FSLY vs NET vs ALAR Stock Comparison

Fastly, Cloudflare and Alarum Technologies Prices as of Oct 26, 2026 Peers: Industry group
FSLY Fastly, Inc.
$25.61 +2.6% 1M +207.4% 1Y
Market cap
$4.32B
P/E
–
Revenue (TTM)
$687.17M
Div. yield
–
Content Delivery Networks Technology
2 wins
NET Cloudflare, Inc.
$332.09 -4.8% 1M +52.4% 1Y
Market cap
$116.30B
P/E
–
Revenue (TTM)
$2.51B
Div. yield
–
Content Delivery Networks Technology
3 wins
ALAR Alarum Technologies Ltd.
$1.41 -20.8% 1M -90.1% 1Y
Market cap
$9.43M
P/E
0.1x
Revenue (TTM)
$45.33M
Div. yield
–
Data Infrastructure Technology
5 wins

Head to Head

10 decided of 12

Alarum Technologies leads on 5 of the 12 questions below (Alarum Technologies 5, Cloudflare 3, Fastly 2). Which ones matter depends on what you are buying for; a cheap multiple and slow growth often come together.

QuestionFSLYNETALARLeader
Larger companyMarket capitalisation $4.32B $116.30B $9.43M NET
Cheaper on earningsLower P/E, profitable companies only -53.2x -563.8x 0.1x –
Cheaper on forward earningsLower price / next fiscal year consensus EPS 52.3x 255.5x 20.1x ALAR
Faster revenue growthRevenue growth, trailing twelve months +20.4% +33.5% +48.2% ALAR
More profitableNet margin, trailing twelve months -11.8% -8.2% 145.1% ALAR
Better return on capitalReturn on invested capital -6.1% -12.4% 1.4% ALAR
Less leveragedLower net debt / EBITDA -3.3x 252.9x — FSLY
Higher dividend yieldTrailing dividend yield 0.00% 0.00% 0.00% –
Better 1-year returnPrice return, last 12 months +207.4% +52.4% -90.1% FSLY
Better 5-year returnAnnualised price return, 5 years -11.9%/yr +13.2%/yr -34.1%/yr NET
Less volatileAnnualised volatility, 1 year 118.6% 67.1% 113.8% NET
Higher overall scoreMean of the five percentile scores vs peers 67/100 50/100 79/100 ALAR

Percentile Scorecard

FSLYNETALAR

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

AxisFSLYNETALAR
Valuation 49 #20 of 38 16 #32 of 38 100 #1 of 124
Growth 94 #3 of 36 66 #13 of 36 65 #40 of 113
Profitability 49 #18 of 34 46 #19 of 34 79 #24 of 110
Financial Health 81 #8 of 38 60 #16 of 38 73 #35 of 129
Shareholder Returns 60 #9 of 21 65 #8 of 21 –
Overall 67 50 79
  • FSLY ranked among 39 companies in Cloud Computing
  • NET ranked among 39 companies in Cloud Computing
  • ALAR ranked among 137 companies in Infrastructure Software

Price Performance

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

Returns

PeriodFSLYNETALARSPY
1 month +2.6%-4.8%-20.8% -0.8%
3 months +27.8%+25.0%-24.6% +3.5%
6 months -0.7%+56.4%-78.8% +7.0%
Year to date +151.6%+68.4%-83.6% +12.2%
1 year +207.4%+52.4%-90.1% +13.0%
3 years +81.4%+500.0%-54.5% +86.3%
3 years, per year +22.0%+81.8%-23.1% +23.1%
5 years -46.9%+85.9%-87.5% +68.6%
5 years, per year -11.9%+13.2%-34.1% +11.0%

Risk

MeasureFSLYNETALARSPY
Volatility, 1Y 118.6%67.1%113.8% 12.7%
Downside volatility, 1Y 108.1%69.3%131.2% 12.7%
Beta vs S&P 500, 1Y 1.421.601.65 1.00
Return / volatility, 1Y 1.750.78-0.79 1.02
Max drawdown, 5Y -90.8%-82.6%-97.4% -25.4%
From 52-week high -23.6%-8.0%-91.3% -1.8%
52-week high $33.50$360.95$16.25 $779.14
52-week low $7.96$160.19$1.18 $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.

