analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
FSLY: 5—DDD: 0wins
Rule of 40
18.0FSLY
-44.1DDD
check_circleFSLY leads
Revenue Growth
14.8%FSLY
-14.5%DDD
check_circleFSLY leads
Gross Margin
57%FSLY
35%DDD
check_circleFSLY leads
FCF Margin
3.2%FSLY
-29.6%DDD
check_circleFSLY leads
Operating Margin
-20.5%FSLY
-21.3%DDD
check_circleFSLY leads
NRR
—FSLY
—DDD
Metric
Rule of 40Efficiency score
FSLY
18.0check_circle
DDD
-44.1
Revenue GrowthYoY
FSLY
14.8%check_circle
DDD
-14.5%
Gross Margin% of revenue
FSLY
57%check_circle
DDD
35%
FCF MarginFree cash flow
FSLY
3.2%check_circle
DDD
-29.6%
Operating MarginGAAP
FSLY
-20.5%check_circle
DDD
-21.3%
NRRNet retention
FSLY
N/A
DDD
N/A
EV / RevenueValuation multiple
FSLY
5.6x
DDD
1.2xcheck_circle
Market CapUSD
FSLY
$2.8Bcheck_circle
DDD
$427.6M
ARR GrowthYoY
FSLY
N/A
DDD
N/A
CAC PaybackMonths to recover
FSLY
N/A
DDD
N/A
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insights
Analysis
As of Q1 2026, Fastly, Inc. trades at 5.6x EV/Revenue versus 3D SYSTEMS CORP at 1.2x. On the Rule of 40, Fastly, Inc. scores 18.0 compared to 3D SYSTEMS CORP's -44.1, placing Fastly, Inc. ahead in operating efficiency. Gross margins stand at Fastly, Inc. 57% vs 3D SYSTEMS CORP 35%.
Sector Context
Both companies operate in the Vertical SaaS sector. The median columns above show where each company stands relative to their peers.