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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Pacira BioSciences, Inc. (PCRX). Click either name above to swap in a different company.
Pacira BioSciences, Inc. is the larger business by last-quarter revenue ($177.4M vs $172.6M, roughly 1.0× Fastly, Inc.). Pacira BioSciences, Inc. runs the higher net margin — 1.6% vs -9.0%, a 10.6% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 5.0%). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -0.2%).
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.
Pacira BioSciences, Inc. is a specialty pharmaceutical company focused on developing and commercializing non-opioid pain management solutions. Its core product line targets post-surgical pain relief for patients, serving hospitals, ambulatory surgery centers and other healthcare providers primarily in the U.S., with ongoing expansion efforts in select international markets.
FSLY vs PCRX — Head-to-Head
Income Statement — Q4 FY2025 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $177.4M |
| Net Profit | $-15.5M | $2.9M |
| Gross Margin | 61.4% | — |
| Operating Margin | -8.7% | 3.9% |
| Net Margin | -9.0% | 1.6% |
| Revenue YoY | 22.8% | 5.0% |
| Net Profit YoY | 52.9% | — |
| EPS (diluted) | $-0.10 | $0.07 |
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 | — | $177.4M | ||
| Q4 25 | $172.6M | $196.9M | ||
| Q3 25 | $158.2M | $179.5M | ||
| Q2 25 | $148.7M | $181.1M | ||
| Q1 25 | $144.5M | $168.9M | ||
| Q4 24 | $140.6M | $187.3M | ||
| Q3 24 | $137.2M | $168.6M | ||
| Q2 24 | $132.4M | $178.0M |
| Q1 26 | — | $2.9M | ||
| Q4 25 | $-15.5M | — | ||
| Q3 25 | $-29.5M | $5.4M | ||
| Q2 25 | $-37.5M | $-4.8M | ||
| Q1 25 | $-39.1M | $4.8M | ||
| Q4 24 | $-32.9M | — | ||
| Q3 24 | $-38.0M | $-143.5M | ||
| Q2 24 | $-43.7M | $18.9M |
| Q1 26 | — | — | ||
| Q4 25 | 61.4% | 79.5% | ||
| Q3 25 | 58.4% | 80.9% | ||
| Q2 25 | 54.5% | 77.4% | ||
| Q1 25 | 53.2% | 79.7% | ||
| Q4 24 | 53.4% | 78.7% | ||
| Q3 24 | 54.5% | 76.9% | ||
| Q2 24 | 55.1% | 75.1% |
| Q1 26 | — | 3.9% | ||
| Q4 25 | -8.7% | 1.2% | ||
| Q3 25 | -18.2% | 3.5% | ||
| Q2 25 | -24.8% | 4.7% | ||
| Q1 25 | -26.4% | 1.2% | ||
| Q4 24 | -24.4% | 13.2% | ||
| Q3 24 | -29.6% | -82.8% | ||
| Q2 24 | -35.3% | 15.9% |
| Q1 26 | — | 1.6% | ||
| Q4 25 | -9.0% | — | ||
| Q3 25 | -18.6% | 3.0% | ||
| Q2 25 | -25.2% | -2.7% | ||
| Q1 25 | -27.1% | 2.8% | ||
| Q4 24 | -23.4% | — | ||
| Q3 24 | -27.7% | -85.1% | ||
| Q2 24 | -33.0% | 10.6% |
| Q1 26 | — | $0.07 | ||
| Q4 25 | $-0.10 | $0.05 | ||
| Q3 25 | $-0.20 | $0.12 | ||
| Q2 25 | $-0.26 | $-0.11 | ||
| Q1 25 | $-0.27 | $0.10 | ||
| Q4 24 | $-0.23 | $0.38 | ||
| Q3 24 | $-0.27 | $-3.11 | ||
