vs

Side-by-side financial comparison of BANC OF CALIFORNIA, INC. (BANC) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.

BANC OF CALIFORNIA, INC. is the larger business by last-quarter revenue ($286.9M vs $173.0M, roughly 1.7× Fastly, Inc.). BANC OF CALIFORNIA, INC. runs the higher net margin — 25.1% vs -11.9%, a 36.9% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 7.9%). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs -23.7%).

Banc of California is an American bank with 80 branches in California, as well as locations in Denver, Colorado, and Durham, North Carolina. The bank is headquartered in Los Angeles, California, with about 2,000 employees nationwide including in New York and Chicago. Banc of California offers a broad range of loan and deposit products and services, focusing on providing banking and treasury management services to small-, middle-market, and venture-backed businesses.

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.

BANC vs FSLY — Head-to-Head

Bigger by revenue
BANC
BANC
1.7× larger
BANC
$286.9M
$173.0M
FSLY
Growing faster (revenue YoY)
FSLY
FSLY
+11.9% gap
FSLY
19.8%
7.9%
BANC
Higher net margin
BANC
BANC
36.9% more per $
BANC
25.1%
-11.9%
FSLY
Faster 2-yr revenue CAGR
FSLY
FSLY
Annualised
FSLY
14.3%
-23.7%
BANC

Income Statement — Q1 FY2026 vs Q1 FY2026

Metric
BANC
BANC
FSLY
FSLY
Revenue
$286.9M
$173.0M
Net Profit
$72.0M
$-20.5M
Gross Margin
62.5%
Operating Margin
23.7%
Net Margin
25.1%
-11.9%
Revenue YoY
7.9%
19.8%
Net Profit YoY
34.3%
47.6%
EPS (diluted)
$0.39
$-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.

Revenue
BANC
BANC
FSLY
FSLY
Q1 26
$286.9M
$173.0M
Q4 25
$458.5M
$172.6M
Q3 25
$466.8M
$158.2M
Q2 25
$453.1M
$148.7M
Q1 25
$440.3M
$144.5M
Q4 24
$453.5M
$140.6M
Q3 24
$431.4M
$137.2M
Q2 24
$492.4M
$132.4M
Net Profit
BANC
BANC
FSLY
FSLY
Q1 26
$72.0M
$-20.5M
Q4 25
$77.4M
$-15.5M
Q3 25
$69.6M
$-29.5M
Q2 25
$28.4M
$-37.5M
Q1 25
$53.6M
$-39.1M
Q4 24
$56.9M
$-32.9M
Q3 24
$8.8M
$-38.0M
Q2 24
$30.3M
$-43.7M
Gross Margin
BANC
BANC
FSLY
FSLY
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%
Operating Margin
BANC
BANC
FSLY
FSLY
Q1 26
23.7%
Q4 25
21.8%
-8.7%
Q3 25
19.8%
-18.2%
Q2 25
10.6%
-24.8%
Q1 25
16.6%
-26.4%
Q4 24
15.5%
-24.4%
Q3 24
2.7%
-29.6%
Q2 24
9.1%
-35.3%
Net Margin
BANC
BANC
FSLY
FSLY
Q1 26
25.1%
-11.9%
Q4 25
16.9%
-9.0%
Q3 25
14.9%
-18.6%
Q2 25
6.3%
-25.2%
Q1 25
12.2%
-27.1%
Q4 24
12.6%
-23.4%
Q3 24
2.0%
-27.7%
Q2 24
6.2%
-33.0%
EPS (diluted)
BANC
BANC
FSLY
FSLY
Q1 26
$0.39
$-0.13
Q4 25
$0.41
$-0.10
Q3 25
$0.38
$-0.20
Q2 25
$0.12
$-0.26
Q1 25
$0.26
$-0.27
Q4 24
$0.29
$-0.23
Q3 24
$-0.01
$-0.27
Q2 24
$0.12
$-0.32

