vs
Side-by-side financial comparison of Fastly, Inc. (FSLY) and Westrock Coffee Co (WEST). Click either name above to swap in a different company.
Westrock Coffee Co is the larger business by last-quarter revenue ($339.5M vs $172.6M, roughly 2.0× Fastly, Inc.). Westrock Coffee Co runs the higher net margin — -6.6% vs -9.0%, a 2.3% gap on every dollar of revenue. On growth, Westrock Coffee Co posted the faster year-over-year revenue change (48.3% vs 22.8%). Westrock Coffee Co produced more free cash flow last quarter ($27.8M vs $12.2M). Over the past eight quarters, Westrock Coffee Co's revenue compounded faster (32.8% 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.
Westrock Coffee Co is a global integrated coffee, tea and functional beverage solutions provider. It sources, roasts, manufactures and distributes coffee products, ready-to-drink beverages and custom formulations for retail, foodservice and commercial clients across North America and other key markets.
FSLY vs WEST — Head-to-Head
Income Statement — Q4 FY2025 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $172.6M | $339.5M |
| Net Profit | $-15.5M | $-22.6M |
| Gross Margin | 61.4% | 11.5% |
| Operating Margin | -8.7% | -2.6% |
| Net Margin | -9.0% | -6.6% |
| Revenue YoY | 22.8% | 48.3% |
| Net Profit YoY | 52.9% | 8.3% |
| EPS (diluted) | $-0.10 | $-0.22 |
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 | $339.5M | ||
| Q3 25 | $158.2M | $354.8M | ||
| Q2 25 | $148.7M | $280.9M | ||
| Q1 25 | $144.5M | $213.8M | ||
| Q4 24 | $140.6M | $229.0M | ||
| Q3 24 | $137.2M | $220.9M | ||
| Q2 24 | $132.4M | $208.4M | ||
| Q1 24 | $133.5M | $192.5M |
| Q4 25 | $-15.5M | $-22.6M | ||
| Q3 25 | $-29.5M | $-19.1M | ||
| Q2 25 | $-37.5M | $-21.6M | ||
| Q1 25 | $-39.1M | $-27.2M | ||
| Q4 24 | $-32.9M | $-24.6M | ||
| Q3 24 | $-38.0M | $-14.3M | ||
| Q2 24 | $-43.7M | $-17.8M | ||
| Q1 24 | $-43.4M | $-23.7M |
| Q4 25 | 61.4% | 11.5% | ||
| Q3 25 | 58.4% | 11.7% | ||
| Q2 25 | 54.5% | 14.7% | ||
| Q1 25 | 53.2% | 13.6% | ||
| Q4 24 | 53.4% | 16.6% | ||
| Q3 24 | 54.5% | 16.8% | ||
| Q2 24 | 55.1% | 19.9% | ||
| Q1 24 | 54.8% | 19.4% |
| Q4 25 | -8.7% | -2.6% | ||
| Q3 25 | -18.2% | -2.4% | ||
| Q2 25 | -24.8% | -5.3% | ||
| Q1 25 | -26.4% | -6.1% | ||
| Q4 24 | -24.4% | -4.3% | ||
| Q3 24 | -29.6% | -5.8% | ||
| Q2 24 | -35.3% | -7.9% | ||
| Q1 24 | -34.6% | -5.3% |
| Q4 25 | -9.0% | -6.6% | ||
| Q3 25 | -18.6% | -5.4% | ||
| Q2 25 | -25.2% | -7.7% | ||
| Q1 25 | -27.1% | -12.7% | ||
| Q4 24 | -23.4% | -10.7% | ||
| Q3 24 | -27.7% | -6.5% | ||
| Q2 24 | -33.0% | -8.5% | ||
| Q1 24 | -32.5% | -12.3% |
