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Side-by-side financial comparison of Fastly, Inc. (FSLY) and OPKO HEALTH, INC. (OPK). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $148.5M, roughly 1.2× OPKO HEALTH, INC.). Fastly, Inc. runs the higher net margin — -9.0% vs -21.1%, a 12.1% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -19.2%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $-28.6M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -7.5%).
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.
OPKO Health, Inc. is a medical test and medication company focused on diagnostics and pharmaceuticals. The company is a publicly traded company on NASDAQ and TASE under the symbol "OPK".
FSLY vs OPK — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $148.5M |
| Net Profit | $-15.5M | $-31.3M |
| Gross Margin | 61.4% | 43.1% |
| Operating Margin | -8.7% | -25.8% |
| Net Margin | -9.0% | -21.1% |
| Revenue YoY | 22.8% | -19.2% |
| Net Profit YoY | 52.9% | -322.8% |
| EPS (diluted) | $-0.10 | $-0.04 |
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 | $148.5M | ||
| Q3 25 | $158.2M | $151.7M | ||
| Q2 25 | $148.7M | $156.8M | ||
| Q1 25 | $144.5M | $150.0M | ||
| Q4 24 | $140.6M | $183.6M | ||
| Q3 24 | $137.2M | $173.6M | ||
| Q2 24 | $132.4M | $182.2M | ||
| Q1 24 | $133.5M | $173.7M |
| Q4 25 | $-15.5M | $-31.3M | ||
| Q3 25 | $-29.5M | $21.6M | ||
| Q2 25 | $-37.5M | $-148.4M | ||
| Q1 25 | $-39.1M | $-67.6M | ||
| Q4 24 | $-32.9M | $14.0M | ||
| Q3 24 | $-38.0M | $24.9M | ||
| Q2 24 | $-43.7M | $-10.3M | ||
| Q1 24 | $-43.4M | $-81.8M |
| Q4 25 | 61.4% | 43.1% | ||
| Q3 25 | 58.4% | 32.9% | ||
| Q2 25 | 54.5% | 31.5% | ||
| Q1 25 | 53.2% | 28.4% | ||
| Q4 24 | 53.4% | 46.1% | ||
| Q3 24 | 54.5% | 23.1% | ||
| Q2 24 | 55.1% | 28.4% | ||
| Q1 24 | 54.8% | 24.2% |
| Q4 25 | -8.7% | -25.8% | ||
| Q3 25 | -18.2% | 31.7% | ||
| Q2 25 | -24.8% | -38.3% | ||
| Q1 25 | -26.4% | -44.8% | ||
| Q4 24 | -24.4% | -18.0% | ||
| Q3 24 | -29.6% | 8.2% | ||
| Q2 24 | -35.3% | -33.9% | ||
| Q1 24 | -34.6% | -41.2% |
| Q4 25 | -9.0% | -21.1% | ||
| Q3 25 | -18.6% | 14.3% | ||
| Q2 25 | -25.2% | -94.7% | ||
| Q1 25 | -27.1% | -45.1% | ||
| Q4 24 | -23.4% | 7.6% | ||
| Q3 24 | -27.7% | 14.3% | ||
| Q2 24 | -33.0% | -5.7% | ||
| Q1 24 | -32.5% | -47.1% |
| Q4 25 | $-0.10 | $-0.04 | ||
| Q3 25 | $-0.20 | $0.03 | ||
| Q2 25 | $-0.26 | $-0.19 | ||
| Q1 25 | $-0.27 | $-0.10 | ||
| Q4 24 | $-0.23 | $0.02 | ||
| Q3 24 | $-0.27 | $0.03 | ||
| Q2 24 | $-0.32 | $-0.01 | ||
| 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 | $364.4M |
| Total DebtLower is stronger | — | $344.0M |
| Stockholders' EquityBook value | $929.6M | $1.3B |
| Total Assets | $1.5B | $1.9B |
| Debt / EquityLower = less leverage | — | 0.27× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $364.4M | ||