MultipleFSLYNETALAR
P/E now vs peer median -49.8xmedian 29.6x -570.5xmedian 29.6x 0.1xmedian 38.1x
P/S now vs peer median 5.9xmedian 4.2x 42.6xmedian 4.2x 0.2xmedian 4.3x
EV/EBITDA now vs peer median 988.3xmedian 24.2x -9,176xmedian 24.2x —median 35.4x
P/FCF now vs peer median 80.4xmedian 15.1x 307.1xmedian 15.1x —median 27.1x
P/B now vs peer median 4.1xmedian 3.9x 66.0xmedian 3.9x 0.3xmedian 3.4x
PEG now vs peer median -1.88median 0.38 -131.34median 0.38 0.00median 1.27

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 monthsFSLYNETALAR
Revenue $687.17M $2.51B $45.33M
Gross profit $422.42M $1.82B $26.25M
Operating income -$82.21M -$354.38M $683.00K
Net income -$81.10M -$206.28M $1.15M
Free cash flow $50.68M $348.41M –
R&D $167.06M $573.30M $8.46M
EPS (diluted) $-0.51 $-0.58 $50.66
Cash & equivalents $89.80M $1.66B $14.06M
Total debt $323.96M $1.29B $3.23M
Shares (diluted) 157.60M 354.33M 1.30M
Enterprise value $2.94B $99.82B -$46.17M

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
MetricFSLYNETALAR
P/E -49.8x -570.5x 0.1x
P/FCF 80.4x 307.1x –
P/Operating cash flow 34.1x 168.9x –
P/S 5.9x 42.6x 0.2x
P/B 4.1x 66.0x 0.3x
P/Tangible book 4.2x 68.5x 0.3x
EV/EBITDA 988.3x -9,176x –
EV/EBIT -49.4x -293.8x -5.2x
EV/Revenue 5.9x 41.4x -0.1x
EV/FCF 80.1x 298.9x –
EV/Operating cash flow 34.0x 164.4x –
PEG (3Y EPS CAGR) -1.88 -131.34 0.00

Growth

14 metrics
MetricFSLYNETALAR
Revenue growth (1Y) 20.4% 33.5% 48.2%
Revenue CAGR (3Y) 13.6% 30.6% 30.6%
Gross profit growth (1Y) 37.3% 27.3% 18.5%
Gross profit CAGR (3Y) 20.8% 28.9% 30.5%
Operating income growth (1Y) 45.2% -90.5% -84.7%
Operating income CAGR (3Y) 27.0% -21.0% 27.5%
Net income growth (1Y) 45.0% -76.2% -75.8%
Net income CAGR (3Y) 21.2% 2.3% -44.3%
EPS growth (1Y) 49.2% -72.8% 22.6%
EPS CAGR (3Y) 26.5% 4.3% 109.7%
Operating cash flow growth (1Y) 124.3% 32.6% –
Operating cash flow CAGR (3Y) 91.8% 41.9% –
Free cash flow growth (1Y) 49.6% 67.1% –
Free cash flow CAGR (3Y) 47.1% 61.1% –

Profitability

14 metrics
MetricFSLYNETALAR
Gross margin 61.5% 72.6% 57.9%
EBITDA margin 0.6% -0.5% –
Operating margin -12.0% -14.1% 1.5%
Pretax margin -12.2% -7.9% 3.8%
Net margin -11.8% -8.2% 145.1%
FCF margin 7.4% 13.9% –
Operating cash flow margin 17.4% 25.2% –
Return on equity -8.3% -13.1% 3.5%
Return on assets -5.4% -3.3% 2.5%
Return on invested capital -6.1% -12.4% 1.4%
Return on capital employed -6.0% -9.6% 1.9%
Asset turnover 0.5x 0.4x 1.0x
Cash conversion (OCF / net income) -1.5x -3.1x –
Stock comp / revenue 19.7% 20.2% –

