Summary Verdict
FSLY: 2—ACIW: 3wins
Rule of 40
25.3FSLY
28.0ACIW
check_circleACIW leads
Revenue Growth
14.8%FSLY
10.4%ACIW
check_circleFSLY leads
Gross Margin
57%FSLY
49%ACIW
check_circleFSLY leads
FCF Margin
10.5%FSLY
17.6%ACIW
check_circleACIW leads
Operating Margin
-19.1%FSLY
18.8%ACIW
check_circleACIW leads
NRR
—FSLY
—ACIW
Metric
Rule of 40Efficiency score
FSLY
25.3
ACIW
28.0check_circle
Revenue GrowthYoY
FSLY
14.8%check_circle
ACIW
10.4%
Gross Margin% of revenue
FSLY
57%check_circle
ACIW
49%
FCF MarginFree cash flow
FSLY
10.5%
ACIW
17.6%check_circle
Operating MarginGAAP
FSLY
-19.1%
ACIW
18.8%check_circle
NRRNet retention
FSLY
N/A
ACIW
N/A
EV / RevenueValuation multiple
FSLY
N/A
ACIW
N/A
Market CapUSD
FSLY
N/A
ACIW
N/A
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 Q4 2025, Fastly, Inc. trades at N/A EV/Revenue versus ACI WORLDWIDE, INC. at N/A. On the Rule of 40, Fastly, Inc. scores 25.3 compared to ACI WORLDWIDE, INC.'s 28.0, placing ACI WORLDWIDE, INC. ahead in operating efficiency. Gross margins stand at Fastly, Inc. 57% vs ACI WORLDWIDE, INC. 49%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.