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
BANC
BANC
FSLY
FSLY
Cash + ST InvestmentsLiquidity on hand
$2.2B
$146.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$3.6B
$977.1M
Total Assets
$34.7B
$1.5B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
BANC
BANC
FSLY
FSLY
Q1 26
$2.2B
$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
Total Debt
BANC
BANC
FSLY
FSLY
Q1 26
Q4 25
$2.1B
Q3 25
$2.0B
Q2 25
$1.9B
Q1 25
$1.7B
Q4 24
$1.4B
Q3 24
$1.6B
Q2 24
$1.4B
Stockholders' Equity
BANC
BANC
FSLY
FSLY
Q1 26
$3.6B
$977.1M
Q4 25
$3.5B
$929.6M
Q3 25
$3.5B
$937.0M
Q2 25
$3.4B
$942.6M
Q1 25
$3.5B
$957.0M
Q4 24
$3.5B
$965.3M
Q3 24
$3.5B
$969.5M
Q2 24
$3.4B
$981.2M
Total Assets
BANC
BANC
FSLY
FSLY
Q1 26
$34.7B
$1.5B
Q4 25
$34.8B
$1.5B
Q3 25
$34.0B
$1.5B
Q2 25
$34.3B
$1.5B
Q1 25
$33.8B
$1.4B
Q4 24
$33.5B
$1.5B
Q3 24
$33.4B
$1.5B
Q2 24
$35.2B
$1.5B
Debt / Equity
BANC
BANC
FSLY
FSLY
Q1 26
Q4 25
0.58×
Q3 25
0.58×
Q2 25
0.56×
Q1 25
0.47×
Q4 24
0.40×
Q3 24
0.46×
Q2 24
0.42×

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
BANC
BANC
FSLY
FSLY
Operating Cash FlowLast quarter
$28.9M
Free Cash FlowOCF − Capex
$4.1M
FCF MarginFCF / Revenue
2.4%
Capex IntensityCapex / Revenue
14.3%
Cash ConversionOCF / Net Profit
TTM Free Cash FlowTrailing 4 quarters
$55.2M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
BANC
BANC
FSLY
FSLY
Q1 26
$28.9M
Q4 25
$255.6M
$22.4M
Q3 25
$75.7M
$28.9M
Q2 25
$62.7M
$25.8M
Q1 25
$15.1M
$17.3M
Q4 24
$77.4M
$5.2M
Q3 24
$46.9M
$5.0M
Q2 24
$39.1M
$-4.9M
Free Cash Flow
BANC
BANC
FSLY
FSLY
Q1 26
$4.1M
Q4 25
$234.8M
$12.2M
Q3 25
$75.5M
$22.9M
Q2 25
$61.4M
$15.9M
Q1 25
$13.6M
$14.7M
Q4 24
$64.3M
$251.0K
Q3 24
$44.6M
$3.0M
Q2 24
$34.4M
$-6.7M
FCF Margin
BANC
BANC
FSLY
FSLY
Q1 26
2.4%
Q4 25
51.2%
7.1%
Q3 25
16.2%
14.5%
Q2 25
13.6%
10.7%
Q1 25
3.1%
10.2%
Q4 24
14.2%
0.2%
Q3 24
10.3%
2.2%
Q2 24
7.0%
-5.1%
Capex Intensity
BANC
BANC
FSLY
FSLY
Q1 26
14.3%
Q4 25
4.5%
5.9%
Q3 25
0.0%
3.8%
Q2 25
0.3%
6.6%
Q1 25
0.3%
1.8%
Q4 24
2.9%
3.5%
Q3 24
0.5%
1.5%
Q2 24
1.0%
1.3%
Cash Conversion
BANC
BANC
FSLY
FSLY
Q1 26
Q4 25
3.30×
Q3 25
1.09×
Q2 25
2.21×
Q1 25
0.28×
Q4 24
1.36×
Q3 24
5.34×
Q2 24
1.29×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

BANC
BANC

Segment breakdown not available.

FSLY
FSLY

Network Services$126.2M73%
Security$38.8M22%
Other$8.0M5%

Related Comparisons