vs

Side-by-side financial comparison of Fastly, Inc. (FSLY) and SHOE CARNIVAL INC (SCVL). Click either name above to swap in a different company.

SHOE CARNIVAL INC is the larger business by last-quarter revenue ($297.2M vs $172.6M, roughly 1.7× Fastly, Inc.). SHOE CARNIVAL INC runs the higher net margin — 4.9% vs -9.0%, a 13.9% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -3.2%). SHOE CARNIVAL INC produced more free cash flow last quarter ($19.7M vs $12.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 3.0%).

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.

Shoe Carnival Inc. is an American retailer of family footwear. The company operates 429 stores throughout the midwest, south, and southeast regions, and Puerto Rico. It was founded by David Russell in 1978 and is headquartered in Fort Mill, South Carolina as of 2025.

FSLY vs SCVL — Head-to-Head

Bigger by revenue
SCVL
SCVL
1.7× larger
SCVL
$297.2M
$172.6M
FSLY
Growing faster (revenue YoY)
FSLY
FSLY
+26.0% gap
FSLY
22.8%
-3.2%
SCVL
Higher net margin
SCVL
SCVL
13.9% more per $
SCVL
4.9%
-9.0%
FSLY
More free cash flow
SCVL
SCVL
$7.5M more FCF
SCVL
$19.7M
$12.2M
FSLY
Faster 2-yr revenue CAGR
FSLY
FSLY
Annualised
FSLY
13.7%
3.0%
SCVL

Income Statement — Q4 FY2025 vs Q3 FY2026

Metric
FSLY
FSLY
SCVL
SCVL
Revenue
$172.6M
$297.2M
Net Profit
$-15.5M
$14.6M
Gross Margin
61.4%
37.6%
Operating Margin
-8.7%
6.3%
Net Margin
-9.0%
4.9%
Revenue YoY
22.8%
-3.2%
Net Profit YoY
52.9%
-23.9%
EPS (diluted)
$-0.10
$0.53

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.

Revenue
FSLY
FSLY
SCVL
SCVL
Q4 25
$172.6M
$297.2M
Q3 25
$158.2M
$306.4M
Q2 25
$148.7M
$277.7M
Q1 25
$144.5M
$262.9M
Q4 24
$140.6M
$306.9M
Q3 24
$137.2M
$332.7M
Q2 24
$132.4M
$300.4M
Q1 24
$133.5M
$280.2M
Net Profit
FSLY
FSLY
SCVL
SCVL
Q4 25
$-15.5M
$14.6M
Q3 25
$-29.5M
$19.2M
Q2 25
$-37.5M
$9.3M
Q1 25
$-39.1M
$14.7M
Q4 24
$-32.9M
$19.2M
Q3 24
$-38.0M
$22.6M
Q2 24
$-43.7M
$17.3M
Q1 24
$-43.4M
$15.5M
Gross Margin
FSLY
FSLY
SCVL
SCVL
Q4 25
61.4%
37.6%
Q3 25
58.4%
38.8%
Q2 25
54.5%
34.5%
Q1 25
53.2%
34.9%
Q4 24
53.4%
36.0%
Q3 24
54.5%
36.1%
Q2 24
55.1%
35.6%
Q1 24
54.8%
35.6%
Operating Margin
FSLY
FSLY
SCVL
SCVL
Q4 25
-8.7%
6.3%
Q3 25
-18.2%
8.2%
Q2 25
-24.8%
4.3%
Q1 25
-26.4%
5.3%
Q4 24
-24.4%
8.0%
Q3 24
-29.6%
9.0%
Q2 24
-35.3%
7.5%
Q1 24
-34.6%
7.1%
Net Margin
FSLY
FSLY
SCVL
SCVL
Q4 25
-9.0%
4.9%
Q3 25
-18.6%
6.3%
Q2 25
-25.2%
3.4%
Q1 25
-27.1%
5.6%
Q4 24
-23.4%
6.3%
Q3 24
-27.7%
6.8%
Q2 24
-33.0%
5.8%
Q1 24
-32.5%
5.5%
EPS (diluted)
FSLY
FSLY
SCVL
SCVL
Q4 25
$-0.10
$0.53
Q3 25
$-0.20
$0.70
Q2 25
$-0.26
$0.34
Q1 25
$-0.27
$0.53
Q4 24
$-0.23
$0.70
Q3 24
$-0.27
$0.82
Q2 24
$-0.32
$0.63
Q1 24
$-0.32
$0.57

Balance Sheet & Financial Strength

Snapshot of each company's liquidity, leverage and book value from the latest quarter.

