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Side-by-side financial comparison of Vita Coco Company, Inc. (COCO) and Fastly, Inc. (FSLY). Click either name above to swap in a different company.
Vita Coco Company, Inc. is the larger business by last-quarter revenue ($179.8M vs $173.0M, roughly 1.0× Fastly, Inc.). Vita Coco Company, Inc. runs the higher net margin — 17.0% vs -11.9%, a 28.8% gap on every dollar of revenue. On growth, Vita Coco Company, Inc. posted the faster year-over-year revenue change (37.3% vs 19.8%). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 11.7%).
The Vita Coco Company, doing business simply as Vita Coco, is an American beverage company which mainly sells coconut water. The largest brand globally in coconut/plant waters, Vita Coco has operations in 31 countries as of 2016. It is a benefit corporation. The company is owned by All Market Inc.
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.
COCO vs FSLY — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $179.8M | $173.0M |
| Net Profit | $30.5M | $-20.5M |
| Gross Margin | 39.9% | 62.5% |
| Operating Margin | 18.7% | 23.7% |
| Net Margin | 17.0% | -11.9% |
| Revenue YoY | 37.3% | 19.8% |
| Net Profit YoY | 61.4% | 47.6% |
| EPS (diluted) | $0.50 | $-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 | $179.8M | $173.0M | ||
| Q4 25 | $127.8M | $172.6M | ||
| Q3 25 | $182.3M | $158.2M | ||
| Q2 25 | $168.8M | $148.7M | ||
| Q1 25 | $130.9M | $144.5M | ||
| Q4 24 | $127.3M | $140.6M | ||
| Q3 24 | $132.9M | $137.2M | ||
| Q2 24 | $144.1M | $132.4M |
| Q1 26 | $30.5M | $-20.5M | ||
| Q4 25 | $5.5M | $-15.5M | ||
| Q3 25 | $24.0M | $-29.5M | ||
| Q2 25 | $22.9M | $-37.5M | ||
| Q1 25 | $18.9M | $-39.1M | ||
| Q4 24 | $3.4M | $-32.9M | ||
| Q3 24 | $19.3M | $-38.0M | ||
| Q2 24 | $19.1M | $-43.7M |
| Q1 26 | 39.9% | 62.5% | ||
| Q4 25 | 34.9% | 61.4% | ||
| Q3 25 | 37.7% | 58.4% | ||
| Q2 25 | 36.3% | 54.5% | ||
| Q1 25 | 36.7% | 53.2% | ||
| Q4 24 | 32.5% | 53.4% | ||
| Q3 24 | 38.8% | 54.5% | ||
| Q2 24 | 40.8% | 55.1% |
| Q1 26 | 18.7% | 23.7% | ||
| Q4 25 | 8.0% | -8.7% | ||
| Q3 25 | 15.3% | -18.2% | ||
| Q2 25 | 14.9% | -24.8% | ||
| Q1 25 | 14.7% | -26.4% | ||
| Q4 24 | 3.4% | -24.4% | ||
| Q3 24 | 15.5% | -29.6% | ||
| Q2 24 | 20.8% | -35.3% |
| Q1 26 | 17.0% | -11.9% | ||
| Q4 25 | 4.3% | -9.0% | ||
| Q3 25 | 13.2% | -18.6% | ||
| Q2 25 | 13.6% | -25.2% | ||
| Q1 25 | 14.4% | -27.1% | ||
| Q4 24 | 2.6% | -23.4% | ||
| Q3 24 | 14.5% | -27.7% | ||
| Q2 24 | 13.2% | -33.0% |
| Q1 26 | $0.50 | $-0.13 | ||
| Q4 25 | $0.10 | $-0.10 | ||
