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Side-by-side financial comparison of Fastly, Inc. (FSLY) and DOUGLAS DYNAMICS, INC (PLOW). Click either name above to swap in a different company.
DOUGLAS DYNAMICS, INC is the larger business by last-quarter revenue ($184.5M vs $172.6M, roughly 1.1× Fastly, Inc.). DOUGLAS DYNAMICS, INC runs the higher net margin — 7.0% vs -9.0%, a 15.9% gap on every dollar of revenue. On growth, DOUGLAS DYNAMICS, INC posted the faster year-over-year revenue change (28.6% vs 22.8%). DOUGLAS DYNAMICS, INC produced more free cash flow last quarter ($92.8M vs $12.2M). Over the past eight quarters, DOUGLAS DYNAMICS, INC's revenue compounded faster (38.9% CAGR vs 13.7%).
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.
General Dynamics Corporation (GD) is an American industrial and technology company based in Reston, Virginia. It is primarily a developer and producer of advanced military equipment of a wide variety, such as nuclear submarines, main battle tanks, and armoured fighting vehicles. It is also the manufacturer of the civilian aviation Gulfstream business jets and a provider of information technology services. The company is the 3rd largest of the top 100 contractors of the U.S. federal government...
FSLY vs PLOW — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $184.5M |
| Net Profit | $-15.5M | $12.8M |
| Gross Margin | 61.4% | 26.1% |
| Operating Margin | -8.7% | 10.5% |
| Net Margin | -9.0% | 7.0% |
| Revenue YoY | 22.8% | 28.6% |
| Net Profit YoY | 52.9% | 62.3% |
| EPS (diluted) | $-0.10 | $0.54 |
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 | $184.5M | ||
| Q3 25 | $158.2M | $162.1M | ||
| Q2 25 | $148.7M | $194.3M | ||
| Q1 25 | $144.5M | $115.1M | ||
| Q4 24 | $140.6M | $143.5M | ||
| Q3 24 | $137.2M | $129.4M | ||
| Q2 24 | $132.4M | $199.9M | ||
| Q1 24 | $133.5M | $95.7M |
| Q4 25 | $-15.5M | $12.8M | ||
| Q3 25 | $-29.5M | $8.0M | ||
| Q2 25 | $-37.5M | $26.0M | ||
| Q1 25 | $-39.1M | $148.0K | ||
| Q4 24 | $-32.9M | $7.9M | ||
| Q3 24 | $-38.0M | $32.3M | ||
| Q2 24 | $-43.7M | $24.3M | ||
| Q1 24 | $-43.4M | $-8.4M |
| Q4 25 | 61.4% | 26.1% | ||
| Q3 25 | 58.4% | 23.5% | ||
| Q2 25 | 54.5% | 31.0% | ||
| Q1 25 | 53.2% | 24.5% | ||
| Q4 24 | 53.4% | 24.9% | ||
| Q3 24 | 54.5% | 23.9% | ||
| Q2 24 | 55.1% | 30.7% | ||
| Q1 24 | 54.8% | 19.8% |
| Q4 25 | -8.7% | 10.5% | ||
| Q3 25 | -18.2% | 8.7% | ||
| Q2 25 | -24.8% | 19.0% | ||
| Q1 25 | -26.4% | 2.8% | ||
| Q4 24 | -24.4% | 9.0% | ||
| Q3 24 | -29.6% | 35.4% | ||
| Q2 24 | -35.3% | 18.2% | ||
| Q1 24 | -34.6% | -6.7% |
| Q4 25 | -9.0% | 7.0% | ||
| Q3 25 | -18.6% | 4.9% | ||
| Q2 25 | -25.2% | 13.4% | ||
| Q1 25 | -27.1% | 0.1% | ||
| Q4 24 | -23.4% | 5.5% | ||
| Q3 24 | -27.7% | 24.9% | ||
| Q2 24 | -33.0% | 12.2% | ||
| Q1 24 | -32.5% | -8.7% |
| Q4 25 | $-0.10 | $0.54 | ||
| Q3 25 | $-0.20 | $0.33 | ||
| Q2 25 | $-0.26 | $1.09 | ||
