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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Metallus Inc. (MTUS). Click either name above to swap in a different company.
Metallus Inc. is the larger business by last-quarter revenue ($308.3M vs $173.0M, roughly 1.8× Fastly, Inc.). Metallus Inc. runs the higher net margin — 1.8% vs -11.9%, a 13.6% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 9.9%). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 2.3%).
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.
FSLY vs MTUS — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $308.3M |
| Net Profit | $-20.5M | $5.4M |
| Gross Margin | 62.5% | 8.1% |
| Operating Margin | 23.7% | — |
| Net Margin | -11.9% | 1.8% |
| Revenue YoY | 19.8% | 9.9% |
| Net Profit YoY | 47.6% | 315.4% |
| EPS (diluted) | $-0.13 | $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 | $308.3M | ||
| Q4 25 | $172.6M | $267.3M | ||
| Q3 25 | $158.2M | $305.9M | ||
| Q2 25 | $148.7M | $304.6M | ||
| Q1 25 | $144.5M | $280.5M | ||
| Q4 24 | $140.6M | $240.5M | ||
| Q3 24 | $137.2M | $227.2M | ||
| Q2 24 | $132.4M | $294.7M |
| Q1 26 | $-20.5M | $5.4M | ||
| Q4 25 | $-15.5M | $-14.3M | ||
| Q3 25 | $-29.5M | $8.1M | ||
| Q2 25 | $-37.5M | $3.7M | ||
| Q1 25 | $-39.1M | $1.3M | ||
| Q4 24 | $-32.9M | $-21.4M | ||
| Q3 24 | $-38.0M | $-5.9M | ||
| Q2 24 | $-43.7M | $4.6M |
| Q1 26 | 62.5% | 8.1% | ||
| Q4 25 | 61.4% | 2.2% | ||
| Q3 25 | 58.4% | 11.4% | ||
| Q2 25 | 54.5% | 10.6% | ||
| Q1 25 | 53.2% | 7.8% | ||
| Q4 24 | 53.4% | 4.5% | ||
| Q3 24 | 54.5% | 5.3% | ||
| Q2 24 | 55.1% | 8.2% |
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | -7.7% | ||
| Q3 25 | -18.2% | 3.6% | ||
| Q2 25 | -24.8% | 2.8% | ||
| Q1 25 | -26.4% | 1.0% | ||
| Q4 24 | -24.4% | -10.1% | ||
| Q3 24 | -29.6% | -3.1% | ||
| Q2 24 | -35.3% | 2.1% |
| Q1 26 | -11.9% | 1.8% | ||
| Q4 25 | -9.0% | -5.3% | ||
| Q3 25 | -18.6% | 2.6% | ||
| Q2 25 | -25.2% | 1.2% | ||
| Q1 25 | -27.1% | 0.5% | ||
| Q4 24 | -23.4% | -8.9% | ||
| Q3 24 | -27.7% | -2.6% | ||
| Q2 24 | -33.0% | 1.6% |
| Q1 26 | $-0.13 | $0.13 | ||
| Q4 25 | $-0.10 | $-0.34 | ||
| Q3 25 | $-0.20 | $0.19 | ||
| Q2 25 | $-0.26 | $0.09 | ||
| Q1 25 | $-0.27 | $0.03 | ||
| Q4 24 | $-0.23 | $-0.46 | ||
| Q3 24 | $-0.27 | $-0.13 | ||
| Q2 24 | $-0.32 | $0.10 |
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 | $104.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $977.1M | $683.0M |
| Total Assets | $1.5B | $1.1B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | $104.0M | ||
| Q4 25 | $361.8M | $156.7M | ||
| Q3 25 | $342.9M | $191.5M | ||
| Q2 25 | $321.2M | $190.8M | ||
| Q1 25 | $307.3M | $180.3M | ||
| Q4 24 | $295.9M | $240.7M | ||
| Q3 24 | $308.2M | $254.6M | ||
| Q2 24 | $311.8M | $272.8M |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | $0 | ||
| Q2 25 | — | $0 | ||
| Q1 25 | — | $5.4M | ||
| Q4 24 | — | $5.4M | ||
| Q3 24 | — | $13.2M | ||
| Q2 24 | — | $13.2M |
| Q1 26 | $977.1M | $683.0M | ||
| Q4 25 | $929.6M | $686.0M | ||
| Q3 25 | $937.0M | $697.7M | ||
| Q2 25 | $942.6M | $690.0M | ||
| Q1 25 | $957.0M | $686.1M | ||
| Q4 24 | $965.3M | $690.5M | ||
| Q3 24 | $969.5M | $712.7M | ||
| Q2 24 | $981.2M | $736.3M |
| Q1 26 | $1.5B | $1.1B | ||
| Q4 25 | $1.5B | $1.1B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.1B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.00× | ||
| Q2 25 | — | 0.00× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 0.01× | ||
| Q3 24 | — | 0.02× | ||
| Q2 24 | — | 0.02× |
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% | 0.0% |
| 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 | $-1.9M | ||
| Q3 25 | $28.9M | $22.0M | ||
| Q2 25 | $25.8M | $34.8M | ||
| Q1 25 | $17.3M | $-38.9M | ||
| Q4 24 | $5.2M | $13.9M | ||
| Q3 24 | $5.0M | $-15.3M | ||
| Q2 24 | $-4.9M | $8.3M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $-37.2M | ||
| Q3 25 | $22.9M | $-6.4M | ||
| Q2 25 | $15.9M | $17.0M | ||
| Q1 25 | $14.7M | $-66.4M | ||
| Q4 24 | $251.0K | $-1.3M | ||
| Q3 24 | $3.0M | $-32.9M | ||
| Q2 24 | $-6.7M | $-5.8M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | -13.9% | ||
| Q3 25 | 14.5% | -2.1% | ||
| Q2 25 | 10.7% | 5.6% | ||
| Q1 25 | 10.2% | -23.7% | ||
| Q4 24 | 0.2% | -0.5% | ||
| Q3 24 | 2.2% | -14.5% | ||
| Q2 24 | -5.1% | -2.0% |
| Q1 26 | 14.3% | 0.0% | ||
| Q4 25 | 5.9% | 13.2% | ||
| Q3 25 | 3.8% | 9.3% | ||
| Q2 25 | 6.6% | 5.8% | ||
| Q1 25 | 1.8% | 9.8% | ||
| Q4 24 | 3.5% | 6.3% | ||
| Q3 24 | 1.5% | 7.7% | ||
| Q2 24 | 1.3% | 4.8% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 2.72× | ||
| Q2 25 | — | 9.41× | ||
| Q1 25 | — | -29.92× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 1.80× |
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% |
MTUS
Segment breakdown not available.
