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Side-by-side financial comparison of ADMA BIOLOGICS, INC. (ADMA) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $139.2M, roughly 1.2× ADMA BIOLOGICS, INC.). ADMA BIOLOGICS, INC. runs the higher net margin — 35.5% vs -9.0%, a 44.5% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 18.4%). ADMA BIOLOGICS, INC. produced more free cash flow last quarter ($34.6M vs $12.2M). Over the past eight quarters, ADMA BIOLOGICS, INC.'s revenue compounded faster (30.4% CAGR vs 13.7%).
ADMA Biologics Inc. is a biopharmaceutical enterprise focused on the research, development, manufacturing and commercialization of specialty plasma-derived immunoglobulin therapies. It primarily operates in the United States, catering to patients with primary immunodeficiency and other immune-related disorders, healthcare providers and medical institutions across its core immune health therapeutic segment.
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.
ADMA vs FSLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $139.2M | $172.6M |
| Net Profit | $49.4M | $-15.5M |
| Gross Margin | 63.8% | 61.4% |
| Operating Margin | 45.1% | -8.7% |
| Net Margin | 35.5% | -9.0% |
| Revenue YoY | 18.4% | 22.8% |
| Net Profit YoY | -55.9% | 52.9% |
| EPS (diluted) | $0.20 | $-0.10 |
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.
| Q4 25 | $139.2M | $172.6M | ||
| Q3 25 | $134.2M | $158.2M | ||
| Q2 25 | $122.0M | $148.7M | ||
| Q1 25 | $114.8M | $144.5M | ||
| Q4 24 | $117.5M | $140.6M | ||
| Q3 24 | $119.8M | $137.2M | ||
| Q2 24 | $107.2M | $132.4M | ||
| Q1 24 | $81.9M | $133.5M |
| Q4 25 | $49.4M | $-15.5M | ||
| Q3 25 | $36.4M | $-29.5M | ||
| Q2 25 | $34.2M | $-37.5M | ||
| Q1 25 | $26.9M | $-39.1M | ||
| Q4 24 | $111.9M | $-32.9M | ||
| Q3 24 | $35.9M | $-38.0M | ||
| Q2 24 | $32.1M | $-43.7M | ||
| Q1 24 | $17.8M | $-43.4M |
| Q4 25 | 63.8% | 61.4% | ||
| Q3 25 | 56.3% | 58.4% | ||
| Q2 25 | 55.1% | 54.5% | ||
| Q1 25 | 53.2% | 53.2% | ||
| Q4 24 | 53.9% | 53.4% | ||
| Q3 24 | 49.8% | 54.5% | ||
| Q2 24 | 53.6% | 55.1% | ||
| Q1 24 | 47.8% | 54.8% |
| Q4 25 | 45.1% | -8.7% | ||
| Q3 25 | 38.0% | -18.2% | ||
| Q2 25 | 35.1% | -24.8% | ||
| Q1 25 | 30.4% | -26.4% | ||
| Q4 24 | 32.6% | -24.4% | ||
| Q3 24 | 33.1% | -29.6% | ||
| Q2 24 | 36.6% | -35.3% | ||
| Q1 24 | 26.7% | -34.6% |
| Q4 25 | 35.5% | -9.0% | ||
| Q3 25 | 27.1% | -18.6% | ||
| Q2 25 | 28.1% | -25.2% | ||
| Q1 25 | 23.4% | -27.1% | ||
| Q4 24 | 95.2% | -23.4% | ||
| Q3 24 | 30.0% | -27.7% | ||
| Q2 24 | 29.9% | -33.0% | ||
| Q1 24 | 21.7% | -32.5% |
| Q4 25 | $0.20 | $-0.10 | ||
| Q3 25 | $0.15 | $-0.20 | ||
| Q2 25 | $0.14 | $-0.26 | ||
| Q1 25 | $0.11 | $-0.27 | ||
| Q4 24 | $0.45 | $-0.23 | ||
| Q3 24 | $0.15 | $-0.27 | ||
| Q2 24 | $0.13 | $-0.32 | ||
| Q1 24 | $0.08 | $-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 | $87.6M | $361.8M |
