analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
FSLY: 2—ACIW: 3wins
Rule of 40
18.0FSLY
24.2ACIW
check_circleACIW leads
Revenue Growth
14.8%FSLY
6.9%ACIW
check_circleFSLY leads
Gross Margin
57%FSLY
47%ACIW
check_circleFSLY leads
FCF Margin
3.2%FSLY
17.3%ACIW
check_circleACIW leads
Operating Margin
-20.5%FSLY
16.4%ACIW
check_circleACIW leads
NRR
—FSLY
—ACIW
Metric
Rule of 40Efficiency score
FSLY
18.0
ACIW
24.2check_circle
Revenue GrowthYoY
FSLY
14.8%check_circle
ACIW
6.9%
Gross Margin% of revenue
FSLY
57%check_circle
ACIW
47%
FCF MarginFree cash flow
FSLY
3.2%
ACIW
17.3%check_circle
Operating MarginGAAP
FSLY
-20.5%
ACIW
16.4%check_circle
NRRNet retention
FSLY
N/A
ACIW
N/A
EV / RevenueValuation multiple
FSLY
5.6x
ACIW
3.0xcheck_circle
Market CapUSD
FSLY
$2.8B
ACIW
$4.4Bcheck_circle
ARR GrowthYoY
FSLY
N/A
ACIW
N/A
CAC PaybackMonths to recover
FSLY
N/A
ACIW
N/A
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insights
Analysis
As of Q1 2026, Fastly, Inc. trades at 5.6x EV/Revenue versus ACI WORLDWIDE, INC. at 3.0x. On the Rule of 40, Fastly, Inc. scores 18.0 compared to ACI WORLDWIDE, INC.'s 24.2, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at Fastly, Inc. 57% vs ACI WORLDWIDE, INC. 47%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.