ERIC vs EXTR vs FSLY Stock Comparison

Ericsson Lm Telephone, Extreme Networks and Fastly Prices as of Oct 26, 2026 Peers: Industry group
ERIC Ericsson Lm Telephone Co
$10.89 +14.3% 1M +15.2% 1Y
Market cap
$36.95B
P/E
18.1x
Revenue (TTM)
$24.56B
Div. yield
-0.03%
Networking Equipment Technology
5 wins
EXTR Extreme Networks Inc
$22.70 +5.5% 1M +8.7% 1Y
Market cap
$3.18B
P/E
75.4x
Revenue (TTM)
$1.28B
Div. yield
–
Networking Equipment Technology
2 wins
FSLY Fastly, Inc.
$25.61 +2.6% 1M +207.4% 1Y
Market cap
$4.39B
P/E
–
Revenue (TTM)
$687.17M
Div. yield
–
Content Delivery Networks Technology
4 wins

Head to Head

11 decided of 12

Ericsson Lm Telephone leads on 5 of the 12 questions below (Ericsson Lm Telephone 5, Fastly 4, Extreme Networks 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionERICEXTRFSLYLeader
Larger companyMarket capitalisation $36.95B $3.18B $4.39B ERIC
Cheaper on earningsLower P/E, profitable companies only 18.1x 75.4x -54.1x ERIC
Cheaper on forward earningsLower price / next fiscal year consensus EPS 16.8x 16.4x 52.3x EXTR
Faster revenue growthRevenue growth, trailing twelve months -38.5% +12.6% +20.4% FSLY
More profitableNet margin, trailing twelve months 8.3% 3.3% -11.8% ERIC
Better return on capitalReturn on invested capital 20.0% 19.4% -6.1% ERIC
Less leveragedLower net debt / EBITDA -0.6x -0.6x -3.3x FSLY
Higher dividend yieldTrailing dividend yield -0.03% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +15.2% +8.7% +207.4% FSLY
Better 5-year returnAnnualised price return, 5 years -0.2%/yr +18.6%/yr -11.9%/yr EXTR
Less volatileAnnualised volatility, 1 year 36.5% 55.5% 118.6% ERIC
Higher overall scoreMean of the five percentile scores vs peers 59/100 51/100 67/100 FSLY

Percentile Scorecard

ERICEXTRFSLY

Each axis is the mean percentile of its metrics against the company's industry group. 100 is the best in the group, 50 the middle.

Scores by Axis

AxisERICEXTRFSLY
Valuation 88 #14 of 111 37 #70 of 111 49 #20 of 38
Growth 46 #59 of 108 39 #66 of 108 94 #3 of 36
Profitability 86 #15 of 104 70 #32 of 104 49 #18 of 34
Financial Health 40 #70 of 115 23 #89 of 115 81 #8 of 38
Shareholder Returns 38 #51 of 81 88 #11 of 81 60 #9 of 21
Overall 59 51 67
  • ERIC ranked among 121 companies in Computer Hardware
  • EXTR ranked among 121 companies in Computer Hardware
  • FSLY ranked among 39 companies in Cloud Computing

Price Performance

Price return, split-adjusted, before dividends. Click a name to hide or show it.

Returns

PeriodERICEXTRFSLYSPY
1 month +14.3%+5.5%+2.6% -0.8%
3 months +12.6%-24.2%+27.8% +3.5%
6 months -1.5%+30.0%-0.7% +7.0%
Year to date +12.8%+36.3%+151.6% +12.2%
1 year +15.2%+8.7%+207.4% +13.0%
3 years +149.8%+10.5%+81.4% +86.3%
3 years, per year +35.7%+3.4%+22.0% +23.1%
5 years -1.0%+134.7%-46.9% +68.6%
5 years, per year -0.2%+18.6%-11.9% +11.0%
10 years +116.1%+434.1%— +258.0%
10 years, per year +8.0%+18.2%— +13.6%

Risk

MeasureERICEXTRFSLYSPY
Volatility, 1Y 36.5%55.5%118.6% 12.7%
Downside volatility, 1Y 36.7%56.6%108.1% 12.7%
Beta vs S&P 500, 1Y 1.031.541.42 1.00
Return / volatility, 1Y 0.420.161.75 1.02
Max drawdown, 5Y -65.8%-67.2%-90.8% -25.4%
From 52-week high -20.7%-32.7%-23.6% -1.8%
52-week high $13.74$33.71$33.50 $779.14
52-week low $9.15$13.74$7.96 $631.97

Valuation History

Weekly multiples on trailing twelve-month fundamentals. Negative or extreme readings (a loss year, a collapsed denominator) are left out so the chart stays readable.