| Total DebtLower is stronger | $72.1M | — |
| Stockholders' EquityBook value | $477.3M | $929.6M |
| Total Assets | $624.2M | $1.5B |
| Debt / EquityLower = less leverage | 0.15× | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $87.6M | $361.8M | ||
| Q3 25 | $61.4M | $342.9M | ||
| Q2 25 | $90.3M | $321.2M | ||
| Q1 25 | $71.6M | $307.3M | ||
| Q4 24 | $103.1M | $295.9M | ||
| Q3 24 | $86.7M | $308.2M | ||
| Q2 24 | $88.2M | $311.8M | ||
| Q1 24 | $45.3M | $329.5M |
| Q4 25 | $72.1M | — | ||
| Q3 25 | $72.4M | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | $72.3M | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $477.3M | $929.6M | ||
| Q3 25 | $431.2M | $937.0M | ||
| Q2 25 | $398.3M | $942.6M | ||
| Q1 25 | $373.4M | $957.0M | ||
| Q4 24 | $349.0M | $965.3M | ||
| Q3 24 | $231.9M | $969.5M | ||
| Q2 24 | $188.3M | $981.2M | ||
| Q1 24 | $153.7M | $991.8M |
| Q4 25 | $624.2M | $1.5B | ||
| Q3 25 | $568.7M | $1.5B | ||
| Q2 25 | $558.4M | $1.5B | ||
| Q1 25 | $510.6M | $1.4B | ||
| Q4 24 | $488.7M | $1.5B | ||
| Q3 24 | $390.6M | $1.5B | ||
| Q2 24 | $376.4M | $1.5B | ||
| Q1 24 | $350.9M | $1.5B |
| Q4 25 | 0.15× | — | ||
| Q3 25 | 0.17× | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | 0.21× | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $35.6M | $22.4M |
| Free Cash FlowOCF − Capex | $34.6M | $12.2M |
| FCF MarginFCF / Revenue | 24.8% | 7.1% |
| Capex IntensityCapex / Revenue | 0.8% | 5.9% |
| Cash ConversionOCF / Net Profit | 0.72× | — |
| TTM Free Cash FlowTrailing 4 quarters | $27.8M | $65.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $35.6M | $22.4M | ||
| Q3 25 | $13.3M | $28.9M | ||
| Q2 25 | $21.1M | $25.8M | ||
| Q1 25 | $-19.7M | $17.3M | ||
| Q4 24 | $50.2M | $5.2M | ||
| Q3 24 | $25.0M | $5.0M | ||
| Q2 24 | $45.6M | $-4.9M | ||
| Q1 24 | $-2.2M | $11.1M |
| Q4 25 | $34.6M | $12.2M | ||
| Q3 25 | $-1.1M | $22.9M | ||
| Q2 25 | $18.7M | $15.9M | ||
| Q1 25 | $-24.4M | $14.7M | ||
| Q4 24 | $47.5M | $251.0K | ||
| Q3 24 | $24.0M | $3.0M | ||
| Q2 24 | $43.6M | $-6.7M | ||
| Q1 24 | $-4.6M | $9.5M |
| Q4 25 | 24.8% | 7.1% | ||
| Q3 25 | -0.8% | 14.5% | ||
| Q2 25 | 15.3% | 10.7% | ||
| Q1 25 | -21.2% | 10.2% | ||
| Q4 24 | 40.4% | 0.2% | ||
| Q3 24 | 20.0% | 2.2% | ||
| Q2 24 | 40.7% | -5.1% | ||
| Q1 24 | -5.6% | 7.1% |
| Q4 25 | 0.8% | 5.9% | ||
| Q3 25 | 10.7% | 3.8% | ||
| Q2 25 | 2.0% | 6.6% | ||
| Q1 25 | 4.1% | 1.8% | ||
| Q4 24 | 2.3% | 3.5% | ||
| Q3 24 | 0.9% | 1.5% | ||
| Q2 24 | 1.9% | 1.3% | ||
| Q1 24 | 2.9% | 1.2% |
| Q4 25 | 0.72× | — | ||
| Q3 25 | 0.36× | — | ||
| Q2 25 | 0.62× | — | ||
| Q1 25 | -0.73× | — | ||
| Q4 24 | 0.45× | — | ||
| Q3 24 | 0.70× | — | ||
| Q2 24 | 1.42× | — | ||
| Q1 24 | -0.12× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
ADMA
| ADMA Bio Manufacturing Segment | $123.1M | 88% |
| Other | $16.0M | 12% |
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
