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Side-by-side financial comparison of Fastly, Inc. (FSLY) and MONRO, INC. (MNRO). Click either name above to swap in a different company.
MONRO, INC. is the larger business by last-quarter revenue ($293.4M vs $172.6M, roughly 1.7× Fastly, Inc.). MONRO, INC. runs the higher net margin — 3.8% vs -9.0%, a 12.8% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -4.0%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $9.1M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -2.7%).
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.
Monro, Inc. is an automotive services company founded and headquartered in Rochester, New York, U.S. As of 2025, Monro has 1,260 locations making them the second-largest automotive services company in North America after Driven Brands by number of locations and by revenue.
FSLY vs MNRO — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $293.4M |
| Net Profit | $-15.5M | $11.1M |
| Gross Margin | 61.4% | 34.9% |
| Operating Margin | -8.7% | 6.3% |
| Net Margin | -9.0% | 3.8% |
| Revenue YoY | 22.8% | -4.0% |
| Net Profit YoY | 52.9% | 143.1% |
| EPS (diluted) | $-0.10 | $0.35 |
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 | $172.6M | $293.4M | ||
| Q3 25 | $158.2M | $288.9M | ||
| Q2 25 | $148.7M | $301.0M | ||
| Q1 25 | $144.5M | $295.0M | ||
| Q4 24 | $140.6M | $305.8M | ||
| Q3 24 | $137.2M | $301.4M | ||
| Q2 24 | $132.4M | $293.2M | ||
| Q1 24 | $133.5M | $310.1M |
| Q4 25 | $-15.5M | $11.1M | ||
| Q3 25 | $-29.5M | $5.7M | ||
| Q2 25 | $-37.5M | $-8.1M | ||
| Q1 25 | $-39.1M | $-21.3M | ||
| Q4 24 | $-32.9M | $4.6M | ||
| Q3 24 | $-38.0M | $5.6M | ||
| Q2 24 | $-43.7M | $5.9M | ||
| Q1 24 | $-43.4M | $3.7M |
| Q4 25 | 61.4% | 34.9% | ||
| Q3 25 | 58.4% | 35.7% | ||
| Q2 25 | 54.5% | 35.5% | ||
| Q1 25 | 53.2% | 33.0% | ||
| Q4 24 | 53.4% | 34.3% | ||
| Q3 24 | 54.5% | 35.3% | ||
| Q2 24 | 55.1% | 37.2% | ||
| Q1 24 | 54.8% | 35.5% |
| Q4 25 | -8.7% | 6.3% | ||
| Q3 25 | -18.2% | 4.4% | ||
| Q2 25 | -24.8% | -2.0% | ||
| Q1 25 | -26.4% | -8.1% | ||
| Q4 24 | -24.4% | 3.3% | ||
| Q3 24 | -29.6% | 4.4% | ||
| Q2 24 | -35.3% | 4.5% | ||
| Q1 24 | -34.6% | 3.3% |
| Q4 25 | -9.0% | 3.8% | ||
| Q3 25 | -18.6% | 2.0% | ||
| Q2 25 | -25.2% | -2.7% | ||
| Q1 25 | -27.1% | -7.2% | ||
| Q4 24 | -23.4% | 1.5% | ||
| Q3 24 | -27.7% | 1.9% | ||
| Q2 24 | -33.0% | 2.0% | ||
| Q1 24 | -32.5% | 1.2% |
| Q4 25 | $-0.10 | $0.35 | ||
| Q3 25 | $-0.20 | $0.18 | ||
| Q2 25 | $-0.26 | $-0.28 | ||
| Q1 25 | $-0.27 | $-0.74 | ||
| Q4 24 | $-0.23 | $0.15 | ||
| Q3 24 | $-0.27 | $0.18 | ||
| Q2 24 | $-0.32 | $0.19 | ||
| Q1 24 | $-0.32 | $0.12 |
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 | $4.9M |
| Total DebtLower is stronger | — | $45.0M |
| Stockholders' EquityBook value | $929.6M | $604.9M |
| Total Assets | $1.5B | $1.6B |
