ACI WORLDWIDE, INC. vs Fastly, Inc.
Side-by-Side SaaS Metrics & Valuation Comparison
analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
ACIW: 3—FSLY: 2wins
Rule of 40
24.2ACIW
18.0FSLY
check_circleACIW leads
Revenue Growth
6.9%ACIW
14.8%FSLY
check_circleFSLY leads
Gross Margin
47%ACIW
57%FSLY
check_circleFSLY leads
FCF Margin
17.3%ACIW
3.2%FSLY
check_circleACIW leads
Operating Margin
16.4%ACIW
-20.5%FSLY
check_circleACIW leads
NRR
—ACIW
—FSLY
Metric
Rule of 40Efficiency score
ACIW
24.2check_circle
FSLY
18.0
Revenue GrowthYoY
ACIW
6.9%
FSLY
14.8%check_circle
Gross Margin% of revenue
ACIW
47%
FSLY
57%check_circle
FCF MarginFree cash flow
ACIW
17.3%check_circle
FSLY
3.2%
Operating MarginGAAP
ACIW
16.4%check_circle
FSLY
-20.5%
NRRNet retention
ACIW
N/A
FSLY
N/A
EV / RevenueValuation multiple
ACIW
3.9xcheck_circle
FSLY
6.2x
Market CapUSD
ACIW
$5.9Bcheck_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 Q1 2026, ACI WORLDWIDE, INC. trades at 3.9x EV/Revenue versus Fastly, Inc. at 6.2x. On the Rule of 40, ACI WORLDWIDE, INC. scores 24.2 compared to Fastly, Inc.'s 18.0, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at ACI WORLDWIDE, INC. 47% vs Fastly, Inc. 57%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.