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Side-by-side financial comparison of Fastly, Inc. (FSLY) and FIRSTSUN CAPITAL BANCORP (FSUN). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $110.0M, roughly 1.6× FIRSTSUN CAPITAL BANCORP). FIRSTSUN CAPITAL BANCORP runs the higher net margin — 19.6% vs -9.0%, a 28.6% gap on every dollar of revenue. Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 6.9%).
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.
FirstSun Capital Bancorp is a U.S.-headquartered financial holding company that offers a comprehensive range of banking and financial services, including commercial and consumer lending, deposit products, wealth management, and treasury solutions. It mainly serves individual customers, small and medium-sized enterprises, and corporate clients across U.S. regional markets.
FSLY vs FSUN — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $110.0M |
| Net Profit | $-15.5M | $21.6M |
| Gross Margin | 61.4% | — |
| Operating Margin | -8.7% | — |
| Net Margin | -9.0% | 19.6% |
| Revenue YoY | 22.8% | — |
| Net Profit YoY | 52.9% | -8.4% |
| EPS (diluted) | $-0.10 | $0.76 |
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 | — | $110.0M | ||
| Q4 25 | $172.6M | $110.2M | ||
| Q3 25 | $158.2M | $107.3M | ||
| Q2 25 | $148.7M | $105.6M | ||
| Q1 25 | $144.5M | $96.2M | ||
| Q4 24 | $140.6M | $98.7M | ||
| Q3 24 | $137.2M | $98.2M | ||
| Q2 24 | $132.4M | $96.2M |
| Q1 26 | — | $21.6M | ||
| Q4 25 | $-15.5M | $24.8M | ||
| Q3 25 | $-29.5M | $23.2M | ||
| Q2 25 | $-37.5M | $26.4M | ||
| Q1 25 | $-39.1M | $23.6M | ||
| Q4 24 | $-32.9M | $16.4M | ||
| Q3 24 | $-38.0M | $22.4M | ||
| Q2 24 | $-43.7M | $24.6M |
| Q1 26 | — | — | ||
| 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 | — | — | ||
| Q4 25 | -8.7% | 29.0% | ||
| Q3 25 | -18.2% | 26.4% | ||
| Q2 25 | -24.8% | 31.2% | ||
| Q1 25 | -26.4% | 30.9% | ||
| Q4 24 | -24.4% | 20.4% | ||
| Q3 24 | -29.6% | 29.1% | ||
| Q2 24 | -35.3% | 32.3% |
| Q1 26 | — | 19.6% | ||
| Q4 25 | -9.0% | 22.5% | ||
| Q3 25 | -18.6% | 21.6% | ||
| Q2 25 | -25.2% | 25.0% | ||
| Q1 25 | -27.1% | 24.5% | ||
| Q4 24 | -23.4% | 16.6% | ||
| Q3 24 | -27.7% | 22.8% | ||
| Q2 24 | -33.0% | 25.5% |
| Q1 26 | — | $0.76 | ||
| Q4 25 | $-0.10 | $0.89 | ||
| Q3 25 | $-0.20 | $0.82 | ||
| Q2 25 | $-0.26 | $0.93 | ||
| Q1 25 | $-0.27 | $0.83 | ||
| Q4 24 | $-0.23 | $0.57 | ||
| Q3 24 | $-0.27 | $0.79 | ||
| Q2 24 | $-0.32 | $0.88 |
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 | $413.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $1.2B |
| Total Assets | $1.5B | $8.6B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $413.7M | ||
| Q4 25 | $361.8M | $652.6M | ||
| Q3 25 | $342.9M | $659.9M | ||
| Q2 25 | $321.2M | $785.1M | ||
| Q1 25 | $307.3M | $621.4M | ||
| Q4 24 | $295.9M | $615.9M | ||
| Q3 24 | $308.2M | $573.7M | ||
| Q2 24 | $311.8M | $535.8M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $929.6M | $1.2B | ||
| Q3 25 | $937.0M | $1.1B | ||
| Q2 25 | $942.6M | $1.1B | ||
| Q1 25 | $957.0M | $1.1B | ||
| Q4 24 | $965.3M | $1.0B | ||
| Q3 24 | $969.5M | $1.0B | ||
| Q2 24 | $981.2M | $996.6M |
| Q1 26 | — | $8.6B | ||
| Q4 25 | $1.5B | $8.5B | ||
| Q3 25 | $1.5B | $8.5B | ||
| Q2 25 | $1.5B | $8.4B | ||
| Q1 25 | $1.4B | $8.2B | ||
| Q4 24 | $1.5B | $8.1B | ||
| Q3 24 | $1.5B | $8.1B | ||
| Q2 24 | $1.5B | $8.0B |
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 | $22.4M | — |
| Free Cash FlowOCF − Capex | $12.2M | — |
| FCF MarginFCF / Revenue | 7.1% | — |
| Capex IntensityCapex / Revenue | 5.9% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $22.4M | $111.5M | ||
| Q3 25 | $28.9M | $49.4M | ||
| Q2 25 | $25.8M | $15.0M | ||
| Q1 25 | $17.3M | $26.4M | ||
| Q4 24 | $5.2M | $101.1M | ||
| Q3 24 | $5.0M | $48.1M | ||
| Q2 24 | $-4.9M | $20.9M |
| Q1 26 | — | — | ||
| Q4 25 | $12.2M | $104.0M | ||
| Q3 25 | $22.9M | $47.6M | ||
| Q2 25 | $15.9M | $13.0M | ||
| Q1 25 | $14.7M | $24.3M | ||
| Q4 24 | $251.0K | $95.7M | ||
| Q3 24 | $3.0M | $47.1M | ||
| Q2 24 | $-6.7M | $19.9M |
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 94.3% | ||
| Q3 25 | 14.5% | 44.4% | ||
| Q2 25 | 10.7% | 12.3% | ||
| Q1 25 | 10.2% | 25.3% | ||
| Q4 24 | 0.2% | 97.0% | ||
| Q3 24 | 2.2% | 47.9% | ||
| Q2 24 | -5.1% | 20.6% |
| Q1 26 | — | — | ||
| Q4 25 | 5.9% | 6.8% | ||
| Q3 25 | 3.8% | 1.6% | ||
| Q2 25 | 6.6% | 1.9% | ||
| Q1 25 | 1.8% | 2.1% | ||
| Q4 24 | 3.5% | 5.5% | ||
| Q3 24 | 1.5% | 1.1% | ||
| Q2 24 | 1.3% | 1.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | 4.49× | ||
| Q3 25 | — | 2.13× | ||
| Q2 25 | — | 0.57× | ||
| Q1 25 | — | 1.12× | ||
| Q4 24 | — | 6.18× | ||
| Q3 24 | — | 2.15× | ||
| Q2 24 | — | 0.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSLY
| Network Services | $130.8M | 76% |
| Security | $35.4M | 21% |
| Other | $6.4M | 4% |
FSUN
| Net Interest Income | $82.8M | 75% |
| Noninterest Income | $27.2M | 25% |
