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Side-by-side financial comparison of Fastly, Inc. (FSLY) and STURM RUGER & CO INC (RGR). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($172.6M vs $151.1M, roughly 1.1× STURM RUGER & CO INC). On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 3.6%). STURM RUGER & CO INC produced more free cash flow last quarter ($12.3M vs $12.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 5.1%).
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.
Sturm, Ruger & Company, Inc., better known by the shortened name Ruger, is an American firearm manufacturing company based in Southport, Connecticut, with production facilities also in Newport, New Hampshire; Mayodan, North Carolina; and Prescott, Arizona. The company was founded in 1949 by Alexander McCormick Sturm and William B. Ruger and has been publicly traded since 1969.
FSLY vs RGR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $151.1M |
| Net Profit | $-15.5M | — |
| Gross Margin | 61.4% | 17.8% |
| Operating Margin | -8.7% | 2.3% |
| Net Margin | -9.0% | — |
| Revenue YoY | 22.8% | 3.6% |
| Net Profit YoY | 52.9% | — |
| EPS (diluted) | $-0.10 | $0.22 |
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 | $151.1M | ||
| Q3 25 | $158.2M | $126.8M | ||
| Q2 25 | $148.7M | $132.5M | ||
| Q1 25 | $144.5M | $135.7M | ||
| Q4 24 | $140.6M | $145.8M | ||
| Q3 24 | $137.2M | $122.3M | ||
| Q2 24 | $132.4M | $130.8M | ||
| Q1 24 | $133.5M | $136.8M |
| Q4 25 | $-15.5M | — | ||
| Q3 25 | $-29.5M | $1.6M | ||
| Q2 25 | $-37.5M | $-17.2M | ||
| Q1 25 | $-39.1M | $7.8M | ||
| Q4 24 | $-32.9M | — | ||
| Q3 24 | $-38.0M | $4.7M | ||
| Q2 24 | $-43.7M | $8.3M | ||
| Q1 24 | $-43.4M | $7.1M |
| Q4 25 | 61.4% | 17.8% | ||
| Q3 25 | 58.4% | 15.1% | ||
| Q2 25 | 54.5% | 3.9% | ||
| Q1 25 | 53.2% | 22.0% | ||
| Q4 24 | 53.4% | 22.8% | ||
| Q3 24 | 54.5% | 18.5% | ||
| Q2 24 | 55.1% | 22.3% | ||
| Q1 24 | 54.8% | 21.5% |
| Q4 25 | -8.7% | 2.3% | ||
| Q3 25 | -18.2% | -2.7% | ||
| Q2 25 | -24.8% | -15.6% | ||
| Q1 25 | -26.4% | 6.2% | ||
| Q4 24 | -24.4% | 7.8% | ||
| Q3 24 | -29.6% | 3.1% | ||
| Q2 24 | -35.3% | 6.9% | ||
| Q1 24 | -34.6% | 5.5% |
| Q4 25 | -9.0% | — | ||
| Q3 25 | -18.6% | 1.2% | ||
| Q2 25 | -25.2% | -13.0% | ||
| Q1 25 | -27.1% | 5.7% | ||
| Q4 24 | -23.4% | — | ||
| Q3 24 | -27.7% | 3.9% | ||
| Q2 24 | -33.0% | 6.3% | ||
| Q1 24 | -32.5% | 5.2% |
| Q4 25 | $-0.10 | $0.22 | ||
| Q3 25 | $-0.20 | $0.10 | ||
| Q2 25 | $-0.26 | $-1.05 | ||
| Q1 25 | $-0.27 | $0.46 | ||
| Q4 24 | $-0.23 | $0.62 | ||
| Q3 24 | $-0.27 | $0.28 | ||
| Q2 24 | $-0.32 | $0.47 | ||
| Q1 24 | $-0.32 | $0.40 |
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 | $92.5M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $283.8M |
| Total Assets | $1.5B | $342.0M |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $92.5M | ||
| Q3 25 | $342.9M | $80.8M | ||
| Q2 25 | $321.2M | $101.4M | ||
| Q1 25 | $307.3M | $108.3M | ||
| Q4 24 | $295.9M | $105.5M | ||
| Q3 24 | $308.2M | $96.0M | ||
| Q2 24 | $311.8M | $105.6M | ||
| Q1 24 | $329.5M | $115.3M |
| Q4 25 | $929.6M | $283.8M | ||
| Q3 25 | $937.0M | $279.6M | ||
| Q2 25 | $942.6M | $289.3M | ||
| Q1 25 | $957.0M | $321.5M | ||
| Q4 24 | $965.3M | $319.6M | ||
| Q3 24 | $969.5M | $314.9M | ||
| Q2 24 | $981.2M | $321.5M | ||
| Q1 24 | $991.8M | $332.0M |
| Q4 25 | $1.5B | $342.0M | ||
| Q3 25 | $1.5B | $342.3M | ||
| Q2 25 | $1.5B | $349.5M | ||
| Q1 25 | $1.4B | $379.0M | ||
| Q4 24 | $1.5B | $384.0M | ||
| Q3 24 | $1.5B | $373.5M | ||
| Q2 24 | $1.5B | $376.7M | ||
| Q1 24 | $1.5B | $385.0M |
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 | $15.5M |
| Free Cash FlowOCF − Capex | $12.2M | $12.3M |
| FCF MarginFCF / Revenue | 7.1% | 8.2% |
| Capex IntensityCapex / Revenue | 5.9% | 2.1% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $38.5M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $15.5M | ||
| Q3 25 | $28.9M | $12.9M | ||
| Q2 25 | $25.8M | $14.7M | ||
| Q1 25 | $17.3M | $11.1M | ||
| Q4 24 | $5.2M | $20.0M | ||
| Q3 24 | $5.0M | $9.4M | ||
| Q2 24 | $-4.9M | $18.7M | ||
| Q1 24 | $11.1M | $7.3M |
| Q4 25 | $12.2M | $12.3M | ||
| Q3 25 | $22.9M | $7.0M | ||
| Q2 25 | $15.9M | $9.1M | ||
| Q1 25 | $14.7M | $10.0M | ||
| Q4 24 | $251.0K | $16.4M | ||
| Q3 24 | $3.0M | $2.6M | ||
| Q2 24 | $-6.7M | $10.1M | ||
| Q1 24 | $9.5M | $5.6M |
| Q4 25 | 7.1% | 8.2% | ||
| Q3 25 | 14.5% | 5.5% | ||
| Q2 25 | 10.7% | 6.9% | ||
| Q1 25 | 10.2% | 7.4% | ||
| Q4 24 | 0.2% | 11.2% | ||
| Q3 24 | 2.2% | 2.1% | ||
| Q2 24 | -5.1% | 7.7% | ||
| Q1 24 | 7.1% | 4.1% |
| Q4 25 | 5.9% | 2.1% | ||
| Q3 25 | 3.8% | 4.6% | ||
| Q2 25 | 6.6% | 4.2% | ||
| Q1 25 | 1.8% | 0.8% | ||
| Q4 24 | 3.5% | 2.5% | ||
| Q3 24 | 1.5% | 5.5% | ||
| Q2 24 | 1.3% | 6.6% | ||
| Q1 24 | 1.2% | 1.3% |
| Q4 25 | — | — | ||
| Q3 25 | — | 8.15× | ||
| Q2 25 | — | — | ||
| Q1 25 | — | 1.43× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | 1.98× | ||
| Q2 24 | — | 2.27× | ||
| Q1 24 | — | 1.04× |
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% |
RGR
| Firearms | $150.6M | 100% |
| Castings | $7.3M | 5% |
