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Side-by-side financial comparison of Fastly, Inc. (FSLY) and SunOpta Inc. (STKL). Click either name above to swap in a different company.
SunOpta Inc. is the larger business by last-quarter revenue ($205.4M vs $172.6M, roughly 1.2× Fastly, Inc.). SunOpta Inc. runs the higher net margin — 0.4% vs -9.0%, a 9.4% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 16.6%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $12.1M). 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.
SunOpta, Inc. is a multi-national food and mineral company headquartered in Eden Prairie, Minnesota and founded in 1973 in Canada.
FSLY vs STKL — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $205.4M |
| Net Profit | $-15.5M | $816.0K |
| Gross Margin | 61.4% | 12.4% |
| Operating Margin | -8.7% | 3.3% |
| Net Margin | -9.0% | 0.4% |
| Revenue YoY | 22.8% | 16.6% |
| Net Profit YoY | 52.9% | 113.1% |
| EPS (diluted) | $-0.10 | $0.01 |
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 | — | ||
| Q3 25 | $158.2M | $205.4M | ||
| Q2 25 | $148.7M | $191.5M | ||
| Q1 25 | $144.5M | $201.6M | ||
| Q4 24 | $140.6M | $193.9M | ||
| Q3 24 | $137.2M | $175.9M | ||
| Q2 24 | $132.4M | $169.5M | ||
| Q1 24 | $133.5M | $184.4M |
| Q4 25 | $-15.5M | — | ||
| Q3 25 | $-29.5M | $816.0K | ||
| Q2 25 | $-37.5M | $4.4M | ||
| Q1 25 | $-39.1M | $4.8M | ||
| Q4 24 | $-32.9M | $-8.7M | ||
| Q3 24 | $-38.0M | $-6.2M | ||
| Q2 24 | $-43.7M | $-5.3M | ||
| Q1 24 | $-43.4M | $2.9M |
| Q4 25 | 61.4% | — | ||
| Q3 25 | 58.4% | 12.4% | ||
| Q2 25 | 54.5% | 14.8% | ||
| Q1 25 | 53.2% | 15.0% | ||
| Q4 24 | 53.4% | 10.9% | ||
| Q3 24 | 54.5% | 13.0% | ||
| Q2 24 | 55.1% | 12.5% | ||
| Q1 24 | 54.8% | 16.8% |
| Q4 25 | -8.7% | — | ||
| Q3 25 | -18.2% | 3.3% | ||
| Q2 25 | -24.8% | 5.5% | ||
| Q1 25 | -26.4% | 5.2% | ||
| Q4 24 | -24.4% | 1.4% | ||
| Q3 24 | -29.6% | 0.5% | ||
| Q2 24 | -35.3% | 1.2% | ||
| Q1 24 | -34.6% | 5.5% |
| Q4 25 | -9.0% | — | ||
| Q3 25 | -18.6% | 0.4% | ||
| Q2 25 | -25.2% | 2.3% | ||
| Q1 25 | -27.1% | 2.4% | ||
| Q4 24 | -23.4% | -4.5% | ||
| Q3 24 | -27.7% | -3.5% | ||
| Q2 24 | -33.0% | -3.1% | ||
| Q1 24 | -32.5% | 1.6% |
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.20 | $0.01 | ||
| Q2 25 | $-0.26 | $0.03 | ||
| Q1 25 | $-0.27 | $0.04 | ||
| Q4 24 | $-0.23 | $-0.08 | ||
| Q3 24 | $-0.27 | $-0.05 | ||
| Q2 24 | $-0.32 | $-0.04 | ||
| Q1 24 | $-0.32 | $0.02 |
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 | $2.2M |
| Total DebtLower is stronger | — | $250.8M |
| Stockholders' EquityBook value | $929.6M | $162.8M |
| Total Assets | $1.5B | $694.1M |
| Debt / EquityLower = less leverage | — | 1.54× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | — | ||
