ACI WORLDWIDE, INC. vs Fastly, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q2 2026
Summary Verdict
ACIW: 3—FSLY: 2wins
Rule of 40
26.1ACIW
25.0FSLY
check_circleACIW leads
Revenue Growth
9.1%ACIW
22.0%FSLY
check_circleFSLY leads
Gross Margin
46%ACIW
60%FSLY
check_circleFSLY leads
FCF Margin
17.0%ACIW
3.0%FSLY
check_circleACIW leads
Operating Margin
15.2%ACIW
-15.7%FSLY
check_circleACIW leads
NRR
—ACIW
—FSLY
Metric
Rule of 40Efficiency score
ACIW
26.1check_circle
FSLY
25.0
Revenue GrowthYoY
ACIW
9.1%
FSLY
22.0%check_circle
Gross Margin% of revenue
ACIW
46%
FSLY
60%check_circle
FCF MarginFree cash flow
ACIW
17.0%check_circle
FSLY
3.0%
Operating MarginGAAP
ACIW
15.2%check_circle
FSLY
-15.7%
NRRNet retention
ACIW
N/A
FSLY
N/A
EV / RevenueValuation multiple
ACIW
3.5xcheck_circle
FSLY
5.8x
Market CapUSD
ACIW
$5.4Bcheck_circle
FSLY
$3.2B
ARR GrowthYoY
ACIW
N/A
FSLY
N/A
CAC PaybackMonths to recover
ACIW
N/A
FSLY
N/A
insights
Analysis
As of Q2 2026, ACI WORLDWIDE, INC. trades at 3.5x EV/Revenue versus Fastly, Inc. at 5.8x. On the Rule of 40, ACI WORLDWIDE, INC. scores 26.1 compared to Fastly, Inc.'s 25.0, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 46% vs Fastly, Inc. 60%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.