MultipleERICEXTRFSLY
P/E now vs peer median 17.8xmedian 32.0x 71.5xmedian 32.0x -49.8xmedian 29.6x
P/S now vs peer median 1.5xmedian 2.8x 2.3xmedian 2.8x 5.9xmedian 4.2x
EV/EBITDA now vs peer median 9.1xmedian 19.4x 34.0xmedian 19.4x 988.3xmedian 24.2x
P/FCF now vs peer median 9.8xmedian 29.0x 31.3xmedian 29.0x 80.4xmedian 15.1x
P/B now vs peer median 3.3xmedian 2.9x 33.6xmedian 2.9x 4.1xmedian 3.9x
PEG now vs peer median 0.41median 1.13 -3.79median 1.13 -1.88median 0.38

Financial History

Reported figures by fiscal period, placed on the calendar year (or quarter) each period ended in, so companies with different fiscal years line up.

Trailing twelve monthsERICEXTRFSLY
Revenue $24.56B $1.28B $687.17M
Gross profit $11.51B $789.14M $422.42M
Operating income $2.90B $62.70M -$82.21M
Net income $2.04B $42.12M -$81.10M
Free cash flow $3.76B $95.24M $50.68M
R&D $5.22B $233.88M $167.06M
EPS (diluted) $0.61 $0.31 $-0.51
Cash & equivalents $5.11B $211.76M $89.80M
Total debt $3.73B $163.72M $323.96M
Shares (diluted) 3.34B 134.97M 157.60M
Enterprise value $14.56B $2.32B $3.02B

All Metrics

58 metrics · best in bold

Bold marks the best reading: the lowest positive value for multiples, leverage and payout, the highest for everything else. The bar under each value is its percentile against that company's own peers. Hover a value for its rank and the peer median.

Valuation

12 metrics
MetricERICEXTRFSLY
P/E 17.8x 71.5x -49.8x
P/FCF 9.8x 31.3x 80.4x
P/Operating cash flow 10.7x 24.2x 34.1x
P/S 1.5x 2.3x 5.9x
P/B 3.3x 33.6x 4.1x
P/Tangible book 3.3x 34.8x 4.2x
EV/EBITDA 9.1x 34.0x 988.3x
EV/EBIT 11.9x 46.7x -49.4x
EV/Revenue 1.4x 2.3x 5.9x
EV/FCF 9.2x 30.8x 80.1x
EV/Operating cash flow 10.0x 23.8x 34.0x
PEG (3Y EPS CAGR) 0.41 -3.79 -1.88

Growth

14 metrics
MetricERICEXTRFSLY
Revenue growth (1Y) -38.5% 12.6% 20.4%
Revenue CAGR (3Y) -2.0% -0.7% 13.6%
Gross profit growth (1Y) 3.7% 11.3% 37.3%
Gross profit CAGR (3Y) 4.0% 1.5% 20.8%
Operating income growth (1Y) -18.4% 269.9% 45.2%
Operating income CAGR (3Y) 55.0% -16.7% 27.0%
Net income growth (1Y) -18.7% 664.1% 45.0%
Net income CAGR (3Y) 43.4% -18.6% 21.2%
EPS growth (1Y) -17.7% 653.0% 49.2%
EPS CAGR (3Y) 43.1% -18.9% 26.5%
Operating cash flow growth (1Y) 4.3% -19.0% 124.3%
Operating cash flow CAGR (3Y) 44.0% -20.9% 91.8%
Free cash flow growth (1Y) 6.1% -25.2% 49.6%
Free cash flow CAGR (3Y) 34.7% -26.0% 47.1%

Profitability

14 metrics
MetricERICEXTRFSLY
Gross margin 46.8% 61.5% 61.5%
EBITDA margin 15.4% 6.7% 0.6%
Operating margin 11.8% 4.9% -12.0%
Pretax margin 11.2% 4.0% -12.2%
Net margin 8.3% 3.3% -11.8%
FCF margin 15.3% 7.4% 7.4%
Operating cash flow margin 14.0% 9.6% 17.4%
Return on equity 18.7% 50.3% -8.3%
Return on assets 6.8% 3.6% -5.4%
Return on invested capital 20.0% 19.4% -6.1%
Return on capital employed 17.8% 10.8% -6.0%
Asset turnover 0.8x 1.1x 0.5x
Cash conversion (OCF / net income) 1.7x 2.9x -1.5x
Stock comp / revenue – 6.9% 19.7%

Financial Health

11 metrics
MetricERICEXTRFSLY
Debt / assets 12.4% 13.9% 21.5%
Debt / equity 0.3x 1.8x 0.3x
Net debt / EBITDA -0.6x -0.6x -3.3x
Debt / FCF 1.0x 1.7x 6.4x
Liabilities / assets 63.1% 92.5% 34.1%
Equity / assets 36.9% 7.5% 65.9%
Interest coverage – 4.5x -6.3x
Current ratio 1.2x 0.9x 3.4x
Quick ratio 0.8x 0.6x 3.2x
Cash ratio 0.4x 0.4x 2.4x
Altman Z-score – 1.78 4.24

