vs
Side-by-side financial comparison of Fastly, Inc. (FSLY) and TEXAS CAPITAL BANCSHARES INC (TCBI). Click either name above to swap in a different company.
TEXAS CAPITAL BANCSHARES INC is the larger business by last-quarter revenue ($324.0M vs $173.0M, roughly 1.9× Fastly, Inc.). TEXAS CAPITAL BANCSHARES INC runs the higher net margin — 22.8% vs -11.9%, a 34.6% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 15.5%). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 10.2%).
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.
Texas Capital Bank is a bank headquartered in Dallas, Texas. The bank has branches located in every major city in Texas. Its parent bank holding company is Texas Capital Bancshares. It also operates an online-only banking division, Bask Bank.
FSLY vs TCBI — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $324.0M |
| Net Profit | $-20.5M | $73.8M |
| Gross Margin | 62.5% | — |
| Operating Margin | 23.7% | — |
| Net Margin | -11.9% | 22.8% |
| Revenue YoY | 19.8% | 15.5% |
| Net Profit YoY | 47.6% | 56.8% |
| EPS (diluted) | $-0.13 | $1.56 |
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.
| Q1 26 | $173.0M | $324.0M | ||
| Q4 25 | $172.6M | $327.5M | ||
| Q3 25 | $158.2M | $340.4M | ||
| Q2 25 | $148.7M | $307.5M | ||
| Q1 25 | $144.5M | $280.5M | ||
| Q4 24 | $140.6M | $229.6M | ||
| Q3 24 | $137.2M | $125.3M | ||
| Q2 24 | $132.4M | $267.0M |
| Q1 26 | $-20.5M | $73.8M | ||
| Q4 25 | $-15.5M | $100.7M | ||
| Q3 25 | $-29.5M | $105.2M | ||
| Q2 25 | $-37.5M | $77.3M | ||
| Q1 25 | $-39.1M | $47.0M | ||
| Q4 24 | $-32.9M | $71.0M | ||
| Q3 24 | $-38.0M | $-61.3M | ||
| Q2 24 | $-43.7M | $41.7M |
| Q1 26 | 62.5% | — | ||
| 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 26 | 23.7% | — | ||
| Q4 25 | -8.7% | 40.4% | ||
| Q3 25 | -18.2% | 40.5% | ||
| Q2 25 | -24.8% | 33.2% | ||
| Q1 25 | -26.4% | 21.6% | ||
| Q4 24 | -24.4% | 40.7% | ||
| Q3 24 | -29.6% | -63.8% | ||
| Q2 24 | -35.3% | 21.9% |
| Q1 26 | -11.9% | 22.8% | ||
| Q4 25 | -9.0% | 30.7% | ||
| Q3 25 | -18.6% | 30.9% | ||
| Q2 25 | -25.2% | 25.2% | ||
| Q1 25 | -27.1% | 16.8% | ||
| Q4 24 | -23.4% | 30.9% | ||
| Q3 24 | -27.7% | -48.9% | ||
| Q2 24 | -33.0% | 15.6% |
| Q1 26 | $-0.13 | $1.56 | ||
| Q4 25 | $-0.10 | $2.11 | ||
| Q3 25 | $-0.20 | $2.18 | ||
| Q2 25 | $-0.26 | $1.58 | ||
| Q1 25 | $-0.27 | $0.92 | ||
| Q4 24 | $-0.23 | $1.43 | ||
| Q3 24 | $-0.27 | $-1.41 | ||
| Q2 24 | $-0.32 | $0.80 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $146.7M | — |
| Total DebtLower is stronger | — | $878.3M |
| Stockholders' EquityBook value | $977.1M | $3.6B |
| Total Assets | $1.5B | $33.5B |