Financial Health

11 metrics
MetricFSLYNETALAR
Debt / assets 21.5% 20.0% 1.8%
Debt / equity 0.3x 0.8x 0.0x
Net debt / EBITDA -3.3x 252.9x –
Debt / FCF 6.4x 3.7x –
Liabilities / assets 34.1% 75.0% 25.6%
Equity / assets 65.9% 25.0% 74.4%
Interest coverage -6.3x -30.9x –
Current ratio 3.4x 1.8x 2.6x
Quick ratio 3.2x 1.8x 2.6x
Cash ratio 2.4x 1.6x 1.5x
Altman Z-score 4.24 13.53 -0.99

Shareholder Returns

7 metrics
MetricFSLYNETALAR
Dividend yield – – –
Net buyback yield -0.2% 0.0% –
Shareholder yield -0.2% 0.0% –
Payout ratio (earnings) – – –
Payout ratio (FCF) – – –
Dividend growth (1Y) – – –
Dividend CAGR (3Y) – – –

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.

ConsensusFSLYNETALAR
Forward P/E 52.3xFY2026 255.5xFY2026 20.1xFY2026
EPS, next fiscal year $0.49FY2026 $1.30FY2026 $0.07FY2026
EPS growth, next FY +276.9%FY2026 +39.8%FY2026 +600.0%FY2026
EPS growth, the year after +22.4% +22.3% +100.0%
Revenue, next fiscal year $724.28MFY2026 $3.02BFY2026 $47.86MFY2026
Revenue growth, next FY +16.1%FY2026 +39.0%FY2026 +17.4%FY2026
Revenue growth, the year after +13.0% +16.4% +41.0%

Institutional Ownership

13F filings, quarter ended Jun 30, 2026
HoldersFSLYNETALAR
Held by institutions 94.0% 88.2% 4.2%
Institutions holding 283 1,219 25
Change in shares held, QoQ +7.5% +2.8% +182.7%
Institutions buying 156 704 16
Institutions selling 89 378 4
Buyers to sellers 1.75 1.86 4.00

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.

FSLYNETALAR
FSLY 1.00 0.38 0.11
NET 0.38 1.00 0.17
ALAR 0.11 0.17 1.00

Add a Peer

Largest companies in the same industry

Related Comparisons

Frequently Asked Questions

Which is bigger, FSLY, NET and ALAR?

Cloudflare (NET) is the largest by market capitalisation: Fastly (FSLY) $4.32B, Cloudflare (NET) $116.30B, Alarum Technologies (ALAR) $9.43M.

Which company is growing faster?

Alarum Technologies (ALAR) grew revenue fastest over the trailing twelve months: Fastly (FSLY) +20.4%, Cloudflare (NET) +33.5%, Alarum Technologies (ALAR) +48.2%.

Which company is more profitable?

Alarum Technologies (ALAR) has the highest net margin (Fastly (FSLY) -11.8%, Cloudflare (NET) -8.2%, Alarum Technologies (ALAR) 145.1%). On return on invested capital, Alarum Technologies (ALAR) leads (Fastly (FSLY) -6.1%, Cloudflare (NET) -12.4%, Alarum Technologies (ALAR) 1.4%).

Which stock has performed better?

Over the past year Fastly (FSLY) returned the most: Fastly (FSLY) +207.4%, Cloudflare (NET) +52.4%, Alarum Technologies (ALAR) -90.1%. Over five years, Cloudflare (NET) compounded fastest (Fastly (FSLY) -11.9%/yr, Cloudflare (NET) +13.2%/yr, Alarum Technologies (ALAR) -34.1%/yr). Returns are price only, before dividends.

Which stock is riskier?

By one-year price volatility, Cloudflare (NET) has been the steadiest (Fastly (FSLY) 118.6%, Cloudflare (NET) 67.1%, Alarum Technologies (ALAR) 113.8%). Volatility measures how widely the price swings, not the risk of the business.

Which is the better stock, FSLY, NET and ALAR?

There is no single answer; it depends on what you are buying for. On the 12 head-to-head measures on this page, Alarum Technologies (ALAR) 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.