Cloudflare vs Fastly

Side-by-side comparison of model-estimated upside.

Cloudflare

-42%

est. 2Y upside i

CybersecuritySeries D+

Rank

#3555

Sector

Cybersecurity & Cloud Infrastructure

Est. Liquidity

~3Y

Data Quality

Data: Medium

With an entry valuation of $86B, Cloudflare trades at 22x projected 2028 revenue, far above comparable public companies (3-13x).

Last updated: July 3, 2026

Fastly

-6%

est. 2Y upside i

DevOps & Infra

Rank

#3248

Sector

Cloud Computing

Est. Liquidity

~1Y

Data Quality

Data: Low

Equity upside is negative (-6.1% expected) due to intense competition from Cloudflare and hyperscalers, slowing 20% growth, and a high incumbent threat.

Last updated: July 3, 2026

Upside Comparison

Expected Upside

Cloudflare

-42%

Fastly

-6%

Disclaimer: These rankings are AI-generated estimates and do not constitute financial or career advice. Always conduct your own due diligence.