| Debt / EquityLower = less leverage | — | 0.24× |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | — | ||
| Q3 25 | $342.9M | — | ||
| Q2 25 | $321.2M | — | ||
| Q1 25 | $307.3M | — | ||
| Q4 24 | $295.9M | — | ||
| Q3 24 | $308.2M | — | ||
| Q2 24 | $311.8M | — |
| Q1 26 | — | $878.3M | ||
| Q4 25 | — | $620.6M | ||
| Q3 25 | — | $620.4M | ||
| Q2 25 | — | $620.3M | ||
| Q1 25 | — | $660.5M | ||
| Q4 24 | — | $660.3M | ||
| Q3 24 | — | $660.2M | ||
| Q2 24 | — | $660.0M |
| Q1 26 | $977.1M | $3.6B | ||
| Q4 25 | $929.6M | $3.6B | ||
| Q3 25 | $937.0M | $3.6B | ||
| Q2 25 | $942.6M | $3.5B | ||
| Q1 25 | $957.0M | $3.4B | ||
| Q4 24 | $965.3M | $3.4B | ||
| Q3 24 | $969.5M | $3.4B | ||
| Q2 24 | $981.2M | $3.2B |
| Q1 26 | $1.5B | $33.5B | ||
| Q4 25 | $1.5B | $31.5B | ||
| Q3 25 | $1.5B | $32.5B | ||
| Q2 25 | $1.5B | $31.9B | ||
| Q1 25 | $1.4B | $31.4B | ||
| Q4 24 | $1.5B | $30.7B | ||
| Q3 24 | $1.5B | $31.6B | ||
| Q2 24 | $1.5B | $29.9B |
| Q1 26 | — | 0.24× | ||
| Q4 25 | — | 0.17× | ||
| Q3 25 | — | 0.17× | ||
| Q2 25 | — | 0.18× | ||
| Q1 25 | — | 0.19× | ||
| Q4 24 | — | 0.20× | ||
| Q3 24 | — | 0.20× | ||
| Q2 24 | — | 0.21× |
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 | $28.9M | — |
| Free Cash FlowOCF − Capex | $4.1M | — |
| FCF MarginFCF / Revenue | 2.4% | — |
| Capex IntensityCapex / Revenue | 14.3% | — |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $55.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | $360.2M | ||
| Q3 25 | $28.9M | $166.3M | ||
| Q2 25 | $25.8M | $63.0M | ||
| Q1 25 | $17.3M | $368.0K | ||
| Q4 24 | $5.2M | $480.1M | ||
| Q3 24 | $5.0M | $332.8M | ||
| Q2 24 | $-4.9M | $33.3M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $347.6M | ||
| Q3 25 | $22.9M | $161.3M | ||
| Q2 25 | $15.9M | $57.5M | ||
| Q1 25 | $14.7M | $-2.0M | ||
| Q4 24 | $251.0K | $415.2M | ||
| Q3 24 | $3.0M | $317.6M | ||
| Q2 24 | $-6.7M | $11.1M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | 106.1% | ||
| Q3 25 | 14.5% | 47.4% | ||
| Q2 25 | 10.7% | 18.7% | ||
| Q1 25 | 10.2% | -0.7% | ||
| Q4 24 | 0.2% | 180.9% | ||
| Q3 24 | 2.2% | 253.4% | ||
| Q2 24 | -5.1% | 4.1% |
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 3.8% | ||
| Q3 25 | 3.8% | 1.5% | ||
| Q2 25 | 6.6% | 1.8% | ||
| Q1 25 | 1.8% | 0.9% | ||
| Q4 24 | 3.5% | 28.2% | ||
| Q3 24 | 1.5% | 12.1% | ||
| Q2 24 | 1.3% | 8.3% |
| Q1 26 | — | — | ||
| Q4 25 | — | 3.58× | ||
| Q3 25 | — | 1.58× | ||
| Q2 25 | — | 0.81× | ||
| Q1 25 | — | 0.01× | ||
| Q4 24 | — | 6.76× | ||
| Q3 24 | — | — | ||
| Q2 24 | — | 0.80× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
TCBI
Segment breakdown not available.
