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Side-by-side financial comparison of Fastly, Inc. (FSLY) and STONERIDGE INC (SRI). Click either name above to swap in a different company.
STONERIDGE INC is the larger business by last-quarter revenue ($205.2M vs $172.6M, roughly 1.2× Fastly, Inc.). On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -6.0%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $2.6M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -7.4%).
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.
Stoneridge Inc is a global designer and manufacturer of advanced electrical and electronic components, integrated systems, and sensor solutions. It serves automotive, commercial vehicle, off-highway, and aerospace sectors, delivering products that boost vehicle safety, efficiency, connectivity, and environmental performance across key global markets.
FSLY vs SRI — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $205.2M |
| Net Profit | $-15.5M | — |
| Gross Margin | 61.4% | 16.2% |
| Operating Margin | -8.7% | -14.4% |
| Net Margin | -9.0% | — |
| Revenue YoY | 22.8% | -6.0% |
| Net Profit YoY | 52.9% | — |
| EPS (diluted) | $-0.10 | $-2.76 |
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 | $205.2M | ||
| Q3 25 | $158.2M | $210.3M | ||
| Q2 25 | $148.7M | $228.0M | ||
| Q1 25 | $144.5M | $217.9M | ||
| Q4 24 | $140.6M | $218.2M | ||
| Q3 24 | $137.2M | $213.8M | ||
| Q2 24 | $132.4M | $237.1M | ||
| Q1 24 | $133.5M | $239.2M |
| Q4 25 | $-15.5M | — | ||
| Q3 25 | $-29.5M | $-9.4M | ||
| Q2 25 | $-37.5M | $-9.4M | ||
| Q1 25 | $-39.1M | $-7.2M | ||
| Q4 24 | $-32.9M | — | ||
| Q3 24 | $-38.0M | $-7.1M | ||
| Q2 24 | $-43.7M | $2.8M | ||
| Q1 24 | $-43.4M | $-6.1M |
| Q4 25 | 61.4% | 16.2% | ||
| Q3 25 | 58.4% | 20.3% | ||
| Q2 25 | 54.5% | 21.5% | ||
| Q1 25 | 53.2% | 21.2% | ||
| Q4 24 | 53.4% | 19.5% | ||
| Q3 24 | 54.5% | 20.8% | ||
| Q2 24 | 55.1% | 22.7% | ||
| Q1 24 | 54.8% | 20.2% |
| Q4 25 | -8.7% | -14.4% | ||
| Q3 25 | -18.2% | -1.6% | ||
| Q2 25 | -24.8% | -1.1% | ||
| Q1 25 | -26.4% | -1.5% | ||
| Q4 24 | -24.4% | -2.0% | ||
| Q3 24 | -29.6% | 0.1% | ||
| Q2 24 | -35.3% | 1.4% | ||
| Q1 24 | -34.6% | 0.1% |
| Q4 25 | -9.0% | — | ||
| Q3 25 | -18.6% | -4.5% | ||
| Q2 25 | -25.2% | -4.1% | ||
| Q1 25 | -27.1% | -3.3% | ||
| Q4 24 | -23.4% | — | ||
| Q3 24 | -27.7% | -3.3% | ||
| Q2 24 | -33.0% | 1.2% | ||
| Q1 24 | -32.5% | -2.6% |
| Q4 25 | $-0.10 | $-2.76 | ||
| Q3 25 | $-0.20 | $-0.34 | ||
| Q2 25 | $-0.26 | $-0.34 | ||
| Q1 25 | $-0.27 | $-0.26 | ||
| Q4 24 | $-0.23 | $-0.22 | ||
| Q3 24 | $-0.27 | $-0.26 | ||
| Q2 24 | $-0.32 | $0.10 | ||
| Q1 24 | $-0.32 | $-0.22 |
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 | $66.3M |
