Fastly, Inc. Class A Common Stock (FSLY)vsSnowflake Inc. (SNOW)
FSLY
Fastly, Inc. Class A Common Stock
$23.16
+1.98%
TECHNOLOGY · Cap: $3.62B
SNOW
Snowflake Inc.
$328.99
-0.22%
TECHNOLOGY · Cap: $116.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Snowflake Inc. generates 691% more annual revenue ($5.43B vs $687.17M). FSLY leads profitability with a -11.8% profit margin vs -20.1%. SNOW earns a higher WallStSmart Score of 33/100 (F).
FSLY
Avoid33
out of 100
Grade: F
SNOW
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.6%
Fair Value
$36.62
Current Price
$23.16
$13.46 discount
Margin of Safety
+56.2%
Fair Value
$408.16
Current Price
$328.99
$79.17 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 23.3% year-over-year
Revenue surging 35.1% year-over-year
Large-cap with strong market position
Areas to Watch
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLY
The strongest argument for FSLY centers on Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : SNOW
The strongest argument for SNOW centers on Revenue Growth, Market Cap. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Altman Z-Score.
Bear Case : SNOW
The primary concerns for SNOW are EPS Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
FSLY profiles as a growth stock while SNOW is a hypergrowth play — different risk/reward profiles.
SNOW carries more volatility with a beta of 1.33 — expect wider price swings.
SNOW is growing revenue faster at 35.1% — sustainability is the question.
SNOW generates stronger free cash flow (84M), providing more financial flexibility.
Bottom Line
FSLY scores higher overall (33/100 vs 33/100) and 23.3% revenue growth. SNOW offers better value entry with a 56.2% margin of safety. Both earn "Avoid" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fastly, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Fastly, Inc. operates an edge cloud platform to process, serve, and protect its customers' applications in the United States, Asia Pacific, Europe, and internationally. The company is headquartered in San Francisco, California.
Snowflake Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Snowflake Inc. provides a cloud-based data platform in the United States and internationally. The company is headquartered in San Mateo, California.
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