| Q3 25 | $0.40 | $-0.20 | ||
| Q2 25 | $0.38 | $-0.26 | ||
| Q1 25 | $0.31 | $-0.27 | ||
| Q4 24 | $0.06 | $-0.23 | ||
| Q3 24 | $0.32 | $-0.27 | ||
| Q2 24 | $0.32 | $-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 | $201.9M | $146.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $352.2M | $977.1M |
| Total Assets | $488.3M | $1.5B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $201.9M | $146.7M | ||
| Q4 25 | $196.9M | $361.8M | ||
| Q3 25 | $203.7M | $342.9M | ||
| Q2 25 | $167.0M | $321.2M | ||
| Q1 25 | $153.6M | $307.3M | ||
| Q4 24 | $164.7M | $295.9M | ||
| Q3 24 | $156.7M | $308.2M | ||
| Q2 24 | $150.1M | $311.8M |
| Q1 26 | $352.2M | $977.1M | ||
| Q4 25 | $331.5M | $929.6M | ||
| Q3 25 | $323.7M | $937.0M | ||
| Q2 25 | $296.9M | $942.6M | ||
| Q1 25 | $277.9M | $957.0M | ||
| Q4 24 | $258.8M | $965.3M | ||
| Q3 24 | $252.1M | $969.5M | ||
| Q2 24 | $232.0M | $981.2M |
| Q1 26 | $488.3M | $1.5B | ||
| Q4 25 | $461.2M | $1.5B | ||
| Q3 25 | $461.3M | $1.5B | ||
| Q2 25 | $421.1M | $1.5B | ||
| Q1 25 | $384.0M | $1.4B | ||
| Q4 24 | $362.4M | $1.5B | ||
| Q3 24 | $353.1M | $1.5B | ||
| Q2 24 | $323.0M | $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 | — | $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.
| Q1 26 | — | $28.9M | ||
| Q4 25 | $-3.9M | $22.4M | ||
| Q3 25 | $39.1M | $28.9M | ||
| Q2 25 | $21.8M | $25.8M | ||
| Q1 25 | $-9.8M | $17.3M | ||
| Q4 24 | $6.9M | $5.2M | ||
| Q3 24 | $9.3M | $5.0M | ||
| Q2 24 | $26.9M | $-4.9M |
| Q1 26 | — | $4.1M | ||
| Q4 25 | $-7.1M | $12.2M | ||
| Q3 25 | $35.6M | $22.9M | ||
| Q2 25 | $20.9M | $15.9M | ||
| Q1 25 | $-10.4M | $14.7M | ||
| Q4 24 | $6.8M | $251.0K | ||
| Q3 24 | $8.9M | $3.0M | ||
| Q2 24 | $26.6M | $-6.7M |
| Q1 26 | — | 2.4% | ||
| Q4 25 | -5.6% | 7.1% | ||
| Q3 25 | 19.6% | 14.5% | ||
| Q2 25 | 12.4% | 10.7% | ||
| Q1 25 | -7.9% | 10.2% | ||
| Q4 24 | 5.3% | 0.2% | ||
| Q3 24 | 6.7% | 2.2% | ||
| Q2 24 | 18.5% | -5.1% |
| Q1 26 | — | 14.3% | ||
| Q4 25 | 2.5% | 5.9% | ||
| Q3 25 | 1.9% | 3.8% | ||
| Q2 25 | 0.6% | 6.6% | ||
| Q1 25 | 0.4% | 1.8% | ||
| Q4 24 | 0.1% | 3.5% | ||
| Q3 24 | 0.3% | 1.5% | ||
| Q2 24 | 0.2% | 1.3% |
| Q1 26 | — | — | ||
| Q4 25 | -0.70× | — | ||
| Q3 25 | 1.63× | — | ||
| Q2 25 | 0.95× | — | ||
| Q1 25 | -0.52× | — | ||
| Q4 24 | 2.05× | — | ||
| Q3 24 | 0.48× | — | ||
| Q2 24 | 1.41× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
COCO
| Subtotal | $148.2M | 82% |
| Private Label | $24.4M | 14% |
| Other | $7.2M | 4% |
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
