Fastly vs Netlify

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

Fastly

-4%

est. 2Y upside i

DevOps & InfraCybersecurityIPO

Rank

#3991

Sector

Edge Cloud Platform, Security, CDN

Est. Liquidity

~0Y

Data Quality

Data: High

Fastly presents a risky equity opportunity with an expected downside over a two-year horizon, primarily due to intense competition from larger incumbents and a valuation that some analysts consider stretched.

Last updated: March 10, 2026

Netlify

-75%

est. 2Y upside i

DevOps & InfraSeries D+

Rank

#4302

Sector

Cloud Infrastructure / Developer Tools

Est. Liquidity

~4Y

Data Quality

Data: Medium

Netlify at $2B on $46M is severely overvalued (43x).

Last updated: March 21, 2026

Note: These companies have different risk levels. Fastly (Moderate Risk) and Netlify (Higher Risk). A higher expected upside in a higher-risk company comes with greater uncertainty. Compare within the same risk tier for more meaningful evaluation.

Upside Comparison

Expected Upside

Fastly

-4%

Netlify

-75%

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