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Side-by-side financial comparison of Acadian Asset Management Inc. (AAMI) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($173.0M vs $172.2M, roughly 1.0× Acadian Asset Management Inc.). Acadian Asset Management Inc. runs the higher net margin — 20.2% vs -11.9%, a 32.0% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 2.6%). Over the past eight quarters, Acadian Asset Management Inc.'s revenue compounded faster (27.6% CAGR vs 14.3%).
United Asset Management was an American holding company headquartered in Boston, Massachusetts.
Fastly, Inc. is an American company based in San Francisco, which describes itself as a cloud computing company. Fastly provides content delivery network services, image optimization, and load balancing services. Fastly's cloud security services include denial-of-service attack protection, bot mitigation, and a web application firewall.
AAMI vs FSLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.2M | $173.0M |
| Net Profit | $34.7M | $-20.5M |
| Gross Margin | — | 62.5% |
| Operating Margin | 33.3% | 23.7% |
| Net Margin | 20.2% | -11.9% |
| Revenue YoY | 2.6% | 19.8% |
| Net Profit YoY | -18.4% | 47.6% |
| EPS (diluted) | $0.97 | $-0.13 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $173.0M | ||
| Q4 25 | $172.2M | $172.6M | ||
| Q3 25 | $144.2M | $158.2M | ||
| Q2 25 | $127.4M | $148.7M | ||
| Q1 25 | $119.9M | $144.5M | ||
| Q4 24 | $167.8M | $140.6M | ||
| Q3 24 | $123.1M | $137.2M | ||
| Q2 24 | $109.0M | $132.4M |
| Q1 26 | — | $-20.5M | ||
| Q4 25 | $34.7M | $-15.5M | ||
| Q3 25 | $15.1M | $-29.5M | ||
| Q2 25 | $10.1M | $-37.5M | ||
| Q1 25 | $20.1M | $-39.1M | ||
| Q4 24 | $42.5M | $-32.9M | ||
| Q3 24 | $16.9M | $-38.0M | ||
| Q2 24 | $11.0M | $-43.7M |
| Q1 26 | — | 62.5% | ||
| Q4 25 | — | 61.4% | ||
| Q3 25 | — | 58.4% | ||
| Q2 25 | — | 54.5% | ||
| Q1 25 | — | 53.2% | ||
| Q4 24 | — | 53.4% | ||
| Q3 24 | — | 54.5% | ||
| Q2 24 | — | 55.1% |
| Q1 26 | — | 23.7% | ||
| Q4 25 | 33.3% | -8.7% | ||
| Q3 25 | 18.4% | -18.2% | ||
| Q2 25 | 12.7% | -24.8% | ||
| Q1 25 | 26.6% | -26.4% | ||
| Q4 24 | 38.7% | -24.4% | ||
| Q3 24 | 21.9% | -29.6% | ||
| Q2 24 | 18.9% | -35.3% |
| Q1 26 | — | -11.9% | ||
| Q4 25 | 20.2% | -9.0% | ||
| Q3 25 | 10.5% | -18.6% | ||
| Q2 25 | 7.9% | -25.2% | ||
| Q1 25 | 16.8% | -27.1% | ||
| Q4 24 | 25.3% | -23.4% | ||
| Q3 24 | 13.7% | -27.7% | ||
| Q2 24 | 10.1% | -33.0% |
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.97 | $-0.10 | ||
| Q3 25 | $0.42 | $-0.20 | ||
| Q2 25 | $0.28 | $-0.26 | ||
| Q1 25 | $0.54 | $-0.27 | ||
| Q4 24 | $1.11 | $-0.23 | ||
| Q3 24 | $0.45 | $-0.27 | ||
| Q2 24 | $0.29 | $-0.32 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | — | $146.7M |
| Total DebtLower is stronger | $200.0M | — |
| Stockholders' EquityBook value | — | $977.1M |
| Total Assets | $677.0M | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $146.7M | ||
| Q4 25 | — | $361.8M | ||
| Q3 25 | — | $342.9M | ||
| Q2 25 | — | $321.2M | ||
| Q1 25 | — | $307.3M | ||
| Q4 24 | — | $295.9M | ||
| Q3 24 | — | $308.2M | ||
| Q2 24 | — | $311.8M |
| Q1 26 | — | — | ||
| Q4 25 | $200.0M | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $275.0M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $977.1M | ||
| Q4 25 | — | $929.6M | ||
| Q3 25 | — | $937.0M | ||
| Q2 25 | — | $942.6M | ||
| Q1 25 | — | $957.0M | ||
| Q4 24 | — | $965.3M | ||
| Q3 24 | — | $969.5M | ||
| Q2 24 | — | $981.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $677.0M | $1.5B | ||
| Q3 25 | $751.4M | $1.5B | ||
| Q2 25 | $672.3M | $1.5B | ||
| Q1 25 | $677.3M | $1.4B | ||
| Q4 24 | $703.2M | $1.5B | ||
| Q3 24 | $555.2M | $1.5B | ||
| Q2 24 | $533.1M | $1.5B |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $-2.4M | $28.9M |
| Free Cash FlowOCF − Capex | — | $4.1M |
| FCF MarginFCF / Revenue | — | 2.4% |
| Capex IntensityCapex / Revenue | — | 14.3% |
| Cash ConversionOCF / Net Profit | -0.07× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $55.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $28.9M | ||
| Q4 25 | $-2.4M | $22.4M | ||
| Q3 25 | $-23.9M | $28.9M | ||
| Q2 25 | $61.6M | $25.8M | ||
| Q1 25 | $-48.8M | $17.3M | ||
| Q4 24 | $55.8M | $5.2M | ||
| Q3 24 | $69.6M | $5.0M | ||
| Q2 24 | $45.7M | $-4.9M |
| Q1 26 | — | $4.1M | ||
| Q4 25 | — | $12.2M | ||
| Q3 25 | — | $22.9M | ||
| Q2 25 | — | $15.9M | ||
| Q1 25 | — | $14.7M | ||
| Q4 24 | — | $251.0K | ||
| Q3 24 | — | $3.0M | ||
| Q2 24 | — | $-6.7M |
| Q1 26 | — | 2.4% | ||
| Q4 25 | — | 7.1% | ||
| Q3 25 | — | 14.5% | ||
| Q2 25 | — | 10.7% | ||
| Q1 25 | — | 10.2% | ||
| Q4 24 | — | 0.2% | ||
| Q3 24 | — | 2.2% | ||
| Q2 24 | — | -5.1% |
| Q1 26 | — | 14.3% | ||
| Q4 25 | — | 5.9% | ||
| Q3 25 | — | 3.8% | ||
| Q2 25 | — | 6.6% | ||
| Q1 25 | — | 1.8% | ||
| Q4 24 | — | 3.5% | ||
| Q3 24 | — | 1.5% | ||
| Q2 24 | — | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | -0.07× | — | ||
| Q3 25 | -1.58× | — | ||
| Q2 25 | 6.10× | — | ||
| Q1 25 | -2.43× | — | ||
| Q4 24 | 1.31× | — | ||
| Q3 24 | 4.12× | — | ||
| Q2 24 | 4.15× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
AAMI
Segment breakdown not available.
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
