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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Service Properties Trust (SVC). Click either name above to swap in a different company.
Service Properties Trust is the larger business by last-quarter revenue ($296.5M vs $172.6M, roughly 1.7× Fastly, Inc.). Service Properties Trust runs the higher net margin — -0.3% vs -9.0%, a 8.7% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs -17.0%). Fastly, Inc. produced more free cash flow last quarter ($12.2M vs $-95.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs -6.1%).
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.
Medical Properties Trust, Inc. (MPT) is an international real estate investment trust (REIT) based in Birmingham, Alabama that purchases and invests in healthcare facilities and for-profit healthcare holding companies, primarily in the United States and Europe. Their property acquisitions often come in the form of sale-leaseback agreements, in which the original property owner sells the property to MPT and becomes their tenant. MPT's tenants are generally subject to long-term triple net lease...
FSLY vs SVC — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | ||
|---|---|---|
| Revenue | $172.6M | $296.5M |
| Net Profit | $-15.5M | $-782.0K |
| Gross Margin | 61.4% | — |
| Operating Margin | -8.7% | -3.9% |
| Net Margin | -9.0% | -0.3% |
| Revenue YoY | 22.8% | -17.0% |
| Net Profit YoY | 52.9% | 99.0% |
| 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 | $296.5M | ||
| Q3 25 | $158.2M | $377.6M | ||
| Q2 25 | $148.7M | $404.4M | ||
| Q1 25 | $144.5M | $335.0M | ||
| Q4 24 | $140.6M | $357.0M | ||
| Q3 24 | $137.2M | $390.9M | ||
| Q2 24 | $132.4M | $412.5M | ||
| Q1 24 | $133.5M | $336.2M |
| Q4 25 | $-15.5M | $-782.0K | ||
| Q3 25 | $-29.5M | $-46.9M | ||
| Q2 25 | $-37.5M | $-38.2M | ||
| Q1 25 | $-39.1M | $-116.4M | ||
| Q4 24 | $-32.9M | $-76.4M | ||
| Q3 24 | $-38.0M | $-46.9M | ||
| Q2 24 | $-43.7M | $-73.8M | ||
| Q1 24 | $-43.4M | $-78.4M |
| Q4 25 | 61.4% | — | ||
| Q3 25 | 58.4% | — | ||
| Q2 25 | 54.5% | — | ||
| Q1 25 | 53.2% | — | ||
| Q4 24 | 53.4% | — | ||
| Q3 24 | 54.5% | — | ||
| Q2 24 | 55.1% | — | ||
| Q1 24 | 54.8% | — |
| Q4 25 | -8.7% | -3.9% | ||
| Q3 25 | -18.2% | -12.8% | ||
| Q2 25 | -24.8% | -9.2% | ||
| Q1 25 | -26.4% | -33.3% | ||
| Q4 24 | -24.4% | -19.4% | ||
| Q3 24 | -29.6% | -12.8% | ||
| Q2 24 | -35.3% | -17.1% | ||
| Q1 24 | -34.6% | -21.4% |
| Q4 25 | -9.0% | -0.3% | ||
| Q3 25 | -18.6% | -12.4% | ||
| Q2 25 | -25.2% | -9.4% | ||
| Q1 25 | -27.1% | -34.8% | ||
| Q4 24 | -23.4% | -21.4% | ||
| Q3 24 | -27.7% | -12.0% | ||
| Q2 24 | -33.0% | -17.9% | ||
| Q1 24 | -32.5% | -23.3% |
| Q4 25 | $-0.10 | $-0.01 | ||
| Q3 25 | $-0.20 | $-0.28 | ||
