vs
Side-by-side financial comparison of Fastly, Inc. (FSLY) and PAMT CORP (PAMT). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $141.3M, roughly 1.2× PAMT CORP). Fastly, Inc. runs the higher net margin — -9.0% vs -20.7%, a 11.7% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -15.1%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $-25.0M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -12.0%).
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 PAMT — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $141.3M |
| Net Profit | $-15.5M | $-29.3M |
| Gross Margin | 61.4% | — |
| Operating Margin | -8.7% | -27.0% |
| Net Margin | -9.0% | -20.7% |
| Revenue YoY | 22.8% | -15.1% |
| Net Profit YoY | 52.9% | 7.4% |
| EPS (diluted) | $-0.10 | $-1.38 |
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 | $141.3M | ||
| Q3 25 | $158.2M | $150.3M | ||
| Q2 25 | $148.7M | $151.1M | ||
| Q1 25 | $144.5M | $155.3M | ||
| Q4 24 | $140.6M | $166.5M | ||
| Q3 24 | $137.2M | $182.6M | ||
| Q2 24 | $132.4M | $182.9M | ||
| Q1 24 | $133.5M | $182.6M |
| Q4 25 | $-15.5M | $-29.3M | ||
| Q3 25 | $-29.5M | $-5.6M | ||
| Q2 25 | $-37.5M | $-9.6M | ||
| Q1 25 | $-39.1M | $-8.1M | ||
| Q4 24 | $-32.9M | $-31.6M | ||
| Q3 24 | $-38.0M | $2.4M | ||
| Q2 24 | $-43.7M | $-2.9M | ||
| Q1 24 | $-43.4M | $281.0K |
| 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 24 | 54.8% | — |
| Q4 25 | -8.7% | -27.0% | ||
| Q3 25 | -18.2% | -3.8% | ||
| Q2 25 | -24.8% | -7.3% | ||
| Q1 25 | -26.4% | -5.9% | ||
| Q4 24 | -24.4% | -22.6% | ||
| Q3 24 | -29.6% | 1.3% | ||
| Q2 24 | -35.3% | -0.4% | ||
| Q1 24 | -34.6% | -0.4% |
| Q4 25 | -9.0% | -20.7% | ||
| Q3 25 | -18.6% | -3.7% | ||
| Q2 25 | -25.2% | -6.4% | ||
| Q1 25 | -27.1% | -5.2% | ||
| Q4 24 | -23.4% | -19.0% | ||
| Q3 24 | -27.7% | 1.3% | ||
| Q2 24 | -33.0% | -1.6% | ||
| Q1 24 | -32.5% | 0.2% |
| Q4 25 | $-0.10 | $-1.38 | ||
| Q3 25 | $-0.20 | $-0.27 | ||
| Q2 25 | $-0.26 | $-0.46 | ||
| Q1 25 | $-0.27 | $-0.37 | ||
| Q4 24 | $-0.23 | $-1.44 | ||
| Q3 24 | $-0.27 | $0.11 | ||
| Q2 24 | $-0.32 | $-0.13 | ||
| Q1 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 | $361.8M | $83.7M |
| Total DebtLower is stronger | — | $333.9M |
| Stockholders' EquityBook value | $929.6M | $210.5M |
| Total Assets | $1.5B | $697.9M |
| Debt / EquityLower = less leverage | — | 1.59× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $83.7M | ||
| Q3 25 | $342.9M | $115.6M | ||
| Q2 25 | $321.2M | $117.3M | ||
| Q1 25 | $307.3M | $102.7M | ||
| Q4 24 | $295.9M | $110.7M | ||
| Q3 24 | $308.2M | $92.3M | ||
| Q2 24 | $311.8M | $114.0M | ||
| Q1 24 | $329.5M | $125.8M |
| Q4 25 | — | $333.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $325.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $929.6M | $210.5M | ||
| Q3 25 | $937.0M | $239.5M | ||
| Q2 25 | $942.6M | $244.9M | ||
| Q1 25 | $957.0M | $269.6M | ||
| Q4 24 | $965.3M | $277.5M | ||
| Q3 24 | $969.5M | $308.9M | ||
| Q2 24 | $981.2M | $306.7M | ||
| Q1 24 | $991.8M | $314.6M |
| Q4 25 | $1.5B | $697.9M | ||
| Q3 25 | $1.5B | $715.2M | ||
| Q2 25 | $1.5B | $707.9M | ||
| Q1 25 | $1.4B | $712.6M | ||
| Q4 24 | $1.5B | $741.7M | ||
| Q3 24 | $1.5B | $756.7M | ||
| Q2 24 | $1.5B | $733.5M | ||
| Q1 24 | $1.5B | $746.4M |
| Q4 25 | — | 1.59× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 1.17× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
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 | $-5.8M |
| Free Cash FlowOCF − Capex | $12.2M | $-25.0M |
| FCF MarginFCF / Revenue | 7.1% | -17.7% |
| Capex IntensityCapex / Revenue | 5.9% | 13.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $-23.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $-5.8M | ||
| Q3 25 | $28.9M | $5.9M | ||
| Q2 25 | $25.8M | $12.2M | ||
| Q1 25 | $17.3M | $5.0M | ||
| Q4 24 | $5.2M | $15.2M | ||
| Q3 24 | $5.0M | $15.5M | ||
| Q2 24 | $-4.9M | $18.7M | ||
| Q1 24 | $11.1M | $9.6M |
| Q4 25 | $12.2M | $-25.0M | ||
| Q3 25 | $22.9M | $2.5M | ||
| Q2 25 | $15.9M | $5.9M | ||
| Q1 25 | $14.7M | $-6.8M | ||
| Q4 24 | $251.0K | $-39.9M | ||
| Q3 24 | $3.0M | $-33.6M | ||
| Q2 24 | $-6.7M | $4.1M | ||
| Q1 24 | $9.5M | $-12.2M |
| Q4 25 | 7.1% | -17.7% | ||
| Q3 25 | 14.5% | 1.7% | ||
| Q2 25 | 10.7% | 3.9% | ||
| Q1 25 | 10.2% | -4.4% | ||
| Q4 24 | 0.2% | -24.0% | ||
| Q3 24 | 2.2% | -18.4% | ||
| Q2 24 | -5.1% | 2.2% | ||
| Q1 24 | 7.1% | -6.7% |
| Q4 25 | 5.9% | 13.6% | ||
| Q3 25 | 3.8% | 2.3% | ||
| Q2 25 | 6.6% | 4.2% | ||
| Q1 25 | 1.8% | 7.6% | ||
| Q4 24 | 3.5% | 33.1% | ||
| Q3 24 | 1.5% | 26.9% | ||
| Q2 24 | 1.3% | 8.0% | ||
| Q1 24 | 1.2% | 12.0% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 6.44× | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 34.11× |
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% |
PAMT
| Freight Transportation Service | $123.1M | 87% |
| Fuel Surcharge | $18.2M | 13% |
