Fastly Inc
NYSE:FSLY
Intrinsic Value
Fastly, Inc. provides real-time content delivery network services. [ Read More ]
The intrinsic value of one
FSLY
stock under the Base Case scenario is
13.55
USD.
Compared to the current market price of 18.05 USD,
Fastly Inc
is
Overvalued by 25%.
Valuation History
Fastly Inc
Intrinsic Value History...
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Fundamental Analysis
2023-Q3 Earnings Call
NEW
Artifical Intelligence Analysis
The company reported an 18% year-over-year revenue growth to $127.8 million in Q3, hitting the higher end of its guidance. Signal Sciences (a segment in its portfolio) grew by 33% year-over-year. A small decline was observed in the net retention rate, but the customer base remains steady with low churn rates. The company's Remaining Performance Obligations (RPO) grew considerably by 43% year-over-year to $248 million. Nonetheless, Q3 saw a negative free cash flow of $19 million, driven by a modest dip in gross margins due to international bandwidth costs. Looking forward, the company raises its revenue guidance to $505 million to $509 million, indicating a 17% annual growth at the midpoint, alongside improvements in non-GAAP operating loss and net loss per share. Optimistically, a positive adjusted EBITDA is anticipated, contrasting the negative $32.9 million in 2022.
Balance Sheet Decomposition
Fastly Inc
| Current Assets | 552m |
| Cash & Short-Term Investments | 428m |
| Receivables | 98.6m |
| Other Current Assets | 24.5m |
| Non-Current Assets | 1.1B |
| Long-Term Investments | 32.3m |
| PP&E | 256m |
| Intangibles | 738m |
| Other Non-Current Assets | 62.7m |
| Current Liabilities | 143m |
| Accounts Payable | 5.7m |
| Accrued Liabilities | 75.2m |
| Other Current Liabilities | 62.4m |
| Non-Current Liabilities | 529m |
| Long-Term Debt | 477m |
| Other Non-Current Liabilities | 52.1m |
FSLY Profitability Score
Profitability Due Diligence
Fastly Inc's profitability score is 29/100. The higher the profitability score, the more profitable the company is.
Score
Fastly Inc's profitability score is 29/100. The higher the profitability score, the more profitable the company is.
FSLY Solvency Score
Solvency Due Diligence
Fastly Inc's solvency score is 49/100. The higher the solvency score, the more solvent the company is.
Score
Fastly Inc's solvency score is 49/100. The higher the solvency score, the more solvent the company is.
Wall St
Price Targets
FSLY Price Targets Summary
Fastly Inc
According to Wall Street analysts, the average 1-year price target for
FSLY
is 19.55 USD
with a low forecast of 11.11 USD and a high forecast of 27.83 USD.
Ownership
FSLY Insider Trading
Buy and sell transactions by insiders
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Shareholder Return
FSLY Price
Fastly Inc
| Average Annual Return | 92.39% |
| Standard Deviation of Annual Returns | 186.16% |
| Max Drawdown | -94% |
| Market Capitalization | 2.4B USD |
| Shares Outstanding | 129 200 000 |
| Percentage of Shares Shorted | 8.16% |
FSLY News
Last Video News
Fastly Inc
Last Important Events
Fastly Inc
Significant happenings or occurrences that are of interest to investors. These could be company-specific developments or market-wide shifts.
Sentiment Analysis
Fastly Inc
Company Profile
Fastly Inc
Country
Industry
Market Cap
Dividend Yield
Description
Fastly, Inc. provides real-time content delivery network services. The company is headquartered in San Francisco, California and currently employs 976 full-time employees. The company went IPO on 2019-05-17. The edge cloud is a category of infrastructure as a service (IaaS) that enables developers to build, secure, and deliver digital experiences, at the edge of the Internet. The firm has built a serverless edge cloud platform, designed from the ground up to be programmable and support agile software development. The company processes, serves, and secures its customers applications as close to their end-users as possible, at the edge of the Internet for performance and protection. Its edge cloud is a globally distributed, programmable platform designed for secure Web and application delivery. Its Points of Presence (POPs) reside between a customer's end-users and computing and data storage solutions, whether on-premises, in the cloud or a mixture of both. The firm's products include Edge Compute, Edge Delivery, Edge Security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery.
Contact
IPO
Employees
Officers
The intrinsic value of one
FSLY
stock under the Base Case scenario is
13.55
USD.
Compared to the current market price of 18.05 USD,
Fastly Inc
is
Overvalued by 25%.
Sensibly Priced Quality
Significantly Undervalued
Magic Formula
High Growth
