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Side-by-side financial comparison of Fastly, Inc. (FSLY) and MOVADO GROUP INC (MOV). Click either name above to swap in a different company.
MOVADO GROUP INC is the larger business by last-quarter revenue ($186.1M vs $173.0M, roughly 1.1× Fastly, Inc.). MOVADO GROUP INC runs the higher net margin — 5.1% vs -11.9%, a 17.0% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 1.9%). MOVADO GROUP INC produced more free cash flow last quarter ($11.6M vs $4.1M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 2.9%).
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.
Movado is a luxury American watch brand originally founded in 1881 in Switzerland. Movado means "movement" in Esperanto. The watches are known for their signature metallic dot at 12 o'clock and minimalist style; the company is best known for its Museum Watch.
FSLY vs MOV — Head-to-Head
Income Statement — Q1 FY2026 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $186.1M |
| Net Profit | $-20.5M | $9.6M |
| Gross Margin | 62.5% | 54.3% |
| Operating Margin | 23.7% | 6.3% |
| Net Margin | -11.9% | 5.1% |
| Revenue YoY | 19.8% | 1.9% |
| Net Profit YoY | 47.6% | 89.8% |
| EPS (diluted) | $-0.13 | $0.42 |
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 | $172.6M | $186.1M | ||
| Q3 25 | $158.2M | $161.8M | ||
| Q2 25 | $148.7M | $131.8M | ||
| Q1 25 | $144.5M | $181.5M | ||
| Q4 24 | $140.6M | $180.5M | ||
| Q3 24 | $137.2M | $157.0M | ||
| Q2 24 | $132.4M | $134.4M |
| Q1 26 | $-20.5M | — | ||
| Q4 25 | $-15.5M | $9.6M | ||
| Q3 25 | $-29.5M | $3.0M | ||
| Q2 25 | $-37.5M | $1.4M | ||
| Q1 25 | $-39.1M | $8.1M | ||
| Q4 24 | $-32.9M | $4.8M | ||
| Q3 24 | $-38.0M | $3.5M | ||
| Q2 24 | $-43.7M | $2.0M |
| Q1 26 | 62.5% | — | ||
| Q4 25 | 61.4% | 54.3% | ||
| Q3 25 | 58.4% | 54.1% | ||
| Q2 25 | 54.5% | 54.1% | ||
| Q1 25 | 53.2% | 54.2% | ||
| Q4 24 | 53.4% | 53.5% | ||
| Q3 24 | 54.5% | 54.3% | ||
| Q2 24 | 55.1% | 54.3% |
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | 6.3% | ||
| Q3 25 | -18.2% | 2.5% | ||
| Q2 25 | -24.8% | 0.2% | ||
| Q1 25 | -26.4% | 5.1% | ||
| Q4 24 | -24.4% | 3.3% | ||
| Q3 24 | -29.6% | 1.7% | ||
| Q2 24 | -35.3% | 1.6% |
| Q1 26 | -11.9% | — | ||
| Q4 25 | -9.0% | 5.1% | ||
| Q3 25 | -18.6% | 1.8% | ||
| Q2 25 | -25.2% | 1.1% | ||
| Q1 25 | -27.1% | 4.4% | ||
| Q4 24 | -23.4% | 2.7% | ||
| Q3 24 | -27.7% | 2.2% | ||
| Q2 24 | -33.0% | 1.5% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | $-0.10 | $0.42 | ||
| Q3 25 | $-0.20 | $0.13 | ||
| Q2 25 | $-0.26 | $0.06 | ||
| Q1 25 | $-0.27 | $0.36 | ||
| Q4 24 | $-0.23 | $0.21 | ||
| Q3 24 | $-0.27 | $0.15 | ||
| Q2 24 | $-0.32 | $0.09 |
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 | $183.9M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $977.1M | $497.5M |
| Total Assets | $1.5B | $751.9M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | $183.9M | ||
| Q3 25 | $342.9M | $180.5M | ||
| Q2 25 | $321.2M | $203.1M | ||
| Q1 25 | $307.3M | $208.5M | ||
| Q4 24 | $295.9M | $181.5M | ||
| Q3 24 | $308.2M | $198.3M | ||
| Q2 24 | $311.8M | $225.4M |
| Q1 26 | $977.1M | — | ||
| Q4 25 | $929.6M | $497.5M | ||
| Q3 25 | $937.0M | $489.9M | ||
| Q2 25 | $942.6M | $493.2M | ||
| Q1 25 | $957.0M | $481.3M | ||
| Q4 24 | $965.3M | $491.3M | ||
| Q3 24 | $969.5M | $492.0M | ||
| Q2 24 | $981.2M | $489.6M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $751.9M | ||
| Q3 25 | $1.5B | $748.7M | ||
| Q2 25 | $1.5B | $747.2M | ||
| Q1 25 | $1.4B | $729.2M | ||
| Q4 24 | $1.5B | $747.2M | ||
| Q3 24 | $1.5B | $742.5M | ||
| Q2 24 | $1.5B | $736.0M |
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 | $12.3M |
| Free Cash FlowOCF − Capex | $4.1M | $11.6M |
| FCF MarginFCF / Revenue | 2.4% | 6.2% |
| Capex IntensityCapex / Revenue | 14.3% | 0.4% |
| Cash ConversionOCF / Net Profit | — | 1.28× |
| TTM Free Cash FlowTrailing 4 quarters | $55.2M | $35.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | $12.3M | ||
| Q3 25 | $28.9M | $-3.8M | ||
| Q2 25 | $25.8M | $-7.2M | ||
| Q1 25 | $17.3M | $39.1M | ||
| Q4 24 | $5.2M | $-4.7M | ||
| Q3 24 | $5.0M | $-17.8M | ||
| Q2 24 | $-4.9M | $-18.1M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $11.6M | ||
| Q3 25 | $22.9M | $-5.1M | ||
| Q2 25 | $15.9M | $-8.7M | ||
| Q1 25 | $14.7M | $37.5M | ||
| Q4 24 | $251.0K | $-7.2M | ||
| Q3 24 | $3.0M | $-20.1M | ||
| Q2 24 | $-6.7M | $-19.7M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | 6.2% | ||
| Q3 25 | 14.5% | -3.1% | ||
| Q2 25 | 10.7% | -6.6% | ||
| Q1 25 | 10.2% | 20.7% | ||
| Q4 24 | 0.2% | -4.0% | ||
| Q3 24 | 2.2% | -12.8% | ||
| Q2 24 | -5.1% | -14.7% |
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 0.4% | ||
| Q3 25 | 3.8% | 0.8% | ||
| Q2 25 | 6.6% | 1.2% | ||
| Q1 25 | 1.8% | 0.9% | ||
| Q4 24 | 3.5% | 1.4% | ||
| Q3 24 | 1.5% | 1.5% | ||
| Q2 24 | 1.3% | 1.2% |
| Q1 26 | — | — | ||
| Q4 25 | — | 1.28× | ||
| Q3 25 | — | -1.27× | ||
| Q2 25 | — | -5.08× | ||
| Q1 25 | — | 4.86× | ||
| Q4 24 | — | -0.98× | ||
| Q3 24 | — | -5.14× | ||
| Q2 24 | — | -8.97× |
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% |
MOV
| Other | $81.4M | 44% |
| Owned Brands Category | $46.0M | 25% |
| Sales Channel Directly To Consumer | $35.3M | 19% |
| Company Stores | $23.4M | 13% |
