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Side-by-side financial comparison of Fastly, Inc. (FSLY) and Urban Edge Properties (UE). Click either name above to swap in a different company.
Fastly, Inc. is the larger business by last-quarter revenue ($173.0M vs $132.6M, roughly 1.3× Urban Edge Properties). Urban Edge Properties runs the higher net margin — 17.1% vs -11.9%, a 28.9% gap on every dollar of revenue. On growth, Fastly, Inc. posted the faster year-over-year revenue change (19.8% vs 12.2%). Over the past eight quarters, Fastly, Inc.'s revenue compounded faster (14.3% CAGR vs 11.6%).
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.
Urban Edge Properties is a publicly traded real estate investment trust (REIT) that owns, operates, and develops high-quality retail and mixed-use properties, primarily located in densely populated urban and suburban markets across the United States. Its portfolio covers grocery-anchored shopping centers, lifestyle outlets, and community-focused commercial assets.
FSLY vs UE — Head-to-Head
Income Statement — Q1 FY2026 vs Q1 FY2026
| Metric | | |
|---|---|---|
| Revenue | $173.0M | $132.6M |
| Net Profit | $-20.5M | $22.6M |
| Gross Margin | 62.5% | — |
| Operating Margin | 23.7% | — |
| Net Margin | -11.9% | 17.1% |
| Revenue YoY | 19.8% | 12.2% |
| Net Profit YoY | 47.6% | -6.7% |
| EPS (diluted) | $-0.13 | $0.18 |
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 | $132.6M | ||
| Q4 25 | $172.6M | $119.6M | ||
| Q3 25 | $158.2M | $120.1M | ||
| Q2 25 | $148.7M | $114.1M | ||
| Q1 25 | $144.5M | $118.2M | ||
| Q4 24 | $140.6M | $116.4M | ||
| Q3 24 | $137.2M | $112.4M | ||
| Q2 24 | $132.4M | $106.5M |
| Q1 26 | $-20.5M | $22.6M | ||
| Q4 25 | $-15.5M | $12.4M | ||
| Q3 25 | $-29.5M | $14.9M | ||
| Q2 25 | $-37.5M | $58.0M | ||
| Q1 25 | $-39.1M | $8.2M | ||
| Q4 24 | $-32.9M | $30.1M | ||
| Q3 24 | $-38.0M | $9.1M | ||
| Q2 24 | $-43.7M | $30.8M |
| 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% | 11.3% | ||
| Q3 25 | -18.2% | 13.4% | ||
| Q2 25 | -24.8% | 53.9% | ||
| Q1 25 | -26.4% | 7.6% | ||
| Q4 24 | -24.4% | 27.6% | ||
| Q3 24 | -29.6% | 8.9% | ||
| Q2 24 | -35.3% | 30.6% |
| Q1 26 | -11.9% | 17.1% | ||
| Q4 25 | -9.0% | 10.4% | ||
| Q3 25 | -18.6% | 12.4% | ||
| Q2 25 | -25.2% | 50.8% | ||
| Q1 25 | -27.1% | 6.9% | ||
| Q4 24 | -23.4% | 25.9% | ||
| Q3 24 | -27.7% | 8.1% | ||
| Q2 24 | -33.0% | 28.9% |
| Q1 26 | $-0.13 | $0.18 | ||
| Q4 25 | $-0.10 | $0.09 | ||
| Q3 25 | $-0.20 | $0.12 | ||
| Q2 25 | $-0.26 | $0.46 | ||
| Q1 25 | $-0.27 | $0.07 | ||
| Q4 24 | $-0.23 | $0.25 | ||