| Q2 25 | $-0.26 | $-0.23 | ||
| Q1 25 | $-0.27 | $-0.70 | ||
| Q4 24 | $-0.23 | $-0.46 | ||
| Q3 24 | $-0.27 | $-0.28 | ||
| Q2 24 | $-0.32 | $-0.45 | ||
| Q1 24 | $-0.32 | $-0.48 |
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 | $346.8M |
| Total DebtLower is stronger | — | $5.5B |
| Stockholders' EquityBook value | $929.6M | $646.1M |
| Total Assets | $1.5B | $6.5B |
| Debt / EquityLower = less leverage | — | 8.52× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $346.8M | ||
| Q3 25 | $342.9M | $417.4M | ||
| Q2 25 | $321.2M | $63.2M | ||
| Q1 25 | $307.3M | $80.1M | ||
| Q4 24 | $295.9M | $143.5M | ||
| Q3 24 | $308.2M | $48.6M | ||
| Q2 24 | $311.8M | $14.6M | ||
| Q1 24 | $329.5M | $71.3M |
| Q4 25 | — | $5.5B | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $5.8B | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $929.6M | $646.1M | ||
| Q3 25 | $937.0M | $647.9M | ||
| Q2 25 | $942.6M | $695.9M | ||
| Q1 25 | $957.0M | $734.6M | ||
| Q4 24 | $965.3M | $851.9M | ||
| Q3 24 | $969.5M | $929.0M | ||
| Q2 24 | $981.2M | $1.0B | ||
| Q1 24 | $991.8M | $1.1B |
| Q4 25 | $1.5B | $6.5B | ||
| Q3 25 | $1.5B | $7.0B | ||
| Q2 25 | $1.5B | $6.9B | ||
| Q1 25 | $1.4B | $7.0B | ||
| Q4 24 | $1.5B | $7.1B | ||
| Q3 24 | $1.5B | $7.1B | ||
| Q2 24 | $1.5B | $7.1B | ||
| Q1 24 | $1.5B | $7.2B |
| Q4 25 | — | 8.52× | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 6.85× | ||
| 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 | $-18.5M |
| Free Cash FlowOCF − Capex | $12.2M | $-95.2M |
| FCF MarginFCF / Revenue | 7.1% | -32.1% |
| Capex IntensityCapex / Revenue | 5.9% | 25.9% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $-107.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $-18.5M | ||
| Q3 25 | $28.9M | $98.1M | ||
| Q2 25 | $25.8M | $-7.0K | ||
| Q1 25 | $17.3M | $38.2M | ||
| Q4 24 | $5.2M | $-9.7M | ||
| Q3 24 | $5.0M | $106.2M | ||
| Q2 24 | $-4.9M | $43.8M | ||
| Q1 24 | $11.1M | $-926.0K |
| Q4 25 | $12.2M | $-95.2M | ||
| Q3 25 | $22.9M | $57.9M | ||
| Q2 25 | $15.9M | $-46.6M | ||
| Q1 25 | $14.7M | $-23.2M | ||
| Q4 24 | $251.0K | $-88.9M | ||
| Q3 24 | $3.0M | $24.1M | ||
| Q2 24 | $-6.7M | $-22.3M | ||
| Q1 24 | $9.5M | $-77.2M |
| Q4 25 | 7.1% | -32.1% | ||
| Q3 25 | 14.5% | 15.3% | ||
| Q2 25 | 10.7% | -11.5% | ||
| Q1 25 | 10.2% | -6.9% | ||
| Q4 24 | 0.2% | -24.9% | ||
| Q3 24 | 2.2% | 6.2% | ||
| Q2 24 | -5.1% | -5.4% | ||
| Q1 24 | 7.1% | -23.0% |
| Q4 25 | 5.9% | 25.9% | ||
| Q3 25 | 3.8% | 10.6% | ||
| Q2 25 | 6.6% | 11.5% | ||
| Q1 25 | 1.8% | 18.3% | ||
| Q4 24 | 3.5% | 22.2% | ||
| Q3 24 | 1.5% | 21.0% | ||
| Q2 24 | 1.3% | 16.0% | ||
| Q1 24 | 1.2% | 22.7% |
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% |
SVC
Segment breakdown not available.