Shareholder Returns

7 metrics
MetricERICEXTRFSLY
Dividend yield 2.8% – –
Net buyback yield -2.2% 2.9% -0.2%
Shareholder yield 0.6% 2.9% -0.2%
Payout ratio (earnings) 50.9% – –
Payout ratio (FCF) 27.7% – –
Dividend growth (1Y) -13.4% – –
Dividend CAGR (3Y) -7.7% – –

Analyst Estimates

Solid lines are reported fiscal-year results; dashed lines are the consensus for the years ahead. Hover a year for the analysts' high and low, and how each result compared with its estimate.

ConsensusERICEXTRFSLY
Forward P/E 16.8xFY2026 16.4xFY2027 52.3xFY2026
EPS, next fiscal year $0.65FY2026 $1.38FY2027 $0.49FY2026
EPS growth, next FY -30.9%FY2026 +30.2%FY2027 +276.9%FY2026
EPS growth, the year after -3.1% +2.9% +22.4%
Revenue, next fiscal year $24.16BFY2026 $1.34BFY2027 $724.28MFY2026
Revenue growth, next FY -8.1%FY2026 +4.5%FY2027 +16.1%FY2026
Revenue growth, the year after +1.0% +21.3% +13.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersERICEXTRFSLY
Held by institutions 9.5% 96.7% 94.0%
Institutions holding 388 338 283
Change in shares held, QoQ +0.4% +1.2% +7.5%
Institutions buying 219 181 156
Institutions selling 110 121 89
Buyers to sellers 1.99 1.50 1.75

Return Correlation

Daily returns, last 12 months

1.00 means two stocks move in lockstep, 0 that they move independently. Pairs below about 0.5 diversify each other.

ERICEXTRFSLY
ERIC 1.00 0.24 0.13
EXTR 0.24 1.00 0.16
FSLY 0.13 0.16 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, ERIC, EXTR and FSLY?

Ericsson Lm Telephone (ERIC) is the largest by market capitalisation: Ericsson Lm Telephone (ERIC) $36.95B, Extreme Networks (EXTR) $3.18B, Fastly (FSLY) $4.39B.

Which stock is cheaper, ERIC, EXTR and FSLY?

Ericsson Lm Telephone (ERIC) trades on the lowest price-to-earnings ratio (Ericsson Lm Telephone (ERIC) 18.1x, Extreme Networks (EXTR) 75.4x, Fastly (FSLY) -54.1x). On next year's consensus earnings, Extreme Networks (EXTR) is cheapest (Ericsson Lm Telephone (ERIC) 16.8x, Extreme Networks (EXTR) 16.4x, Fastly (FSLY) 52.3x). A lower multiple can reflect slower expected growth, so read it next to the growth figures.

Which company is growing faster?

Fastly (FSLY) grew revenue fastest over the trailing twelve months: Ericsson Lm Telephone (ERIC) -38.5%, Extreme Networks (EXTR) +12.6%, Fastly (FSLY) +20.4%.

Which company is more profitable?

Ericsson Lm Telephone (ERIC) has the highest net margin (Ericsson Lm Telephone (ERIC) 8.3%, Extreme Networks (EXTR) 3.3%, Fastly (FSLY) -11.8%). On return on invested capital, Ericsson Lm Telephone (ERIC) leads (Ericsson Lm Telephone (ERIC) 20.0%, Extreme Networks (EXTR) 19.4%, Fastly (FSLY) -6.1%).

Which stock has performed better?

Over the past year Fastly (FSLY) returned the most: Ericsson Lm Telephone (ERIC) +15.2%, Extreme Networks (EXTR) +8.7%, Fastly (FSLY) +207.4%. Over five years, Extreme Networks (EXTR) compounded fastest (Ericsson Lm Telephone (ERIC) -0.2%/yr, Extreme Networks (EXTR) +18.6%/yr, Fastly (FSLY) -11.9%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Ericsson Lm Telephone (ERIC) has been the steadiest (Ericsson Lm Telephone (ERIC) 36.5%, Extreme Networks (EXTR) 55.5%, Fastly (FSLY) 118.6%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, ERIC, EXTR and FSLY?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Ericsson Lm Telephone (ERIC) leads on 5. Business Quant does not give investment advice; use the comparison as a starting point for your own research.

Data from SEC filings, exchange prices and consensus estimates, via Business Quant. Percentile scores compare each company with its own peer group, so two companies' scores are each relative to different peers unless you rank against the whole market. Price returns exclude dividends. Nothing on this page is investment advice.