| Total DebtLower is stronger | — | $180.9M |
| Stockholders' EquityBook value | $929.6M | $179.8M |
| Total Assets | $1.5B | $551.2M |
| Debt / EquityLower = less leverage | — | 1.01× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $66.3M | ||
| Q3 25 | $342.9M | $54.0M | ||
| Q2 25 | $321.2M | $49.8M | ||
| Q1 25 | $307.3M | $79.1M | ||
| Q4 24 | $295.9M | $71.8M | ||
| Q3 24 | $308.2M | $54.1M | ||
| Q2 24 | $311.8M | $42.1M | ||
| Q1 24 | $329.5M | $48.4M |
| Q4 25 | — | $180.9M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $201.6M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $929.6M | $179.8M | ||
| Q3 25 | $937.0M | $251.2M | ||
| Q2 25 | $942.6M | $260.5M | ||
| Q1 25 | $957.0M | $253.1M | ||
| Q4 24 | $965.3M | $245.3M | ||
| Q3 24 | $969.5M | $271.4M | ||
| Q2 24 | $981.2M | $270.5M | ||
| Q1 24 | $991.8M | $277.3M |
| Q4 25 | $1.5B | $551.2M | ||
| Q3 25 | $1.5B | $632.1M | ||
| Q2 25 | $1.5B | $639.4M | ||
| Q1 25 | $1.4B | $657.4M | ||
| Q4 24 | $1.5B | $621.6M | ||
| Q3 24 | $1.5B | $662.5M | ||
| Q2 24 | $1.5B | $666.7M | ||
| Q1 24 | $1.5B | $675.4M |
| Q4 25 | — | 1.01× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 0.82× | ||
| 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 | $8.8M |
| Free Cash FlowOCF − Capex | $12.2M | $2.6M |
| FCF MarginFCF / Revenue | 7.1% | 1.3% |
| Capex IntensityCapex / Revenue | 5.9% | 3.0% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $12.2M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $8.8M | ||
| Q3 25 | $28.9M | $3.6M | ||
| Q2 25 | $25.8M | $10.7M | ||
| Q1 25 | $17.3M | $10.9M | ||
| Q4 24 | $5.2M | $19.2M | ||
| Q3 24 | $5.0M | $10.8M | ||
| Q2 24 | $-4.9M | $8.7M | ||
| Q1 24 | $11.1M | $9.1M |
| Q4 25 | $12.2M | $2.6M | ||
| Q3 25 | $22.9M | $-2.7M | ||
| Q2 25 | $15.9M | $7.4M | ||
| Q1 25 | $14.7M | $4.8M | ||
| Q4 24 | $251.0K | $14.0M | ||
| Q3 24 | $3.0M | $4.6M | ||
| Q2 24 | $-6.7M | $1.5M | ||
| Q1 24 | $9.5M | $3.3M |
| Q4 25 | 7.1% | 1.3% | ||
| Q3 25 | 14.5% | -1.3% | ||
| Q2 25 | 10.7% | 3.3% | ||
| Q1 25 | 10.2% | 2.2% | ||
| Q4 24 | 0.2% | 6.4% | ||
| Q3 24 | 2.2% | 2.2% | ||
| Q2 24 | -5.1% | 0.6% | ||
| Q1 24 | 7.1% | 1.4% |
| Q4 25 | 5.9% | 3.0% | ||
| Q3 25 | 3.8% | 3.0% | ||
| Q2 25 | 6.6% | 1.4% | ||
| Q1 25 | 1.8% | 2.8% | ||
| Q4 24 | 3.5% | 2.4% | ||
| Q3 24 | 1.5% | 2.9% | ||
| Q2 24 | 1.3% | 3.0% | ||
| Q1 24 | 1.2% | 2.4% |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 3.11× | ||
| 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% |
SRI
| Control Devices | $51.7M | 25% |
| Electronics | $38.0M | 19% |
| EE | $34.2M | 17% |
| SE | $28.6M | 14% |
| NL | $24.5M | 12% |
| Stoneridge Brazil | $14.1M | 7% |
| Asia Pacific | $13.1M | 6% |
