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Side-by-side financial comparison of COASTAL FINANCIAL CORP (CCB) 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 $138.0M, roughly 1.3× COASTAL FINANCIAL CORP). On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -5.8%). COASTAL FINANCIAL CORP produced more free cash flow last quarter ($246.1M vs $12.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -3.6%).
Fidelity National Financial, Inc., is an American provider of title insurance and settlement services to the real estate and mortgage industries. A Fortune 500 company, Fidelity National Financial generated approximately $8.469 billion in annual revenue in 2019 from its title and real estate-related operations. The company was the first instance of an attorney licensed by a Native American Tribe being certified as "authorized house counsel" in the state of Florida.
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.
CCB vs FSLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $138.0M | $172.6M |
| Net Profit | — | $-15.5M |
| Gross Margin | — | 61.4% |
| Operating Margin | 12.4% | -8.7% |
| Net Margin | — | -9.0% |
| Revenue YoY | -5.8% | 22.8% |
| Net Profit YoY | — | 52.9% |
| EPS (diluted) | $0.84 | $-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 | $138.0M | $172.6M | ||
| Q3 25 | $144.7M | $158.2M | ||
| Q2 25 | $119.4M | $148.7M | ||
| Q1 25 | $139.5M | $144.5M | ||
| Q4 24 | $146.5M | $140.6M | ||
| Q3 24 | $151.1M | $137.2M | ||
| Q2 24 | $135.3M | $132.4M | ||
| Q1 24 | $148.4M | $133.5M |
| Q4 25 | — | $-15.5M | ||
| Q3 25 | $13.6M | $-29.5M | ||
| Q2 25 | $11.0M | $-37.5M | ||
| Q1 25 | $9.7M | $-39.1M | ||
| Q4 24 | — | $-32.9M | ||
| Q3 24 | $13.5M | $-38.0M | ||
| Q2 24 | $11.6M | $-43.7M | ||
| Q1 24 | $6.8M | $-43.4M |
| 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 24 | — | 54.8% |
| Q4 25 | 12.4% | -8.7% | ||
| Q3 25 | 12.4% | -18.2% | ||
| Q2 25 | 12.0% | -24.8% | ||
| Q1 25 | 8.4% | -26.4% | ||
| Q4 24 | 11.7% | -24.4% | ||
| Q3 24 | 10.8% | -29.6% | ||
| Q2 24 | 11.1% | -35.3% | ||
| Q1 24 | 5.9% | -34.6% |
| Q4 25 | — | -9.0% | ||
| Q3 25 | 9.4% | -18.6% | ||
| Q2 25 | 9.2% | -25.2% | ||
| Q1 25 | 7.0% | -27.1% | ||
| Q4 24 | — | -23.4% | ||
| Q3 24 | 8.9% | -27.7% | ||
| Q2 24 | 8.6% | -33.0% | ||
| Q1 24 | 4.6% | -32.5% |
| Q4 25 | $0.84 | $-0.10 | ||
| Q3 25 | $0.88 | $-0.20 | ||
| Q2 25 | $0.71 | $-0.26 | ||
| Q1 25 | $0.63 | $-0.27 | ||
| Q4 24 | $0.95 | $-0.23 | ||
| Q3 24 | $0.97 | $-0.27 | ||
| Q2 24 | $0.84 | $-0.32 | ||
| Q1 24 | $0.50 | $-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 | — | $361.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $491.0M | $929.6M |
| Total Assets | $4.7B | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| 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 24 | — | $329.5M |
| Q4 25 | $491.0M | $929.6M | ||
| Q3 25 | $475.3M | $937.0M | ||
| Q2 25 | $461.7M | $942.6M | ||
| Q1 25 | $449.9M | $957.0M | ||
| Q4 24 | $438.7M | $965.3M | ||
| Q3 24 | $331.9M | $969.5M | ||
| Q2 24 | $316.7M | $981.2M | ||
| Q1 24 | $303.7M | $991.8M |
| Q4 25 | $4.7B | $1.5B | ||
| Q3 25 | $4.6B | $1.5B | ||
| Q2 25 | $4.5B | $1.5B | ||
| Q1 25 | $4.3B | $1.4B | ||
| Q4 24 | $4.1B | $1.5B | ||
| Q3 24 | $4.1B | $1.5B | ||
| Q2 24 | $4.0B | $1.5B | ||
| Q1 24 | $3.9B | $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 | $254.6M | $22.4M |
| Free Cash FlowOCF − Capex | $246.1M | $12.2M |
| FCF MarginFCF / Revenue | 178.3% | 7.1% |
| Capex IntensityCapex / Revenue | 6.1% | 5.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $436.4M | $65.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $254.6M | $22.4M | ||
| Q3 25 | $59.0M | $28.9M | ||
| Q2 25 | $66.0M | $25.8M | ||
| Q1 25 | $71.7M | $17.3M | ||
| Q4 24 | $259.8M | $5.2M | ||
| Q3 24 | $62.6M | $5.0M | ||
| Q2 24 | $72.1M | $-4.9M | ||
| Q1 24 | $56.8M | $11.1M |
| Q4 25 | $246.1M | $12.2M | ||
| Q3 25 | $57.4M | $22.9M | ||
| Q2 25 | $64.0M | $15.9M | ||
| Q1 25 | $68.9M | $14.7M | ||
| Q4 24 | $249.9M | $251.0K | ||
| Q3 24 | $60.2M | $3.0M | ||
| Q2 24 | $69.5M | $-6.7M | ||
| Q1 24 | $55.0M | $9.5M |
| Q4 25 | 178.3% | 7.1% | ||
| Q3 25 | 39.7% | 14.5% | ||
| Q2 25 | 53.6% | 10.7% | ||
| Q1 25 | 49.4% | 10.2% | ||
| Q4 24 | 170.6% | 0.2% | ||
| Q3 24 | 39.8% | 2.2% | ||
| Q2 24 | 51.3% | -5.1% | ||
| Q1 24 | 37.1% | 7.1% |
| Q4 25 | 6.1% | 5.9% | ||
| Q3 25 | 1.2% | 3.8% | ||
| Q2 25 | 1.7% | 6.6% | ||
| Q1 25 | 2.0% | 1.8% | ||
| Q4 24 | 6.8% | 3.5% | ||
| Q3 24 | 1.6% | 1.5% | ||
| Q2 24 | 1.9% | 1.3% | ||
| Q1 24 | 1.2% | 1.2% |
| Q4 25 | — | — | ||
| Q3 25 | 4.34× | — | ||
| Q2 25 | 5.99× | — | ||
| Q1 25 | 7.37× | — | ||
| Q4 24 | — | — | ||
| Q3 24 | 4.65× | — | ||
| Q2 24 | 6.22× | — | ||
| Q1 24 | 8.35× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CCB
| Other | $74.7M | 54% |
| Baa S Credit Enhancements | $47.3M | 34% |
| Baa S Program Income | $8.4M | 6% |
| Transaction Fees | $4.9M | 4% |
| Servicing And Other Baa S Fees | $1.6M | 1% |
| Baa S Fraud Enhancements | $1.1M | 1% |
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
