to separate durable balance sheets from potential value traps.
Financial strength on a 0–9 scale.
Bankruptcy-risk signal from balance sheet and earnings power.
Debt / equity
Total debt against shareholders' equity
0.39x
0.24x
Net debt / EBITDA
Leverage against operating earnings
-0.01x
2.72x
Cash and equivalents
Liquid reserves on the balance sheet
$361.76M
$230.91M
Total debt
Interest-bearing obligations outstanding
Comparable set
Where the pair sits against the wider comparable set.
Keep comparing
Open adjacent comparisons from the same industry to pressure-test the read across multiple pairs.
Cloudflare, Inc.
FSLY vs NET
AKAMAI TECHNOLOGIES INC
FSLY vs AKAM
Lumen Technologies, Inc.
FSLY vs LUMN
CISCO SYSTEMS, INC.
FSLY vs CSCO
VIASAT INC
FSLY vs VSAT
Zscaler, Inc.
FSLY vs ZS
Moderna, Inc.
FSLY vs MRNA
BioNTech SE
FSLY vs BNTX
ALNYLAM PHARMACEUTICALS, INC.
FSLY vs ALNY
Sarepta Therapeutics, Inc.
FSLY vs SRPT
Intellia Therapeutics, Inc.
FSLY vs NTLA
$361.84M
$52.00M
LLM-powered synthesis
An on-demand narrative read of the same deterministic data.
The deterministic comparison remains available. Sign in when you want an on-demand narrative synthesis of the same data.