| Q3 24 | $-0.27 | $0.07 | ||
| Q2 24 | $-0.32 | $0.26 |
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 | $50.0M |
| Total DebtLower is stronger | — | — |
| Stockholders' EquityBook value | $977.1M | $1.4B |
| Total Assets | $1.5B | $3.4B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $146.7M | $50.0M | ||
| Q4 25 | $361.8M | $48.9M | ||
| Q3 25 | $342.9M | $77.8M | ||
| Q2 25 | $321.2M | $53.0M | ||
| Q1 25 | $307.3M | $48.0M | ||
| Q4 24 | $295.9M | $41.4M | ||
| Q3 24 | $308.2M | $67.9M | ||
| Q2 24 | $311.8M | $78.6M |
| Q1 26 | $977.1M | $1.4B | ||
| Q4 25 | $929.6M | $1.4B | ||
| Q3 25 | $937.0M | $1.4B | ||
| Q2 25 | $942.6M | $1.4B | ||
| Q1 25 | $957.0M | $1.4B | ||
| Q4 24 | $965.3M | $1.4B | ||
| Q3 24 | $969.5M | $1.3B | ||
| Q2 24 | $981.2M | $1.3B |
| Q1 26 | $1.5B | $3.4B | ||
| Q4 25 | $1.5B | $3.3B | ||
| Q3 25 | $1.5B | $3.3B | ||
| Q2 25 | $1.5B | $3.3B | ||
| Q1 25 | $1.4B | $3.3B | ||
| Q4 24 | $1.5B | $3.3B | ||
| Q3 24 | $1.5B | $3.2B | ||
| Q2 24 | $1.5B | $3.2B |
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 | $39.1M |
| Free Cash FlowOCF − Capex | $4.1M | — |
| FCF MarginFCF / Revenue | 2.4% | — |
| Capex IntensityCapex / Revenue | 14.3% | 1.5% |
| Cash ConversionOCF / Net Profit | — | 1.73× |
| TTM Free Cash FlowTrailing 4 quarters | $55.2M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | $28.9M | $39.1M | ||
| Q4 25 | $22.4M | $182.7M | ||
| Q3 25 | $28.9M | $55.7M | ||
| Q2 25 | $25.8M | $43.5M | ||
| Q1 25 | $17.3M | $32.6M | ||
| Q4 24 | $5.2M | $153.2M | ||
| Q3 24 | $5.0M | $36.6M | ||
| Q2 24 | $-4.9M | $41.2M |
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $81.8M | ||
| Q3 25 | $22.9M | $26.1M | ||
| Q2 25 | $15.9M | $19.6M | ||
| Q1 25 | $14.7M | $11.9M | ||
| Q4 24 | $251.0K | $42.5M | ||
| Q3 24 | $3.0M | $12.2M | ||
| Q2 24 | $-6.7M | $19.9M |
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | 68.4% | ||
| Q3 25 | 14.5% | 21.7% | ||
| Q2 25 | 10.7% | 17.2% | ||
| Q1 25 | 10.2% | 10.0% | ||
| Q4 24 | 0.2% | 36.6% | ||
| Q3 24 | 2.2% | 10.8% | ||
| Q2 24 | -5.1% | 18.6% |
| Q1 26 | 14.3% | 1.5% | ||
| Q4 25 | 5.9% | 84.4% | ||
| Q3 25 | 3.8% | 24.6% | ||
| Q2 25 | 6.6% | 20.9% | ||
| Q1 25 | 1.8% | 17.5% | ||
| Q4 24 | 3.5% | 95.1% | ||
| Q3 24 | 1.5% | 21.7% | ||
| Q2 24 | 1.3% | 20.1% |
| Q1 26 | — | 1.73× | ||
| Q4 25 | — | 14.71× | ||
| Q3 25 | — | 3.73× | ||
| Q2 25 | — | 0.75× | ||
| Q1 25 | — | 3.97× | ||
| Q4 24 | — | 5.09× | ||
| Q3 24 | — | 4.03× | ||
| Q2 24 | — | 1.34× |
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% |
UE
| Rental revenue | $124.2M | 94% |
| Other | $8.4M | 6% |
