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Side-by-side financial comparison of Fastly, Inc. (FSLY) and TOMPKINS FINANCIAL CORP (TMP). Click either name above to swap in a different company.
TOMPKINS FINANCIAL CORP is the larger business by last-quarter revenue ($194.8M vs $172.6M, roughly 1.1× Fastly, Inc.). TOMPKINS FINANCIAL CORP runs the higher net margin — 49.4% vs -9.0%, a 58.4% gap on every dollar of revenue. On growth, TOMPKINS FINANCIAL CORP posted the faster year-over-year revenue change (152.7% vs 22.8%). TOMPKINS FINANCIAL CORP produced more free cash flow last quarter ($31.9M vs $12.2M). Over the past eight quarters, TOMPKINS FINANCIAL CORP's revenue compounded faster (63.6% CAGR vs 13.7%).
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.
Tompkins Financial Corporation is a small, diversified financial services company based in Ithaca, New York. It is the parent of the Tompkins Trust Company, as well as several other banks, an insurance agency, and a wealth management division.
FSLY vs TMP — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $194.8M |
| Net Profit | $-15.5M | $96.2M |
| Gross Margin | 61.4% | — |
| Operating Margin | -8.7% | 71.7% |
| Net Margin | -9.0% | 49.4% |
| Revenue YoY | 22.8% | 152.7% |
| Net Profit YoY | 52.9% | 388.9% |
| EPS (diluted) | $-0.10 | $6.72 |
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 | $194.8M | ||
| Q3 25 | $158.2M | $87.4M | ||
| Q2 25 | $148.7M | $82.6M | ||
| Q1 25 | $144.5M | $81.7M | ||
| Q4 24 | $140.6M | $77.1M | ||
| Q3 24 | $137.2M | $76.6M | ||
| Q2 24 | $132.4M | $72.7M | ||
| Q1 24 | $133.5M | $72.8M |
| Q4 25 | $-15.5M | $96.2M | ||
| Q3 25 | $-29.5M | $23.7M | ||
| Q2 25 | $-37.5M | $21.5M | ||
| Q1 25 | $-39.1M | $19.7M | ||
| Q4 24 | $-32.9M | $19.7M | ||
| Q3 24 | $-38.0M | $18.6M | ||
| Q2 24 | $-43.7M | $15.7M | ||
| Q1 24 | $-43.4M | $16.9M |
| 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% | 71.7% | ||
| Q3 25 | -18.2% | 35.6% | ||
| Q2 25 | -24.8% | 34.2% | ||
| Q1 25 | -26.4% | 31.6% | ||
| Q4 24 | -24.4% | 33.4% | ||
| Q3 24 | -29.6% | 32.0% | ||
| Q2 24 | -35.3% | 28.3% | ||
| Q1 24 | -34.6% | 30.4% |
| Q4 25 | -9.0% | 49.4% | ||
| Q3 25 | -18.6% | 27.1% | ||
| Q2 25 | -25.2% | 26.0% | ||
| Q1 25 | -27.1% | 24.1% | ||
| Q4 24 | -23.4% | 25.5% | ||
| Q3 24 | -27.7% | 24.3% | ||
| Q2 24 | -33.0% | 21.6% | ||
| Q1 24 | -32.5% | 23.2% |
| Q4 25 | $-0.10 | $6.72 | ||
| Q3 25 | $-0.20 | $1.65 | ||
| Q2 25 | $-0.26 | $1.50 | ||
| Q1 25 | $-0.27 | $1.37 | ||
| Q4 24 | $-0.23 | $1.39 | ||
| Q3 24 | $-0.27 | $1.30 | ||
| Q2 24 | $-0.32 | $1.10 | ||
| Q1 24 | $-0.32 | $1.18 |
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 | $132.8M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $938.4M |
| Total Assets | $1.5B | $8.7B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $132.8M | ||
| Q3 25 | $342.9M | $193.5M | ||
| Q2 25 | $321.2M | $212.6M | ||
| Q1 25 | $307.3M | $193.1M | ||
| Q4 24 | $295.9M | $134.4M | ||
| Q3 24 | $308.2M | $132.3M | ||
| Q2 24 | $311.8M | $70.9M | ||
| Q1 24 | $329.5M | $57.1M |
| Q4 25 | $929.6M | $938.4M | ||
| Q3 25 | $937.0M | $788.8M | ||
| Q2 25 | $942.6M | $761.8M | ||
| Q1 25 | $957.0M | $741.4M | ||
| Q4 24 | $965.3M | $713.4M | ||
| Q3 24 | $969.5M | $719.9M | ||
| Q2 24 | $981.2M | $674.6M | ||
| Q1 24 | $991.8M | $667.9M |
| Q4 25 | $1.5B | $8.7B | ||
| Q3 25 | $1.5B | $8.5B | ||
| Q2 25 | $1.5B | $8.4B | ||
| Q1 25 | $1.4B | $8.2B | ||
| Q4 24 | $1.5B | $8.1B | ||
| Q3 24 | $1.5B | $8.0B | ||
| Q2 24 | $1.5B | $7.9B | ||
| Q1 24 | $1.5B | $7.8B |
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 | $38.9M |
| Free Cash FlowOCF − Capex | $12.2M | $31.9M |
| FCF MarginFCF / Revenue | 7.1% | 16.4% |
| Capex IntensityCapex / Revenue | 5.9% | 3.6% |
| Cash ConversionOCF / Net Profit | — | 0.40× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $105.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $38.9M | ||
| Q3 25 | $28.9M | $34.9M | ||
| Q2 25 | $25.8M | $18.9M | ||
| Q1 25 | $17.3M | $22.2M | ||
| Q4 24 | $5.2M | $95.0M | ||
| Q3 24 | $5.0M | $21.2M | ||
| Q2 24 | $-4.9M | $27.3M | ||
| Q1 24 | $11.1M | $23.2M |
| Q4 25 | $12.2M | $31.9M | ||
| Q3 25 | $22.9M | $33.9M | ||
| Q2 25 | $15.9M | $18.3M | ||
| Q1 25 | $14.7M | $20.9M | ||
| Q4 24 | $251.0K | $88.8M | ||
| Q3 24 | $3.0M | $18.9M | ||
| Q2 24 | $-6.7M | $26.3M | ||
| Q1 24 | $9.5M | $21.9M |
| Q4 25 | 7.1% | 16.4% | ||
| Q3 25 | 14.5% | 38.8% | ||
| Q2 25 | 10.7% | 22.1% | ||
| Q1 25 | 10.2% | 25.5% | ||
| Q4 24 | 0.2% | 115.1% | ||
| Q3 24 | 2.2% | 24.7% | ||
| Q2 24 | -5.1% | 36.2% | ||
| Q1 24 | 7.1% | 30.0% |
| Q4 25 | 5.9% | 3.6% | ||
| Q3 25 | 3.8% | 1.1% | ||
| Q2 25 | 6.6% | 0.8% | ||
| Q1 25 | 1.8% | 1.7% | ||
| Q4 24 | 3.5% | 8.1% | ||
| Q3 24 | 1.5% | 2.9% | ||
| Q2 24 | 1.3% | 1.3% | ||
| Q1 24 | 1.2% | 1.9% |
| Q4 25 | — | 0.40× | ||
| Q3 25 | — | 1.47× | ||
| Q2 25 | — | 0.88× | ||
| Q1 25 | — | 1.13× | ||
| Q4 24 | — | 4.82× | ||
| Q3 24 | — | 1.14× | ||
| Q2 24 | — | 1.74× | ||
| Q1 24 | — | 1.38× |
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% |
TMP
Segment breakdown not available.
