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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Origin Bancorp, Inc. (OBK). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $104.0M, roughly 1.7× Origin Bancorp, Inc.). Origin Bancorp, Inc. runs the higher net margin — 26.6% vs -9.0%, a 35.6% gap on every dollar of revenue. Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 3.9%).
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.
Southern Bancorp is a community development financial institution headquartered in Arkadelphia, Arkansas. It was founded in 1986 as Southern Development Bancorporation, and is often referred to simply as "Southern".
FSLY vs OBK — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $104.0M |
| Net Profit | $-15.5M | $27.7M |
| Gross Margin | 61.4% | — |
| Operating Margin | -8.7% | — |
| Net Margin | -9.0% | 26.6% |
| Revenue YoY | 22.8% | — |
| Net Profit YoY | 52.9% | — |
| EPS (diluted) | $-0.10 | $0.89 |
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 | — | $104.0M | ||
| Q4 25 | $172.6M | $103.4M | ||
| Q3 25 | $158.2M | $109.8M | ||
| Q2 25 | $148.7M | $83.5M | ||
| Q1 25 | $144.5M | $94.1M | ||
| Q4 24 | $140.6M | $78.3M | ||
| Q3 24 | $137.2M | $90.8M | ||
| Q2 24 | $132.4M | $96.4M |
| Q1 26 | — | $27.7M | ||
| Q4 25 | $-15.5M | $29.5M | ||
| Q3 25 | $-29.5M | $8.6M | ||
| Q2 25 | $-37.5M | $14.6M | ||
| Q1 25 | $-39.1M | $22.4M | ||
| Q4 24 | $-32.9M | $14.3M | ||
| Q3 24 | $-38.0M | $18.6M | ||
| Q2 24 | $-43.7M | $21.0M |
| 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% | 36.2% | ||
| Q3 25 | -18.2% | 10.0% | ||
| Q2 25 | -24.8% | 22.3% | ||
| Q1 25 | -26.4% | 30.4% | ||
| Q4 24 | -24.4% | 23.0% | ||
| Q3 24 | -29.6% | 26.1% | ||
| Q2 24 | -35.3% | 27.7% |
| Q1 26 | — | 26.6% | ||
| Q4 25 | -9.0% | 28.5% | ||
| Q3 25 | -18.6% | 7.9% | ||
| Q2 25 | -25.2% | 17.5% | ||
| Q1 25 | -27.1% | 23.8% | ||
| Q4 24 | -23.4% | 18.2% | ||
| Q3 24 | -27.7% | 20.5% | ||
| Q2 24 | -33.0% | 21.8% |
| Q1 26 | — | $0.89 | ||
| Q4 25 | $-0.10 | $0.95 | ||
| Q3 25 | $-0.20 | $0.27 | ||
| Q2 25 | $-0.26 | $0.47 | ||
| Q1 25 | $-0.27 | $0.71 | ||
| Q4 24 | $-0.23 | $0.45 | ||
| Q3 24 | $-0.27 | $0.60 | ||
| Q2 24 | $-0.32 | $0.67 |
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 | — |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $1.3B |
| Total Assets | $1.5B | $10.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | — | ||
| Q4 25 | $361.8M | $424.2M | ||
| Q3 25 | $342.9M | $626.9M | ||
| Q2 25 | $321.2M | $334.1M | ||
| Q1 25 | $307.3M | $486.2M | ||
| Q4 24 | $295.9M | $470.2M | ||
| Q3 24 | $308.2M | $321.2M | ||
| Q2 24 | $311.8M | $288.1M |
| Q1 26 | — | $1.3B | ||
| Q4 25 | $929.6M | $1.2B | ||
| Q3 25 | $937.0M | $1.2B | ||
| Q2 25 | $942.6M | $1.2B | ||
| Q1 25 | $957.0M | $1.2B | ||
| Q4 24 | $965.3M | $1.1B | ||
| Q3 24 | $969.5M | $1.1B | ||
| Q2 24 | $981.2M | $1.1B |
| Q1 26 | — | $10.2B | ||
| Q4 25 | $1.5B | $9.7B | ||
| Q3 25 | $1.5B | $9.8B | ||
| Q2 25 | $1.5B | $9.7B | ||
| Q1 25 | $1.4B | $9.8B | ||
| Q4 24 | $1.5B | $9.7B | ||
| Q3 24 | $1.5B | $10.0B | ||
| Q2 24 | $1.5B | $9.9B |
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 | $158.9M | ||
| Q3 25 | $28.9M | $59.3M | ||
| Q2 25 | $25.8M | $20.6M | ||
| Q1 25 | $17.3M | $35.6M | ||
| Q4 24 | $5.2M | $108.5M | ||
| Q3 24 | $5.0M | $39.6M | ||
| Q2 24 | $-4.9M | $11.9M |
| Q1 26 | — | — | ||
| Q4 25 | $12.2M | $151.1M | ||
| Q3 25 | $22.9M | $56.8M | ||
| Q2 25 | $15.9M | $19.6M | ||
| Q1 25 | $14.7M | $34.8M | ||
| Q4 24 | $251.0K | $86.4M | ||
| Q3 24 | $3.0M | $32.2M | ||
| Q2 24 | $-6.7M | $6.5M |
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 146.0% | ||
| Q3 25 | 14.5% | 51.7% | ||
| Q2 25 | 10.7% | 23.5% | ||
| Q1 25 | 10.2% | 37.0% | ||
| Q4 24 | 0.2% | 110.3% | ||
| Q3 24 | 2.2% | 35.5% | ||
| Q2 24 | -5.1% | 6.8% |
| Q1 26 | — | — | ||
| Q4 25 | 5.9% | 7.6% | ||
| Q3 25 | 3.8% | 2.3% | ||
| Q2 25 | 6.6% | 1.2% | ||
| Q1 25 | 1.8% | 0.8% | ||
| Q4 24 | 3.5% | 28.1% | ||
| Q3 24 | 1.5% | 8.1% | ||
| Q2 24 | 1.3% | 5.6% |
| Q1 26 | — | — | ||
| Q4 25 | — | 5.38× | ||
| Q3 25 | — | 6.88× | ||
| Q2 25 | — | 1.41× | ||
| Q1 25 | — | 1.59× | ||
| Q4 24 | — | 7.60× | ||
| Q3 24 | — | 2.13× | ||
| Q2 24 | — | 0.57× |
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% |
OBK
| Net Interest Income | $87.2M | 84% |
| Noninterest Income | $16.8M | 16% |
