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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Goosehead Insurance, Inc. (GSHD). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($173.0M vs $93.1M, roughly 1.9× Goosehead Insurance, Inc.). Goosehead Insurance, Inc. runs the higher net margin — 8.6% vs -11.9%, a 20.5% gap on every dollar of revenue. On growth, Goosehead Insurance, Inc. posted the faster year-over-year revenue change (23.1% vs 19.8%). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 9.2%).
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.
Goosehead Insurance is a U.S.-based personal lines insurance agency that offers a wide range of coverage products including auto, home, renters, flood, and specialty insurance. It partners with hundreds of insurance carriers to provide clients with tailored, cost-effective coverage options, operating via corporate locations and a national franchise network for independent agents.
FSLY vs GSHD — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $93.1M |
| Net Profit | $-20.5M | $8.0M |
| Gross Margin | 62.5% | — |
| Operating Margin | 23.7% | 16.1% |
| Net Margin | -11.9% | 8.6% |
| Revenue YoY | 19.8% | 23.1% |
| Net Profit YoY | 47.6% | 204.0% |
| EPS (diluted) | $-0.13 | $0.19 |
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 | $93.1M | ||
| Q4 25 | $172.6M | $105.3M | ||
| Q3 25 | $158.2M | $90.4M | ||
| Q2 25 | $148.7M | $94.0M | ||
| Q1 25 | $144.5M | $75.6M | ||
| Q4 24 | $140.6M | $93.9M | ||
| Q3 24 | $137.2M | $78.0M | ||
| Q2 24 | $132.4M | $78.1M |
| Q1 26 | $-20.5M | $8.0M | ||
| Q4 25 | $-15.5M | $12.4M | ||
| Q3 25 | $-29.5M | $7.9M | ||
| Q2 25 | $-37.5M | $5.2M | ||
| Q1 25 | $-39.1M | $2.3M | ||
| Q4 24 | $-32.9M | $14.9M | ||
| Q3 24 | $-38.0M | $7.6M | ||
| Q2 24 | $-43.7M | $6.2M |
| 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% | 16.1% | ||
| Q4 25 | -8.7% | 29.4% | ||
| Q3 25 | -18.2% | 23.5% | ||
| Q2 25 | -24.8% | 16.7% | ||
| Q1 25 | -26.4% | 8.8% | ||
| Q4 24 | -24.4% | 29.7% | ||
| Q3 24 | -29.6% | 21.1% | ||
| Q2 24 | -35.3% | 19.7% |
| Q1 26 | -11.9% | 8.6% | ||
| Q4 25 | -9.0% | 11.8% | ||
| Q3 25 | -18.6% | 8.7% | ||
| Q2 25 | -25.2% | 5.5% | ||
| Q1 25 | -27.1% | 3.1% | ||
| Q4 24 | -23.4% | 15.8% | ||
| Q3 24 | -27.7% | 9.7% | ||
| Q2 24 | -33.0% | 7.9% |
| Q1 26 | $-0.13 | $0.19 | ||
| Q4 25 | $-0.10 | $0.48 | ||
| Q3 25 | $-0.20 | $0.29 | ||
| Q2 25 | $-0.26 | $0.18 | ||
| Q1 25 | $-0.27 | $0.09 | ||
| Q4 24 | $-0.23 | $0.58 | ||
| Q3 24 | $-0.27 | $0.29 | ||
| Q2 24 | $-0.32 | $0.24 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $146.7M | $25.7M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $977.1M | $-121.3M |
| Total Assets | $1.5B | $392.8M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | $25.7M | ||
| Q4 25 | $361.8M | $34.4M | ||
| Q3 25 | $342.9M | $51.6M | ||
| Q2 25 | $321.2M | $92.4M | ||
| Q1 25 | $307.3M | $70.2M | ||
| Q4 24 | $295.9M | $54.3M | ||
| Q3 24 | $308.2M | $47.5M | ||
| Q2 24 | $311.8M | $23.6M |
| Q1 26 | — | — | ||
| Q4 25 | — | $289.5M | ||
| Q3 25 | — | $290.0M | ||
| Q2 25 | — | $289.8M | ||
| Q1 25 | — | $290.3M | ||
| Q4 24 | — | $82.3M | ||
| Q3 24 | — | $84.6M | ||
| Q2 24 | — | $87.0M |
| Q1 26 | $977.1M | $-121.3M | ||
| Q4 25 | $929.6M | $-95.5M | ||
| Q3 25 | $937.0M | $-105.0M | ||
| Q2 25 | $942.6M | $-78.6M | ||
| Q1 25 | $957.0M | $-88.5M | ||
| Q4 24 | $965.3M | $43.9M | ||
| Q3 24 | $969.5M | $58.3M | ||
| Q2 24 | $981.2M | $39.8M |
| Q1 26 | $1.5B | $392.8M | ||
| Q4 25 | $1.5B | $414.9M | ||
| Q3 25 | $1.5B | $403.6M | ||
| Q2 25 | $1.5B | $436.6M | ||
| Q1 25 | $1.4B | $412.6M | ||
| Q4 24 | $1.5B | $397.7M | ||
| Q3 24 | $1.5B | $358.1M | ||
| Q2 24 | $1.5B | $338.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.87× | ||
| Q3 24 | — | 1.45× | ||
| Q2 24 | — | 2.19× |
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 | $22.4M | $91.8M | ||
| Q3 25 | $28.9M | $24.2M | ||
| Q2 25 | $25.8M | $28.9M | ||
| Q1 25 | $17.3M | $15.5M | ||
| Q4 24 | $5.2M | $71.5M | ||
| Q3 24 | $5.0M | $28.1M | ||
| Q2 24 | $-4.9M | $18.9M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $86.1M | ||
| Q3 25 | $22.9M | $23.7M | ||
| Q2 25 | $15.9M | $27.2M | ||
| Q1 25 | $14.7M | $14.9M | ||
| Q4 24 | $251.0K | $70.6M | ||
| Q3 24 | $3.0M | $28.0M | ||
| Q2 24 | $-6.7M | $18.6M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | 81.8% | ||
| Q3 25 | 14.5% | 26.2% | ||
| Q2 25 | 10.7% | 28.9% | ||
| Q1 25 | 10.2% | 19.7% | ||
| Q4 24 | 0.2% | 75.1% | ||
| Q3 24 | 2.2% | 35.9% | ||
| Q2 24 | -5.1% | 23.9% |
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 5.4% | ||
| Q3 25 | 3.8% | 0.5% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 1.8% | 0.8% | ||
| Q4 24 | 3.5% | 1.0% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 1.3% | 0.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 7.38× | ||
| Q3 25 | — | 3.06× | ||
| Q2 25 | — | 5.61× | ||
| Q1 25 | — | 6.61× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 3.72× | ||
| Q2 24 | — | 3.05× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
GSHD
| Renewal Royalty Fees (2) | $43.6M | 47% |
| Renewal Commissions (1) | $18.2M | 20% |
| Contingent Commissions (1) | $10.7M | 11% |
| New Business Royalty Fees (2) | $7.9M | 8% |
| New Business Commissions (1) | $7.5M | 8% |
| Other | $3.7M | 4% |
| Initial Franchise Fees (2) | $1.6M | 2% |