Metric
FSLY
FSLY
SCVL
SCVL
Cash + ST InvestmentsLiquidity on hand
$361.8M
$107.7M
Total DebtLower is stronger
Stockholders' EquityBook value
$929.6M
$683.2M
Total Assets
$1.5B
$1.2B
Debt / EquityLower = less leverage

8-quarter trend — quarters aligned by calendar period.

Cash + ST Investments
FSLY
FSLY
SCVL
SCVL
Q4 25
$361.8M
$107.7M
Q3 25
$342.9M
$91.9M
Q2 25
$321.2M
$93.0M
Q1 25
$307.3M
$123.1M
Q4 24
$295.9M
$91.1M
Q3 24
$308.2M
$84.5M
Q2 24
$311.8M
$69.5M
Q1 24
$329.5M
$111.2M
Stockholders' Equity
FSLY
FSLY
SCVL
SCVL
Q4 25
$929.6M
$683.2M
Q3 25
$937.0M
$670.7M
Q2 25
$942.6M
$653.6M
Q1 25
$957.0M
$649.0M
Q4 24
$965.3M
$635.7M
Q3 24
$969.5M
$618.5M
Q2 24
$981.2M
$597.8M
Q1 24
$991.8M
$583.4M
Total Assets
FSLY
FSLY
SCVL
SCVL
Q4 25
$1.5B
$1.2B
Q3 25
$1.5B
$1.2B
Q2 25
$1.5B
$1.1B
Q1 25
$1.4B
$1.1B
Q4 24
$1.5B
$1.1B
Q3 24
$1.5B
$1.1B
Q2 24
$1.5B
$1.1B
Q1 24
$1.5B
$1.0B

Cash Flow & Capital Efficiency

How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.

Metric
FSLY
FSLY
SCVL
SCVL
Operating Cash FlowLast quarter
$22.4M
$33.6M
Free Cash FlowOCF − Capex
$12.2M
$19.7M
FCF MarginFCF / Revenue
7.1%
6.6%
Capex IntensityCapex / Revenue
5.9%
4.7%
Cash ConversionOCF / Net Profit
2.30×
TTM Free Cash FlowTrailing 4 quarters
$65.8M
$35.1M

8-quarter trend — quarters aligned by calendar period.

Operating Cash Flow
FSLY
FSLY
SCVL
SCVL
Q4 25
$22.4M
$33.6M
Q3 25
$28.9M
$13.3M
Q2 25
$25.8M
$-9.6M
Q1 25
$17.3M
$44.5M
Q4 24
$5.2M
$17.3M
Q3 24
$5.0M
$23.7M
Q2 24
$-4.9M
$17.1M
Q1 24
$11.1M
$53.4M
Free Cash Flow
FSLY
FSLY
SCVL
SCVL
Q4 25
$12.2M
$19.7M
Q3 25
$22.9M
$2.2M
Q2 25
$15.9M
$-23.0M
Q1 25
$14.7M
$36.2M
Q4 24
$251.0K
$8.3M
Q3 24
$3.0M
$18.2M
Q2 24
$-6.7M
$6.9M
Q1 24
$9.5M
$40.7M
FCF Margin
FSLY
FSLY
SCVL
SCVL
Q4 25
7.1%
6.6%
Q3 25
14.5%
0.7%
Q2 25
10.7%
-8.3%
Q1 25
10.2%
13.8%
Q4 24
0.2%
2.7%
Q3 24
2.2%
5.5%
Q2 24
-5.1%
2.3%
Q1 24
7.1%
14.5%
Capex Intensity
FSLY
FSLY
SCVL
SCVL
Q4 25
5.9%
4.7%
Q3 25
3.8%
3.6%
Q2 25
6.6%
4.8%
Q1 25
1.8%
3.2%
Q4 24
3.5%
3.0%
Q3 24
1.5%
1.7%
Q2 24
1.3%
3.4%
Q1 24
1.2%
4.5%
Cash Conversion
FSLY
FSLY
SCVL
SCVL
Q4 25
2.30×
Q3 25
0.69×
Q2 25
-1.03×
Q1 25
3.04×
Q4 24
0.90×
Q3 24
1.05×
Q2 24
0.99×
Q1 24
3.44×

Financial Flow Comparison

Revenue → gross profit → operating profit → net profit for each company.

Revenue Breakdown by Segment

FSLY
FSLY

Network Services$130.8M76%
Security$35.4M21%
Other$6.4M4%

SCVL
SCVL

Segment breakdown not available.

Related Comparisons