FSLY vs ERIC Stock Comparison

Fastly and Ericsson Lm Telephone Prices as of Oct 23, 2026 Peers: Industry group
FSLY Fastly, Inc.
$24.41 -17.7% 1M +199.1% 1Y
Market cap
$4.04B
P/E
–
Revenue (TTM)
$687.17M
Div. yield
–
Content Delivery Networks Technology
4 wins
ERIC Ericsson Lm Telephone Co
$10.66 +9.6% 1M +12.4% 1Y
Market cap
$36.28B
P/E
17.8x
Revenue (TTM)
$24.56B
Div. yield
-0.03%
Networking Equipment Technology
6 wins

Head to Head

10 decided of 12

Ericsson Lm Telephone leads on 6 of the 12 questions below (Ericsson Lm Telephone 6, Fastly 4). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFSLYERICLeader
Larger companyMarket capitalisation $4.04B $36.28B ERIC
Cheaper on earningsLower P/E, profitable companies only -49.8x 17.8x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 49.8x 16.7x ERIC
Faster revenue growthRevenue growth, trailing twelve months +20.4% -38.5% FSLY
More profitableNet margin, trailing twelve months -11.8% 8.3% ERIC
Better return on capitalReturn on invested capital -6.1% 20.0% ERIC
Less leveragedLower net debt / EBITDA -3.3x -0.6x FSLY
Higher dividend yieldTrailing dividend yield 0.00% -0.03% –
Better 1-year returnPrice return, last 12 months +199.1% +12.4% FSLY
Better 5-year returnAnnualised price return, 5 years -12.7%/yr -1.6%/yr ERIC
Less volatileAnnualised volatility, 1 year 118.3% 36.4% ERIC
Higher overall scoreMean of the five percentile scores vs peers 66/100 60/100 FSLY

Percentile Scorecard

FSLYERIC

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

AxisFSLYERIC
Valuation 49 #20 of 38 88 #14 of 112
Growth 94 #3 of 36 46 #59 of 109
Profitability 49 #18 of 34 87 #15 of 105
Financial Health 81 #8 of 38 41 #70 of 117
Shareholder Returns 57 #10 of 22 37 #52 of 82
Overall 66 60
  • FSLY ranked among 39 companies in Cloud Computing
  • ERIC ranked among 122 companies in Computer Hardware

Price Performance

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

Returns

PeriodFSLYERICSPY
1 month -17.7%+9.6% -1.0%
3 months +20.6%+14.1% +2.9%
6 months +2.7%-5.4% +6.4%
Year to date +139.8%+10.5% +11.4%
1 year +199.1%+12.4% +13.1%
3 years +62.7%+140.6% +79.4%
3 years, per year +17.6%+34.0% +21.5%
5 years -49.3%-7.9% +67.7%
5 years, per year -12.7%-1.6% +10.9%
10 years —+109.0% +255.2%
10 years, per year —+7.7% +13.5%

Risk

MeasureFSLYERICSPY
Volatility, 1Y 118.3%36.4% 12.7%
Downside volatility, 1Y 107.7%36.4% 12.7%
Beta vs S&P 500, 1Y 1.391.01 1.00
Return / volatility, 1Y 1.680.34 1.03
Max drawdown, 5Y -90.8%-65.8% -25.4%
From 52-week high -27.1%-22.4% -2.5%
52-week high $33.50$13.74 $779.14
52-week low $7.96$9.15 $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.

MultipleFSLYERIC
P/E now vs peer median -47.4xmedian 29.1x 17.4xmedian 31.3x
P/S now vs peer median 5.7xmedian 4.5x 1.5xmedian 2.6x
EV/EBITDA now vs peer median 941.9xmedian 21.5x 8.9xmedian 19.6x
P/FCF now vs peer median 76.6xmedian 17.3x 9.6xmedian 28.3x
P/B now vs peer median 3.9xmedian 3.9x 3.2xmedian 2.9x
PEG now vs peer median -1.79median 0.33 0.40median 1.15

