vs
Side-by-side financial comparison of Fastly, Inc. (FSLY) and OLAPLEX HOLDINGS, INC. (OLPX). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($173.0M vs $105.1M, roughly 1.6× OLAPLEX HOLDINGS, INC.). Fastly, Inc. runs the higher net margin — -11.9% vs -12.5%, a 0.6% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 4.3%). OLAPLEX HOLDINGS, INC. produced more free cash flow last quarter ($32.6M vs $4.1M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 3.1%).
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.
Olaplex Holdings, Inc. is a specialty beauty company developing and selling patented bond-repair hair care products. It runs three core segments: professional salon distribution, direct-to-consumer sales, and third-party retail, serving customers across North America, Europe, and Asia-Pacific with products that repair and protect damaged hair.
FSLY vs OLPX — Head-to-Head
Income Statement — Q1 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $105.1M |
| Net Profit | $-20.5M | $-13.1M |
| Gross Margin | 62.5% | 68.0% |
| Operating Margin | 23.7% | -4.3% |
| Net Margin | -11.9% | -12.5% |
| Revenue YoY | 19.8% | 4.3% |
| Net Profit YoY | 47.6% | -48.9% |
| EPS (diluted) | $-0.13 | $-0.02 |
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 | $105.1M | ||
| Q3 25 | $158.2M | $114.6M | ||
| Q2 25 | $148.7M | $106.3M | ||
| Q1 25 | $144.5M | $97.0M | ||
| Q4 24 | $140.6M | $100.7M | ||
| Q3 24 | $137.2M | $119.1M | ||
| Q2 24 | $132.4M | $103.9M |
| Q1 26 | $-20.5M | — | ||
| Q4 25 | $-15.5M | $-13.1M | ||
| Q3 25 | $-29.5M | $11.1M | ||
| Q2 25 | $-37.5M | $-7.7M | ||
| Q1 25 | $-39.1M | $465.0K | ||
| Q4 24 | $-32.9M | $-8.8M | ||
| Q3 24 | $-38.0M | $14.8M | ||
| Q2 24 | $-43.7M | $5.8M |
| Q1 26 | 62.5% | — | ||
| Q4 25 | 61.4% | 68.0% | ||
| Q3 25 | 58.4% | 69.1% | ||
| Q2 25 | 54.5% | 71.2% | ||
| Q1 25 | 53.2% | 69.5% | ||
| Q4 24 | 53.4% | 66.3% | ||
| Q3 24 | 54.5% | 68.6% | ||
| Q2 24 | 55.1% | 69.7% |
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | -4.3% | ||
| Q3 25 | -18.2% | 3.7% | ||
| Q2 25 | -24.8% | -1.1% | ||
| Q1 25 | -26.4% | 8.7% | ||
| Q4 24 | -24.4% | 3.0% | ||
| Q3 24 | -29.6% | 23.5% | ||
| Q2 24 | -35.3% | 15.7% |
| Q1 26 | -11.9% | — | ||
| Q4 25 | -9.0% | -12.5% | ||
| Q3 25 | -18.6% | 9.7% | ||
| Q2 25 | -25.2% | -7.3% | ||
| Q1 25 | -27.1% | 0.5% | ||
| Q4 24 | -23.4% | -8.7% | ||
| Q3 24 | -27.7% | 12.4% | ||
| Q2 24 | -33.0% | 5.6% |
| Q1 26 | $-0.13 | — | ||
| Q4 25 | $-0.10 | $-0.02 | ||
| Q3 25 | $-0.20 | $0.02 | ||
| Q2 25 | $-0.26 | $-0.01 | ||
| Q1 25 | $-0.27 | $0.00 | ||
| Q4 24 | $-0.23 | $-0.01 | ||
| Q3 24 | $-0.27 | $0.02 | ||
| Q2 24 | $-0.32 | $0.01 |
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 | $318.7M |
| Total DebtLower is stronger | — | $352.3M |
| Stockholders' EquityBook value | $977.1M | $879.4M |
| Total Assets | $1.5B | $1.5B |
