JFrog vs Fastly
FROG and FSLY side by side, both in computer programming, data processing, and other computer related services. Figures are trailing twelve months unless noted, from SEC filings and end-of-day prices.
How FROG and FSLY compare
JFrog is the larger company, worth 4.9 times as much as Fastly ($13.5B against $2.7B).
JFrog grew revenue faster over the last twelve months (27.8% versus 21.5% for Fastly).
JFrog keeps more of each dollar of sales as profit, with a net margin of −3.3% compared with −8.7% at Fastly.
JFrog scores higher on the StockData Score (12 against 9 for Fastly), which adds up 30 checks on valuation, growth, past performance, financial health and dividends.
Key numbers
A dot marks the better figure where higher or lower is clearly better.
| Metric | FROG | FSLY |
|---|---|---|
| Size and price | ||
| Market cap | $13.5B | $2.7B |
| Share price | $109.51 | $17.26 |
| Change, 1 year | 70.3% | 44.7% |
| Change, 5 years | 213% | −60.7% |
| Beta (5Y) | 1.43 | 1.85 |
| Employees | 1,800 | 1,140 |
| StockData Score | ||
| Total score | 12 (better) | 9 |
| Valuation score | 0 | 1 (better) |
| Growth score | 4 | 4 |
| Performance score | 2 (better) | 1 |
| Health score | 6 (better) | 3 |
| Dividend score | 0 | 0 |
| Valuation | ||
| P/S | 21.0× | 3.8× (better) |
| P/B | 13.4× | 2.7× (better) |
| P/FCF | 65.1× | 48.4× (better) |
| FCF yield | 1.5% | 2.1% (better) |
| Fair value | $33.55 | $15.01 |
| Margin of safety | −226% | −15.0% (better) |
| Growth | ||
| Revenue growth (TTM) | 27.8% (better) | 21.5% |
| Revenue growth, 5Y average | 28.7% (better) | 16.5% |
| Profitability | ||
| Gross margin | 78.4% (better) | 62.6% |
| Operating margin | −7.7% (better) | −9.0% |
| Net margin | −3.3% (better) | −8.7% |
| FCF margin | 32.3% (better) | 7.9% |
| Return on equity | −2.3% (better) | −6.5% |
| Return on invested capital | −23.1% | −5.4% (better) |
| Financial health | ||
| Debt / equity | 0.00 | 0.32 (better) |
| Interest coverage | – | −4.9× |
| Current ratio | 2.15 | 3.07 (better) |
| Altman Z-score | 12.83 (better) | 2.59 |
| Piotroski F-score | 6 | 6 |
| Dividends and buybacks | ||
| Dividend yield | 0.00% | – |
| Years of dividend growth | 0 | – |
| Shareholder yield | 0.00% | 0.00% |
| Ownership | ||
| Held by institutions | 93.1% | 93.2% |
| Held by insiders | 10.8% | 8.9% |
| Insider net buying, 12 months | −$394M | −$86.6M (better) |
| Superinvestors holding | 1 | – |
| Short interest, % of float | 7.0% | 13.4% |
Go deeper
- FROG stock overview
- FROG income statement
- FROG valuation and score
- FSLY stock overview
- FSLY income statement
- FSLY valuation and score
Other comparisons
For information only, not investment advice. Check the source filings before relying on any figure.