analyticsVertical SaaS
Data as of Q1 2026
Summary Verdict
NET: 5—FSLY: 0wins
Rule of 40
41.1NET
18.0FSLY
check_circleNET leads
Revenue Growth
31.4%NET
14.8%FSLY
check_circleNET leads
Gross Margin
74%NET
57%FSLY
check_circleNET leads
FCF Margin
9.7%NET
3.2%FSLY
check_circleNET leads
Operating Margin
-10.0%NET
-20.5%FSLY
check_circleNET leads
NRR
—NET
—FSLY
Metric
Rule of 40Efficiency score
NET
41.1check_circle
FSLY
18.0
Revenue GrowthYoY
NET
31.4%check_circle
FSLY
14.8%
Gross Margin% of revenue
NET
74%check_circle
FSLY
57%
FCF MarginFree cash flow
NET
9.7%check_circle
FSLY
3.2%
Operating MarginGAAP
NET
-10.0%check_circle
FSLY
-20.5%
NRRNet retention
NET
N/A
FSLY
N/A
EV / RevenueValuation multiple
NET
40.2x
FSLY
5.6xcheck_circle
Market CapUSD
NET
$88.4Bcheck_circle
FSLY
$2.8B
ARR GrowthYoY
NET
N/A
FSLY
N/A
CAC PaybackMonths to recover
NET
N/A
FSLY
N/A
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insights
Analysis
As of Q1 2026, Cloudflare, Inc. trades at 40.2x EV/Revenue versus Fastly, Inc. at 5.6x. On the Rule of 40, Cloudflare, Inc. scores 41.1 compared to Fastly, Inc.'s 18.0, placing Cloudflare, Inc. ahead in operating efficiency. Gross margins stand at Cloudflare, Inc. 74% 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.