| Debt / EquityLower = less leverage | — | 0.40× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | $318.7M | ||
| Q3 25 | $342.9M | $286.4M | ||
| Q2 25 | $321.2M | $289.3M | ||
| Q1 25 | $307.3M | $580.9M | ||
| Q4 24 | $295.9M | $586.0M | ||
| Q3 24 | $308.2M | $538.8M | ||
| Q2 24 | $311.8M | $507.9M |
| Q1 26 | — | — | ||
| Q4 25 | — | $352.3M | ||
| Q3 25 | — | $352.1M | ||
| Q2 25 | — | $351.9M | ||
| Q1 25 | — | $649.1M | ||
| Q4 24 | — | $650.5M | ||
| Q3 24 | — | $651.8M | ||
| Q2 24 | — | $653.1M |
| Q1 26 | $977.1M | — | ||
| Q4 25 | $929.6M | $879.4M | ||
| Q3 25 | $937.0M | $888.7M | ||
| Q2 25 | $942.6M | $874.2M | ||
| Q1 25 | $957.0M | $878.3M | ||
| Q4 24 | $965.3M | $874.4M | ||
| Q3 24 | $969.5M | $879.7M | ||
| Q2 24 | $981.2M | $863.3M |
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $1.5B | ||
| Q3 25 | $1.5B | $1.5B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.8B | ||
| Q4 24 | $1.5B | $1.8B | ||
| Q3 24 | $1.5B | $1.8B | ||
| Q2 24 | $1.5B | $1.8B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 0.40× | ||
| Q2 25 | — | 0.40× | ||
| Q1 25 | — | 0.74× | ||
| Q4 24 | — | 0.74× | ||
| Q3 24 | — | 0.74× | ||
| Q2 24 | — | 0.76× |
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 | $32.7M |
| Free Cash FlowOCF − Capex | $4.1M | $32.6M |
| FCF MarginFCF / Revenue | 2.4% | 31.0% |
| Capex IntensityCapex / Revenue | 14.3% | 0.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $55.2M | $58.3M |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | $32.7M | ||
| Q3 25 | $28.9M | $8.0M | ||
| Q2 25 | $25.8M | $20.9M | ||
| Q1 25 | $17.3M | $-2.9M | ||
| Q4 24 | $5.2M | $49.7M | ||
| Q3 24 | $5.0M | $33.5M | ||
| Q2 24 | $-4.9M | $16.2M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $32.6M | ||
| Q3 25 | $22.9M | $7.9M | ||
| Q2 25 | $15.9M | $20.8M | ||
| Q1 25 | $14.7M | $-3.0M | ||
| Q4 24 | $251.0K | $49.2M | ||
| Q3 24 | $3.0M | $33.3M | ||
| Q2 24 | $-6.7M | $16.1M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | 31.0% | ||
| Q3 25 | 14.5% | 6.9% | ||
| Q2 25 | 10.7% | 19.6% | ||
| Q1 25 | 10.2% | -3.1% | ||
| Q4 24 | 0.2% | 48.9% | ||
| Q3 24 | 2.2% | 28.0% | ||
| Q2 24 | -5.1% | 15.5% |
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 0.1% | ||
| Q3 25 | 3.8% | 0.1% | ||
| Q2 25 | 6.6% | 0.1% | ||
| Q1 25 | 1.8% | 0.0% | ||
| Q4 24 | 3.5% | 0.4% | ||
| Q3 24 | 1.5% | 0.1% | ||
| Q2 24 | 1.3% | 0.1% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 0.72× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | -6.27× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 2.26× | ||
| Q2 24 | — | 2.81× |
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% |
OLPX
| Sales Channel Directly To Consumer | $43.6M | 42% |
| Sales Channel Through Intermediary Professional | $36.8M | 35% |
| Sales Channel Through Intermediary Specialty Retail | $24.7M | 23% |