| Q2 24 | $-0.32 | $0.39 |
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 | $144.3M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $653.9M |
| Total Assets | $1.5B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $144.3M | ||
| Q4 25 | $361.8M | $238.4M | ||
| Q3 25 | $342.9M | $246.3M | ||
| Q2 25 | $321.2M | $445.9M | ||
| Q1 25 | $307.3M | $493.6M | ||
| Q4 24 | $295.9M | $484.6M | ||
| Q3 24 | $308.2M | $453.8M | ||
| Q2 24 | $311.8M | $404.2M |
| Q1 26 | — | — | ||
| Q4 25 | — | $372.2M | ||
| Q3 25 | — | $376.7M | ||
| Q2 25 | — | $580.5M | ||
| Q1 25 | — | $583.4M | ||
| Q4 24 | — | $585.3M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — |
| Q1 26 | — | $653.9M | ||
| Q4 25 | $929.6M | $693.1M | ||
| Q3 25 | $937.0M | $727.2M | ||
| Q2 25 | $942.6M | $757.8M | ||
| Q1 25 | $957.0M | $798.5M | ||
| Q4 24 | $965.3M | $778.3M | ||
| Q3 24 | $969.5M | $749.6M | ||
| Q2 24 | $981.2M | $879.3M |
| Q1 26 | — | $1.2B | ||
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.3B | ||
| Q2 25 | $1.5B | $1.5B | ||
| Q1 25 | $1.4B | $1.6B | ||
| Q4 24 | $1.5B | $1.6B | ||
| Q3 24 | $1.5B | $1.5B | ||
| Q2 24 | $1.5B | $1.6B |
| Q1 26 | — | — | ||
| Q4 25 | — | 0.54× | ||
| Q3 25 | — | 0.52× | ||
| Q2 25 | — | 0.77× | ||
| Q1 25 | — | 0.73× | ||
| Q4 24 | — | 0.75× | ||
| Q3 24 | — | — | ||
| Q2 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 | — |
| 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 | $43.7M | ||
| Q3 25 | $28.9M | $60.8M | ||
| Q2 25 | $25.8M | $12.0M | ||
| Q1 25 | $17.3M | $35.5M | ||
| Q4 24 | $5.2M | $33.1M | ||
| Q3 24 | $5.0M | $53.9M | ||
| Q2 24 | $-4.9M | $53.2M |
| Q1 26 | — | — | ||
| Q4 25 | $12.2M | $43.5M | ||
| Q3 25 | $22.9M | $57.0M | ||
| Q2 25 | $15.9M | $9.3M | ||
| Q1 25 | $14.7M | $26.9M | ||
| Q4 24 | $251.0K | $31.0M | ||
| Q3 24 | $3.0M | $49.8M | ||
| Q2 24 | $-6.7M | $51.6M |
| Q1 26 | — | — | ||
| Q4 25 | 7.1% | 22.1% | ||
| Q3 25 | 14.5% | 31.7% | ||
| Q2 25 | 10.7% | 5.1% | ||
| Q1 25 | 10.2% | 15.9% | ||
| Q4 24 | 0.2% | 16.6% | ||
| Q3 24 | 2.2% | 29.6% | ||
| Q2 24 | -5.1% | 29.0% |
| Q1 26 | — | — | ||
| Q4 25 | 5.9% | 0.1% | ||
| Q3 25 | 3.8% | 2.2% | ||
| Q2 25 | 6.6% | 1.5% | ||
| Q1 25 | 1.8% | 5.1% | ||
| Q4 24 | 3.5% | 1.1% | ||
| Q3 24 | 1.5% | 2.4% | ||
| Q2 24 | 1.3% | 0.9% |
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | 11.20× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 7.37× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 2.82× |
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% |
PCRX
| EXPAREL | $143.3M | 81% |
| ZILRETTA | $26.8M | 15% |
| iovera° | $6.2M | 3% |
| Bupivacaine liposome injectable suspension | $1.2M | 1% |
