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
FY 2026 · Mkt cap
Decision snapshot: FSLY stock price at premium vs ZUMZ $20.59 current versus $1.28 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 ZUMZ'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) · ZUMZ FY 2026 (ended Jan 31, 2026). Fiscal years are not aligned.
Trendline
Six 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 60% equity / 40% debt · EV / Revenue 0.41x · EV / EBITDA 8.34x
FSLY carries the larger enterprise value at $3.28B against $378.16M; ZUMZ trades on the lower EV / Revenue multiple (0.41x 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.
ZUMIEZ INC · implied price per share
Debt and bridge-cash inputs are required to translate enterprise value into equity value.
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
0.62x
Net debt / EBITDA
Leverage against operating earnings
-0.01x
1.63x
Cash and equivalents
Liquid reserves on the balance sheet
$361.76M
$127.86M
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
ABERCROMBIE & FITCH CO /DE/
FSLY vs ANF
AMERICAN EAGLE OUTFITTERS INC
FSLY vs AEO
Boot Barn Holdings, Inc.
FSLY vs BOOT
Victoria's Secret & Co.
FSLY vs VSCO
$361.84M
$201.82M
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.