| Q1 25 | $-0.27 | $0.00 | ||
| Q4 24 | $-0.23 | $0.35 | ||
| Q3 24 | $-0.27 | $1.36 | ||
| Q2 24 | $-0.32 | $1.02 | ||
| Q1 24 | $-0.32 | $-0.37 |
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 | — | $144.0M |
| Stockholders' EquityBook value | $929.6M | $281.4M |
| Total Assets | $1.5B | $626.7M |
| Debt / EquityLower = less leverage | — | 0.51× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | — | ||
| Q3 25 | $342.9M | — | ||
| Q2 25 | $321.2M | — | ||
| Q1 25 | $307.3M | — | ||
| Q4 24 | $295.9M | — | ||
| Q3 24 | $308.2M | — | ||
| Q2 24 | $311.8M | — | ||
| Q1 24 | $329.5M | — |
| Q4 25 | — | $144.0M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $147.5M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $929.6M | $281.4M | ||
| Q3 25 | $937.0M | $275.3M | ||
| Q2 25 | $942.6M | $273.3M | ||
| Q1 25 | $957.0M | $258.9M | ||
| Q4 24 | $965.3M | $264.2M | ||
| Q3 24 | $969.5M | $260.8M | ||
| Q2 24 | $981.2M | $236.7M | ||
| Q1 24 | $991.8M | $217.2M |
| Q4 25 | $1.5B | $626.7M | ||
| Q3 25 | $1.5B | $694.9M | ||
| Q2 25 | $1.5B | $671.5M | ||
| Q1 25 | $1.4B | $621.0M | ||
| Q4 24 | $1.5B | $590.0M | ||
| Q3 24 | $1.5B | $665.6M | ||
| Q2 24 | $1.5B | $617.0M | ||
| Q1 24 | $1.5B | $577.1M |
| Q4 25 | — | 0.51× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.56× | ||
| 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 | $95.9M |
| Free Cash FlowOCF − Capex | $12.2M | $92.8M |
| FCF MarginFCF / Revenue | 7.1% | 50.3% |
| Capex IntensityCapex / Revenue | 5.9% | 1.7% |
| Cash ConversionOCF / Net Profit | — | 7.47× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $63.6M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $95.9M | ||
| Q3 25 | $28.9M | $-8.5M | ||
| Q2 25 | $25.8M | $-11.4M | ||
| Q1 25 | $17.3M | $-1.3M | ||
| Q4 24 | $5.2M | $74.4M | ||
| Q3 24 | $5.0M | $-14.2M | ||
| Q2 24 | $-4.9M | $2.5M | ||
| Q1 24 | $11.1M | $-21.6M |
| Q4 25 | $12.2M | $92.8M | ||
| Q3 25 | $22.9M | $-11.4M | ||
| Q2 25 | $15.9M | $-14.3M | ||
| Q1 25 | $14.7M | $-3.5M | ||
| Q4 24 | $251.0K | $70.2M | ||
| Q3 24 | $3.0M | $-15.2M | ||
| Q2 24 | $-6.7M | $836.0K | ||
| Q1 24 | $9.5M | $-22.4M |
| Q4 25 | 7.1% | 50.3% | ||
| Q3 25 | 14.5% | -7.1% | ||
| Q2 25 | 10.7% | -7.4% | ||
| Q1 25 | 10.2% | -3.0% | ||
| Q4 24 | 0.2% | 48.9% | ||
| Q3 24 | 2.2% | -11.8% | ||
| Q2 24 | -5.1% | 0.4% | ||
| Q1 24 | 7.1% | -23.4% |
| Q4 25 | 5.9% | 1.7% | ||
| Q3 25 | 3.8% | 1.8% | ||
| Q2 25 | 6.6% | 1.5% | ||
| Q1 25 | 1.8% | 1.9% | ||
| Q4 24 | 3.5% | 2.9% | ||
| Q3 24 | 1.5% | 0.8% | ||
| Q2 24 | 1.3% | 0.8% | ||
| Q1 24 | 1.2% | 0.8% |
| Q4 25 | — | 7.47× | ||
| Q3 25 | — | -1.07× | ||
| Q2 25 | — | -0.44× | ||
| Q1 25 | — | -9.03× | ||
| Q4 24 | — | 9.41× | ||
| Q3 24 | — | -0.44× | ||
| Q2 24 | — | 0.10× | ||
| 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% |
PLOW
| Work Truck Solutions | $101.5M | 55% |
| Transferred At Point In Time | $83.1M | 45% |