| Q3 25 | $342.9M | $2.2M | ||
| Q2 25 | $321.2M | $2.2M | ||
| Q1 25 | $307.3M | $2.3M | ||
| Q4 24 | $295.9M | $1.6M | ||
| Q3 24 | $308.2M | $2.9M | ||
| Q2 24 | $311.8M | $3.2M | ||
| Q1 24 | $329.5M | $1.5M |
| Q4 25 | — | — | ||
| Q3 25 | — | $250.8M | ||
| Q2 25 | — | $263.3M | ||
| Q1 25 | — | $260.6M | ||
| Q4 24 | — | $265.2M | ||
| Q3 24 | — | $289.9M | ||
| Q2 24 | — | $303.1M | ||
| Q1 24 | — | $258.8M |
| Q4 25 | $929.6M | — | ||
| Q3 25 | $937.0M | $162.8M | ||
| Q2 25 | $942.6M | $159.8M | ||
| Q1 25 | $957.0M | $154.8M | ||
| Q4 24 | $965.3M | $148.6M | ||
| Q3 24 | $969.5M | $155.0M | ||
| Q2 24 | $981.2M | $158.8M | ||
| Q1 24 | $991.8M | $163.6M |
| Q4 25 | $1.5B | — | ||
| Q3 25 | $1.5B | $694.1M | ||
| Q2 25 | $1.5B | $704.9M | ||
| Q1 25 | $1.4B | $690.7M | ||
| Q4 24 | $1.5B | $668.5M | ||
| Q3 24 | $1.5B | $699.3M | ||
| Q2 24 | $1.5B | $704.7M | ||
| Q1 24 | $1.5B | $671.8M |
| Q4 25 | — | — | ||
| Q3 25 | — | 1.54× | ||
| Q2 25 | — | 1.65× | ||
| Q1 25 | — | 1.68× | ||
| Q4 24 | — | 1.78× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | 1.91× | ||
| Q1 24 | — | 1.58× |
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 | $16.3M |
| Free Cash FlowOCF − Capex | $12.2M | $12.1M |
| FCF MarginFCF / Revenue | 7.1% | 5.9% |
| Capex IntensityCapex / Revenue | 5.9% | 2.1% |
| Cash ConversionOCF / Net Profit | — | 20.03× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $36.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | — | ||
| Q3 25 | $28.9M | $16.3M | ||
| Q2 25 | $25.8M | $-4.5M | ||
| Q1 25 | $17.3M | $22.3M | ||
| Q4 24 | $5.2M | $33.1M | ||
| Q3 24 | $5.0M | $17.2M | ||
| Q2 24 | $-4.9M | $-5.6M | ||
| Q1 24 | $11.1M | $5.3M |
| Q4 25 | $12.2M | — | ||
| Q3 25 | $22.9M | $12.1M | ||
| Q2 25 | $15.9M | $-9.2M | ||
| Q1 25 | $14.7M | $9.5M | ||
| Q4 24 | $251.0K | $24.0M | ||
| Q3 24 | $3.0M | $11.7M | ||
| Q2 24 | $-6.7M | $-15.3M | ||
| Q1 24 | $9.5M | $-2.3M |
| Q4 25 | 7.1% | — | ||
| Q3 25 | 14.5% | 5.9% | ||
| Q2 25 | 10.7% | -4.8% | ||
| Q1 25 | 10.2% | 4.7% | ||
| Q4 24 | 0.2% | 12.4% | ||
| Q3 24 | 2.2% | 6.6% | ||
| Q2 24 | -5.1% | -9.0% | ||
| Q1 24 | 7.1% | -1.2% |
| Q4 25 | 5.9% | — | ||
| Q3 25 | 3.8% | 2.1% | ||
| Q2 25 | 6.6% | 2.5% | ||
| Q1 25 | 1.8% | 6.3% | ||
| Q4 24 | 3.5% | 4.7% | ||
| Q3 24 | 1.5% | 3.2% | ||
| Q2 24 | 1.3% | 5.7% | ||
| Q1 24 | 1.2% | 4.1% |
| Q4 25 | — | — | ||
| Q3 25 | — | 20.03× | ||
| Q2 25 | — | -1.03× | ||
| Q1 25 | — | 4.63× | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | 1.83× |
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% |
STKL
| Beverages And Broths | $161.4M | 79% |
| Fruit Snacks | $40.9M | 20% |
| Ingredients | $3.1M | 2% |