| Debt / EquityLower = less leverage | — | 0.07× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $4.9M | ||
| Q3 25 | $342.9M | $10.5M | ||
| Q2 25 | $321.2M | $7.8M | ||
| Q1 25 | $307.3M | $20.8M | ||
| Q4 24 | $295.9M | $10.2M | ||
| Q3 24 | $308.2M | $20.9M | ||
| Q2 24 | $311.8M | $18.7M | ||
| Q1 24 | $329.5M | $6.6M |
| Q4 25 | — | $45.0M | ||
| Q3 25 | — | $60.0M | ||
| Q2 25 | — | $71.5M | ||
| Q1 25 | — | $61.3M | ||
| Q4 24 | — | $59.3M | ||
| Q3 24 | — | $62.0M | ||
| Q2 24 | — | $112.0M | ||
| Q1 24 | — | $102.0M |
| Q4 25 | $929.6M | $604.9M | ||
| Q3 25 | $937.0M | $601.7M | ||
| Q2 25 | $942.6M | $604.9M | ||
| Q1 25 | $957.0M | $620.8M | ||
| Q4 24 | $965.3M | $648.9M | ||
| Q3 24 | $969.5M | $651.9M | ||
| Q2 24 | $981.2M | $654.4M | ||
| Q1 24 | $991.8M | $656.8M |
| Q4 25 | $1.5B | $1.6B | ||
| Q3 25 | $1.5B | $1.6B | ||
| Q2 25 | $1.5B | $1.6B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.5B | $1.7B | ||
| Q3 24 | $1.5B | $1.7B | ||
| Q2 24 | $1.5B | $1.7B | ||
| Q1 24 | $1.5B | $1.7B |
| Q4 25 | — | 0.07× | ||
| Q3 25 | — | 0.10× | ||
| Q2 25 | — | 0.12× | ||
| Q1 25 | — | 0.10× | ||
| Q4 24 | — | 0.09× | ||
| Q3 24 | — | 0.10× | ||
| Q2 24 | — | 0.17× | ||
| Q1 24 | — | 0.16× |
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 | $17.8M |
| Free Cash FlowOCF − Capex | $12.2M | $9.1M |
| FCF MarginFCF / Revenue | 7.1% | 3.1% |
| Capex IntensityCapex / Revenue | 5.9% | 3.0% |
| Cash ConversionOCF / Net Profit | — | 1.60× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $49.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $17.8M | ||
| Q3 25 | $28.9M | $32.3M | ||
| Q2 25 | $25.8M | $-1.9M | ||
| Q1 25 | $17.3M | $28.9M | ||
| Q4 24 | $5.2M | $14.8M | ||
| Q3 24 | $5.0M | $62.6M | ||
| Q2 24 | $-4.9M | $25.6M | ||
| Q1 24 | $11.1M | $-5.3M |
| Q4 25 | $12.2M | $9.1M | ||
| Q3 25 | $22.9M | $26.6M | ||
| Q2 25 | $15.9M | $-9.3M | ||
| Q1 25 | $14.7M | $23.2M | ||
| Q4 24 | $251.0K | $7.9M | ||
| Q3 24 | $3.0M | $57.6M | ||
| Q2 24 | $-6.7M | $16.8M | ||
| Q1 24 | $9.5M | $-11.9M |
| Q4 25 | 7.1% | 3.1% | ||
| Q3 25 | 14.5% | 9.2% | ||
| Q2 25 | 10.7% | -3.1% | ||
| Q1 25 | 10.2% | 7.9% | ||
| Q4 24 | 0.2% | 2.6% | ||
| Q3 24 | 2.2% | 19.1% | ||
| Q2 24 | -5.1% | 5.7% | ||
| Q1 24 | 7.1% | -3.8% |
| Q4 25 | 5.9% | 3.0% | ||
| Q3 25 | 3.8% | 2.0% | ||
| Q2 25 | 6.6% | 2.5% | ||
| Q1 25 | 1.8% | 1.9% | ||
| Q4 24 | 3.5% | 2.2% | ||
| Q3 24 | 1.5% | 1.6% | ||
| Q2 24 | 1.3% | 3.0% | ||
| Q1 24 | 1.2% | 2.1% |
| Q4 25 | — | 1.60× | ||
| Q3 25 | — | 5.71× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.23× | ||
| Q3 24 | — | 11.08× | ||
| Q2 24 | — | 4.37× | ||
| Q1 24 | — | -1.42× |
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% |
MNRO
| Tires | $150.2M | 51% |
| Maintenance | $73.5M | 25% |
| Brakes | $35.1M | 12% |
| Steering | $24.9M | 8% |
| Batteries | $6.2M | 2% |
| Exhaust | $3.2M | 1% |
