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Side-by-side financial comparison of Fastly, Inc. (FSLY) and TOOTSIE ROLL INDUSTRIES INC (TR). Click either name above to swap in a different company.
TOOTSIE ROLL INDUSTRIES INC is the larger business by last-quarter revenue ($196.3M vs $172.6M, roughly 1.1× Fastly, Inc.). TOOTSIE ROLL INDUSTRIES INC runs the higher net margin — 14.7% vs -9.0%, a 23.7% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (22.8% vs 1.5%). TOOTSIE ROLL INDUSTRIES INC produced more free cash flow last quarter ($61.0M vs $12.2M). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (13.7% CAGR vs 13.2%).
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.
Tootsie Roll Industries is an American manufacturer of confectionery based in Chicago, Illinois. Its best-known products include the namesake Tootsie Rolls and Tootsie Pops. Tootsie Roll Industries currently markets its brands internationally in Canada, Mexico, and over 75 other countries.
FSLY vs TR — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $196.3M |
| Net Profit | $-15.5M | $28.8M |
| Gross Margin | 61.4% | 35.7% |
| Operating Margin | -8.7% | 17.0% |
| Net Margin | -9.0% | 14.7% |
| Revenue YoY | 22.8% | 1.5% |
| Net Profit YoY | 52.9% | 27.9% |
| EPS (diluted) | $-0.10 | — |
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 | $196.3M | ||
| Q3 25 | $158.2M | $232.7M | ||
| Q2 25 | $148.7M | $155.1M | ||
| Q1 25 | $144.5M | $148.5M | ||
| Q4 24 | $140.6M | $193.4M | ||
| Q3 24 | $137.2M | $225.9M | ||
| Q2 24 | $132.4M | $150.7M | ||
| Q1 24 | $133.5M | $153.2M |
| Q4 25 | $-15.5M | $28.8M | ||
| Q3 25 | $-29.5M | $35.7M | ||
| Q2 25 | $-37.5M | $17.5M | ||
| Q1 25 | $-39.1M | $18.1M | ||
| Q4 24 | $-32.9M | $22.5M | ||
| Q3 24 | $-38.0M | $32.8M | ||
| Q2 24 | $-43.7M | $15.6M | ||
| Q1 24 | $-43.4M | $15.8M |
| Q4 25 | 61.4% | 35.7% | ||
| Q3 25 | 58.4% | 34.1% | ||
| Q2 25 | 54.5% | 36.4% | ||
| Q1 25 | 53.2% | 35.3% | ||
| Q4 24 | 53.4% | 39.1% | ||
| Q3 24 | 54.5% | 34.1% | ||
| Q2 24 | 55.1% | 33.5% | ||
| Q1 24 | 54.8% | 32.7% |
| Q4 25 | -8.7% | 17.0% | ||
| Q3 25 | -18.2% | 13.9% | ||
| Q2 25 | -24.8% | 7.8% | ||
| Q1 25 | -26.4% | 15.5% | ||
| Q4 24 | -24.4% | 20.0% | ||
| Q3 24 | -29.6% | 15.6% | ||
| Q2 24 | -35.3% | 10.2% | ||
| Q1 24 | -34.6% | 7.3% |
| Q4 25 | -9.0% | 14.7% | ||
| Q3 25 | -18.6% | 15.3% | ||
| Q2 25 | -25.2% | 11.3% | ||
| Q1 25 | -27.1% | 12.2% | ||
| Q4 24 | -23.4% | 11.6% | ||
| Q3 24 | -27.7% | 14.5% | ||
| Q2 24 | -33.0% | 10.4% | ||
| Q1 24 | -32.5% | 10.3% |
| Q4 25 | $-0.10 | — | ||
| Q3 25 | $-0.20 | — | ||
| Q2 25 | $-0.26 | — | ||
| Q1 25 | $-0.27 | — | ||