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 monthsFSLYERIC
Revenue $687.17M $24.56B
Gross profit $422.42M $11.51B
Operating income -$82.21M $2.90B
Net income -$81.10M $2.04B
Free cash flow $50.68M $3.76B
R&D $167.06M $5.22B
EPS (diluted) $-0.51 $0.61
Cash & equivalents $89.80M $5.11B
Total debt $323.96M $14.14B
Shares (diluted) 157.60M 3.34B
Enterprise value $2.66B $13.89B

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
MetricFSLYERIC
P/E -47.4x 17.4x
P/FCF 76.6x 9.6x
P/Operating cash flow 32.5x 10.4x
P/S 5.7x 1.5x
P/B 3.9x 3.2x
P/Tangible book 4.0x 3.2x
EV/EBITDA 941.9x 8.9x
EV/EBIT -47.1x 11.7x
EV/Revenue 5.6x 1.4x
EV/FCF 76.4x 9.0x
EV/Operating cash flow 32.4x 9.8x
PEG (3Y EPS CAGR) -1.79 0.40

Growth

14 metrics
MetricFSLYERIC
Revenue growth (1Y) 20.4% -38.5%
Revenue CAGR (3Y) 13.6% -2.0%
Gross profit growth (1Y) 37.3% 3.7%
Gross profit CAGR (3Y) 20.8% 4.0%
Operating income growth (1Y) 45.2% -18.4%
Operating income CAGR (3Y) 27.0% 55.0%
Net income growth (1Y) 45.0% -18.7%
Net income CAGR (3Y) 21.2% 43.4%
EPS growth (1Y) 49.2% -17.7%
EPS CAGR (3Y) 26.5% 43.1%
Operating cash flow growth (1Y) 124.3% 4.3%
Operating cash flow CAGR (3Y) 91.8% 44.0%
Free cash flow growth (1Y) 49.6% 6.1%
Free cash flow CAGR (3Y) 47.1% 34.7%

Profitability

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

Financial Health

11 metrics
MetricFSLYERIC
Debt / assets 21.5% 12.4%
Debt / equity 0.3x 0.3x
Net debt / EBITDA -3.3x -0.6x
Debt / FCF 6.4x 1.0x
Liabilities / assets 34.1% 63.1%
Equity / assets 65.9% 36.9%
Interest coverage -6.3x –
Current ratio 3.4x 1.2x
Quick ratio 3.2x 0.8x
Cash ratio 2.4x 0.4x
Altman Z-score 4.02 –

Shareholder Returns

7 metrics
MetricFSLYERIC
Dividend yield – 2.9%
Net buyback yield -0.3% -2.3%
Shareholder yield -0.3% 0.6%
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.

ConsensusFSLYERIC
Forward P/E 49.8xFY2026 16.7xFY2026
EPS, next fiscal year $0.49FY2026 $0.64FY2026
EPS growth, next FY +276.9%FY2026 -31.9%FY2026
EPS growth, the year after +22.4% 0.0%
Revenue, next fiscal year $724.28MFY2026 $24.06BFY2026
Revenue growth, next FY +16.1%FY2026 -8.5%FY2026
Revenue growth, the year after +13.0% +0.7%

Institutional Ownership

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

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.

FSLYERIC
FSLY 1.00 0.13
ERIC 0.13 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, FSLY and ERIC?

Ericsson Lm Telephone (ERIC) is the largest by market capitalisation: Fastly (FSLY) $4.04B, Ericsson Lm Telephone (ERIC) $36.28B.

Which company is growing faster?

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

Which company is more profitable?

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

Which stock has performed better?

Over the past year Fastly (FSLY) returned the most: Fastly (FSLY) +199.1%, Ericsson Lm Telephone (ERIC) +12.4%. Over five years, Ericsson Lm Telephone (ERIC) compounded fastest (Fastly (FSLY) -12.7%/yr, Ericsson Lm Telephone (ERIC) -1.6%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Ericsson Lm Telephone (ERIC) has been the steadiest (Fastly (FSLY) 118.3%, Ericsson Lm Telephone (ERIC) 36.4%). Volatility measures how widely the price swings, not the risk of the business.

Do FSLY and ERIC move together?

Their daily returns over the past year have a correlation of 0.13, a weak relationship. Holding both diversifies more than two closely linked stocks would.

Which is the better stock, FSLY and ERIC?

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 6. 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.