Fastly FSLY
Infrastructure Software CDN Cybersecurity Cloud-based Software Enterprise Software

Fastly trades at 5.0x EV/NTM revenue on a $3.66B enterprise value. Revenue grew 23.3% year over year to $183.3M in the quarter ending June 2026, an annual run rate of $733.0M. Fastly reports a 63.3% gross margin and 29.4-month CAC payback.

ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
5.0x
Payback Period
29.4
EV / Run Rate
5.0x
Price & Key Metrics
Price Performance
Company Details
Share Price: 23.04
Last Filing Date: 2026-06-30
Fiscal Year End: 12-31
Last Filing: Form
Founding Year: 2011
IPO Year: 2019
% of 52 wk High: 69%
Description
Fastly, Inc. is an American cloud computing services provider. Fastly's edge cloud platform provides a content delivery network, Internet security services, load balancing, and video & streaming services.
Categories
Infrastructure Software CDN Cybersecurity Cloud-based Software Enterprise Software
Valuation
Market Cap: 3,670.272
Enterprise Value: 3,656.732
EV / Revenue Run Rate: 5.0x
EV / NTM Revenue: 5.0x
EV / 2026 Revenue Estimates: 5.1x
EV / 2027 Revenue Estimates: 4.6x
EV / 2028 Revenue Estimates: 4.1x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 733
ARR: --
2026 Revenue Estimates: 718
2027 Revenue Estimates: 800
2028 Revenue Estimates: 893
LTM Revenue: 687
Last Year Run Rate: 594
Growth
Revenue Growth: 23%
ARR Growth: --
Growth Persistence: 189%
2026 Revenue Growth Estimates: 17%
2027 Revenue Growth Estimates: 11%
2028 Revenue Growth Estimates: 12%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Fastly growing?

Fastly grew revenue 23.3% year over year, reaching $183.3M in the quarter ending June 2026.

What multiple does Fastly trade at?

Fastly trades at 5.0x EV/NTM revenue and 5.0x EV/run-rate, on an enterprise value of $3.66B.

Is Fastly profitable?

For Fastly, operating income was -$14.4M last quarter and LTM free cash flow margin is 4.9%.

How long does it take Fastly to pay back CAC?

Fastly recovers customer acquisition cost in about 29.4 months.

What sector is Fastly in?

Public Comps classifies Fastly under Infrastructure Software, CDN, Cybersecurity, Cloud-based Software, and Enterprise Software.

Where does Public Comps get Fastly's data?

Figures come from Fastly's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.