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Side-by-side financial comparison of CareTrust REIT, Inc. (CTRE) 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 $134.9M, roughly 1.3× CareTrust REIT, Inc.). CareTrust REIT, Inc. runs the higher net margin — 82.5% vs -11.9%, a 94.4% gap on every dollar of revenue. On growth, CareTrust REIT, Inc. posted the faster year-over-year revenue change (55.1% vs 19.8%). Over the past eight quarters, CareTrust REIT, Inc.'s revenue compounded faster (46.2% CAGR vs 14.3%).
CareTrust REIT, Inc.CTREEarnings & Financial Report
Target Healthcare REIT is a British property investment company which invests in healthcare properties and holds a large portfolio of care homes. It is structured as a real estate investment trust (REIT) and is listed on the London Stock Exchange and is a constituent of the FTSE 250 Index.
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.
CTRE vs FSLY — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $134.9M | $173.0M |
| Net Profit | $111.3M | $-20.5M |
| Gross Margin | — | 62.5% |
| Operating Margin | — | 23.7% |
| Net Margin | 82.5% | -11.9% |
| Revenue YoY | 55.1% | 19.8% |
| Net Profit YoY | 113.5% | 47.6% |
| EPS (diluted) | $0.52 | $-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 | $134.9M | $172.6M | ||
| Q3 25 | $132.4M | $158.2M | ||
| Q2 25 | $112.5M | $148.7M | ||
| Q1 25 | $96.6M | $144.5M | ||
| Q4 24 | $86.9M | $140.6M | ||
| Q3 24 | $77.4M | $137.2M | ||
| Q2 24 | $68.9M | $132.4M |
| Q1 26 | — | $-20.5M | ||
| Q4 25 | $111.3M | $-15.5M | ||
| Q3 25 | $74.9M | $-29.5M | ||
| Q2 25 | $68.5M | $-37.5M | ||
| Q1 25 | $65.8M | $-39.1M | ||
| Q4 24 | $52.1M | $-32.9M | ||
| Q3 24 | $33.4M | $-38.0M | ||
| Q2 24 | $10.8M | $-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 | — | -8.7% | ||
| Q3 25 | 58.1% | -18.2% | ||
| Q2 25 | 61.3% | -24.8% | ||
| Q1 25 | — | -26.4% | ||
| Q4 24 | — | -24.4% | ||
| Q3 24 | 43.0% | -29.6% | ||
| Q2 24 | 15.1% | -35.3% |
| Q1 26 | — | -11.9% | ||
| Q4 25 | 82.5% | -9.0% | ||
| Q3 25 | 56.6% | -18.6% | ||
| Q2 25 | 60.9% | -25.2% | ||
| Q1 25 | 68.1% | -27.1% | ||
| Q4 24 | 60.0% | -23.4% | ||
| Q3 24 | 43.2% | -27.7% | ||
| Q2 24 | 15.6% | -33.0% |
| Q1 26 | — | $-0.13 | ||
| Q4 25 | $0.52 | $-0.10 | ||
| Q3 25 | $0.35 | $-0.20 | ||
| Q2 25 | $0.35 | $-0.26 | ||
| Q1 25 | $0.35 | $-0.27 | ||
| Q4 24 | $0.30 | $-0.23 | ||
| Q3 24 | $0.21 | $-0.27 | ||
| Q2 24 | $0.07 | $-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 | $198.0M | $146.7M |
| Total DebtLower is stronger | $894.2M | — |
| Stockholders' EquityBook value | $4.0B | $977.1M |
| Total Assets | $5.1B | $1.5B |
| Debt / EquityLower = less leverage | 0.22× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $146.7M | ||
| Q4 25 | $198.0M | $361.8M | ||
| Q3 25 | $712.5M | $342.9M | ||
| Q2 25 | $306.1M | $321.2M | ||
| Q1 25 | $26.5M | $307.3M | ||
| Q4 24 | $213.8M | $295.9M | ||
| Q3 24 | $377.1M | $308.2M | ||
| Q2 24 | $495.1M | $311.8M |
| Q1 26 | — | — | ||
| Q4 25 | $894.2M | — | ||
| Q3 25 | $893.8M | — | ||
| Q2 25 | $1.2B | — | ||
| Q1 25 | $822.1M | — | ||
| Q4 24 | $396.9M | — | ||
| Q3 24 | $396.7M | — | ||
| Q2 24 | $671.1M | — |
| Q1 26 | — | $977.1M | ||
| Q4 25 | $4.0B | $929.6M | ||
| Q3 25 | $4.0B | $937.0M | ||
| Q2 25 | $3.3B | $942.6M | ||
| Q1 25 | $2.9B | $957.0M | ||
| Q4 24 | $2.9B | $965.3M | ||
| Q3 24 | $2.4B | $969.5M | ||
| Q2 24 | $1.9B | $981.2M |
| Q1 26 | — | $1.5B | ||
| Q4 25 | $5.1B | $1.5B | ||
| Q3 25 | $5.1B | $1.5B | ||
| Q2 25 | $4.7B | $1.5B | ||
| Q1 25 | $3.9B | $1.4B | ||
| Q4 24 | $3.4B | $1.5B | ||
| Q3 24 | $2.9B | $1.5B | ||
| Q2 24 | $2.7B | $1.5B |
| Q1 26 | — | — | ||
| Q4 25 | 0.22× | — | ||
| Q3 25 | 0.22× | — | ||
| Q2 25 | 0.35× | — | ||
| Q1 25 | 0.28× | — | ||
| Q4 24 | 0.14× | — | ||
| Q3 24 | 0.16× | — | ||
| Q2 24 | 0.35× | — |
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 | $394.0M | $28.9M |
| Free Cash FlowOCF − Capex | — | $4.1M |
| FCF MarginFCF / Revenue | — | 2.4% |
| Capex IntensityCapex / Revenue | — | 14.3% |
| Cash ConversionOCF / Net Profit | 3.54× | — |
| TTM Free Cash FlowTrailing 4 quarters | — | $55.2M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $28.9M | ||
| Q4 25 | $394.0M | $22.4M | ||
| Q3 25 | $100.9M | $28.9M | ||
| Q2 25 | $100.8M | $25.8M | ||
| Q1 25 | $71.4M | $17.3M | ||
| Q4 24 | $244.3M | $5.2M | ||
| Q3 24 | $67.2M | $5.0M | ||
| Q2 24 | $53.0M | $-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 | 3.54× | — | ||
| Q3 25 | 1.35× | — | ||
| Q2 25 | 1.47× | — | ||
| Q1 25 | 1.08× | — | ||
| Q4 24 | 4.68× | — | ||
| Q3 24 | 2.01× | — | ||
| Q2 24 | 4.92× | — |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
CTRE
Segment breakdown not available.
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