| Q4 24 | $-0.23 | — | ||
| Q3 24 | $-0.27 | — | ||
| Q2 24 | $-0.32 | — | ||
| Q1 24 | $-0.32 | — |
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 | $176.6M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $929.6M | $941.0M |
| Total Assets | $1.5B | $1.3B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $176.6M | ||
| Q3 25 | $342.9M | $119.8M | ||
| Q2 25 | $321.2M | $170.5M | ||
| Q1 25 | $307.3M | $176.6M | ||
| Q4 24 | $295.9M | $194.6M | ||
| Q3 24 | $308.2M | $163.2M | ||
| Q2 24 | $311.8M | $131.2M | ||
| Q1 24 | $329.5M | $159.4M |
| Q4 25 | $929.6M | $941.0M | ||
| Q3 25 | $937.0M | $918.9M | ||
| Q2 25 | $942.6M | $893.1M | ||
| Q1 25 | $957.0M | $879.4M | ||
| Q4 24 | $965.3M | $870.7M | ||
| Q3 24 | $969.5M | $870.2M | ||
| Q2 24 | $981.2M | $841.4M | ||
| Q1 24 | $991.8M | $834.4M |
| Q4 25 | $1.5B | $1.3B | ||
| Q3 25 | $1.5B | $1.2B | ||
| Q2 25 | $1.5B | $1.2B | ||
| Q1 25 | $1.4B | $1.1B | ||
| Q4 24 | $1.5B | $1.1B | ||
| Q3 24 | $1.5B | $1.1B | ||
| Q2 24 | $1.5B | $1.1B | ||
| Q1 24 | $1.5B | $1.1B |
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 | $73.3M |
| Free Cash FlowOCF − Capex | $12.2M | $61.0M |
| FCF MarginFCF / Revenue | 7.1% | 31.1% |
| Capex IntensityCapex / Revenue | 5.9% | 6.3% |
| Cash ConversionOCF / Net Profit | — | 2.55× |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $96.4M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $73.3M | ||
| Q3 25 | $28.9M | $62.2M | ||
| Q2 25 | $25.8M | $-8.5M | ||
| Q1 25 | $17.3M | $3.6M | ||
| Q4 24 | $5.2M | $68.8M | ||
| Q3 24 | $5.0M | $61.3M | ||
| Q2 24 | $-4.9M | $-12.6M | ||
| Q1 24 | $11.1M | $21.4M |
| Q4 25 | $12.2M | $61.0M | ||
| Q3 25 | $22.9M | $50.7M | ||
| Q2 25 | $15.9M | $-16.0M | ||
| Q1 25 | $14.7M | $750.0K | ||
| Q4 24 | $251.0K | $64.7M | ||
| Q3 24 | $3.0M | $55.8M | ||
| Q2 24 | $-6.7M | $-16.6M | ||
| Q1 24 | $9.5M | $16.9M |
| Q4 25 | 7.1% | 31.1% | ||
| Q3 25 | 14.5% | 21.8% | ||
| Q2 25 | 10.7% | -10.3% | ||
| Q1 25 | 10.2% | 0.5% | ||
| Q4 24 | 0.2% | 33.5% | ||
| Q3 24 | 2.2% | 24.7% | ||
| Q2 24 | -5.1% | -11.0% | ||
| Q1 24 | 7.1% | 11.0% |
| Q4 25 | 5.9% | 6.3% | ||
| Q3 25 | 3.8% | 5.0% | ||
| Q2 25 | 6.6% | 4.8% | ||
| Q1 25 | 1.8% | 1.9% | ||
| Q4 24 | 3.5% | 2.1% | ||
| Q3 24 | 1.5% | 2.4% | ||
| Q2 24 | 1.3% | 2.6% | ||
| Q1 24 | 1.2% | 2.9% |
| Q4 25 | — | 2.55× | ||
| Q3 25 | — | 1.74× | ||
| Q2 25 | — | -0.49× | ||
| Q1 25 | — | 0.20× | ||
| Q4 24 | — | 3.06× | ||
| Q3 24 | — | 1.87× | ||
| Q2 24 | — | -0.81× | ||
| Q1 24 | — | 1.35× |
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% |
TR
| Products | $194.3M | 99% |
| Rental And Royalty | $1.9M | 1% |