| Q3 25 | $342.9M | $412.0M | ||
| Q2 25 | $321.2M | $267.3M | ||
| Q1 25 | $307.3M | $428.8M | ||
| Q4 24 | $295.9M | $426.6M | ||
| Q3 24 | $308.2M | $400.1M | ||
| Q2 24 | $311.8M | $40.6M | ||
| Q1 24 | $329.5M | $75.6M |
| Q4 25 | — | $344.0M | ||
| Q3 25 | — | $344.2M | ||
| Q2 25 | — | $343.3M | ||
| Q1 25 | — | $439.2M | ||
| Q4 24 | — | $437.2M | ||
| Q3 24 | — | $441.0M | ||
| Q2 24 | — | $201.9M | ||
| Q1 24 | — | $350.1M |
| Q4 25 | $929.6M | $1.3B | ||
| Q3 25 | $937.0M | $1.3B | ||
| Q2 25 | $942.6M | $1.3B | ||
| Q1 25 | $957.0M | $1.3B | ||
| Q4 24 | $965.3M | $1.4B | ||
| Q3 24 | $969.5M | $1.4B | ||
| Q2 24 | $981.2M | $1.4B | ||
| Q1 24 | $991.8M | $1.3B |
| Q4 25 | $1.5B | $1.9B | ||
| Q3 25 | $1.5B | $2.0B | ||
| Q2 25 | $1.5B | $2.0B | ||
| Q1 25 | $1.4B | $2.1B | ||
| Q4 24 | $1.5B | $2.2B | ||
| Q3 24 | $1.5B | $2.3B | ||
| Q2 24 | $1.5B | $2.0B | ||
| Q1 24 | $1.5B | $2.0B |
| Q4 25 | — | 0.27× | ||
| Q3 25 | — | 0.26× | ||
| Q2 25 | — | 0.26× | ||
| Q1 25 | — | 0.33× | ||
| Q4 24 | — | 0.32× | ||
| Q3 24 | — | 0.31× | ||
| Q2 24 | — | 0.14× | ||
| Q1 24 | — | 0.28× |
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 | $-25.9M |
| Free Cash FlowOCF − Capex | $12.2M | $-28.6M |
| FCF MarginFCF / Revenue | 7.1% | -19.3% |
| Capex IntensityCapex / Revenue | 5.9% | 1.8% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $-190.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $-25.9M | ||
| Q3 25 | $28.9M | $-34.6M | ||
| Q2 25 | $25.8M | $-83.4M | ||
| Q1 25 | $17.3M | $-34.6M | ||
| Q4 24 | $5.2M | $-44.4M | ||
| Q3 24 | $5.0M | $-77.1M | ||
| Q2 24 | $-4.9M | $-26.4M | ||
| Q1 24 | $11.1M | $-35.6M |
| Q4 25 | $12.2M | $-28.6M | ||
| Q3 25 | $22.9M | $-37.8M | ||
| Q2 25 | $15.9M | $-86.7M | ||
| Q1 25 | $14.7M | $-37.7M | ||
| Q4 24 | $251.0K | $-49.8M | ||
| Q3 24 | $3.0M | $-85.0M | ||
| Q2 24 | $-6.7M | $-33.7M | ||
| Q1 24 | $9.5M | $-40.0M |
| Q4 25 | 7.1% | -19.3% | ||
| Q3 25 | 14.5% | -24.9% | ||
| Q2 25 | 10.7% | -55.3% | ||
| Q1 25 | 10.2% | -25.2% | ||
| Q4 24 | 0.2% | -27.1% | ||
| Q3 24 | 2.2% | -49.0% | ||
| Q2 24 | -5.1% | -18.5% | ||
| Q1 24 | 7.1% | -23.0% |
| Q4 25 | 5.9% | 1.8% | ||
| Q3 25 | 3.8% | 2.1% | ||
| Q2 25 | 6.6% | 2.1% | ||
| Q1 25 | 1.8% | 2.1% | ||
| Q4 24 | 3.5% | 2.9% | ||
| Q3 24 | 1.5% | 4.6% | ||
| Q2 24 | 1.3% | 4.0% | ||
| Q1 24 | 1.2% | 2.6% |
| Q4 25 | — | — | ||
| Q3 25 | — | -1.60× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | -3.17× | ||
| Q3 24 | — | -3.10× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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% |
OPK
| Services | $71.1M | 48% |
| Transfer Of Intellectual Property And Other | $33.7M | 23% |
| IE | $22.1M | 15% |
| Rayaldee | $8.8M | 6% |
| Barda Agreement | $6.8M | 5% |
| MX | $6.3M | 4% |