| Q4 25 | $-0.10 | $-0.22 | ||
| Q3 25 | $-0.20 | $-0.20 | ||
| Q2 25 | $-0.26 | $-0.23 | ||
| Q1 25 | $-0.27 | $-0.29 | ||
| Q4 24 | $-0.23 | $-0.26 | ||
| Q3 24 | $-0.27 | $-0.16 | ||
| Q2 24 | $-0.32 | $-0.20 | ||
| Q1 24 | $-0.32 | $-0.27 |
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 | $49.9M |
| Total DebtLower is stronger | — | $444.1M |
| Stockholders' EquityBook value | $929.6M | $-1.9M |
| Total Assets | $1.5B | $1.2B |
| Debt / EquityLower = less leverage | — | — |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $361.8M | $49.9M | ||
| Q3 25 | $342.9M | $34.0M | ||
| Q2 25 | $321.2M | $44.0M | ||
| Q1 25 | $307.3M | $33.1M | ||
| Q4 24 | $295.9M | $26.2M | ||
| Q3 24 | $308.2M | $22.4M | ||
| Q2 24 | $311.8M | $24.3M | ||
| Q1 24 | $329.5M | $12.6M |
| Q4 25 | — | $444.1M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $393.1M | ||
| Q3 24 | — | — | ||
| Q2 24 | — | — | ||
| Q1 24 | — | — |
| Q4 25 | $929.6M | $-1.9M | ||
| Q3 25 | $937.0M | $11.4M | ||
| Q2 25 | $942.6M | $18.2M | ||
| Q1 25 | $957.0M | $71.4M | ||
| Q4 24 | $965.3M | $97.5M | ||
| Q3 24 | $969.5M | $110.3M | ||
| Q2 24 | $981.2M | $81.5M | ||
| Q1 24 | $991.8M | $91.7M |
| Q4 25 | $1.5B | $1.2B | ||
| 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 | $983.3M |
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 4.03× | ||
| 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 | $36.7M |
| Free Cash FlowOCF − Capex | $12.2M | $27.8M |
| FCF MarginFCF / Revenue | 7.1% | 8.2% |
| Capex IntensityCapex / Revenue | 5.9% | 2.6% |
| Cash ConversionOCF / Net Profit | — | — |
| TTM Free Cash FlowTrailing 4 quarters | $65.8M | $-107.8M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $22.4M | $36.7M | ||
| Q3 25 | $28.9M | $-26.6M | ||
| Q2 25 | $25.8M | $-7.0M | ||
| Q1 25 | $17.3M | $-22.1M | ||
| Q4 24 | $5.2M | $2.8M | ||
| Q3 24 | $5.0M | $-332.0K | ||
| Q2 24 | $-4.9M | $-23.7M | ||
| Q1 24 | $11.1M | $8.0M |
| Q4 25 | $12.2M | $27.8M | ||
| Q3 25 | $22.9M | $-44.7M | ||
| Q2 25 | $15.9M | $-27.5M | ||
| Q1 25 | $14.7M | $-63.4M | ||
| Q4 24 | $251.0K | $-15.4M | ||
| Q3 24 | $3.0M | $-36.7M | ||
| Q2 24 | $-6.7M | $-59.9M | ||
| Q1 24 | $9.5M | $-60.9M |
| Q4 25 | 7.1% | 8.2% | ||
| Q3 25 | 14.5% | -12.6% | ||
| Q2 25 | 10.7% | -9.8% | ||
| Q1 25 | 10.2% | -29.7% | ||
| Q4 24 | 0.2% | -6.7% | ||
| Q3 24 | 2.2% | -16.6% | ||
| Q2 24 | -5.1% | -28.7% | ||
| Q1 24 | 7.1% | -31.7% |
| Q4 25 | 5.9% | 2.6% | ||
| Q3 25 | 3.8% | 5.1% | ||
| Q2 25 | 6.6% | 7.3% | ||
| Q1 25 | 1.8% | 19.3% | ||
| Q4 24 | 3.5% | 7.9% | ||
| Q3 24 | 1.5% | 16.5% | ||
| Q2 24 | 1.3% | 17.4% | ||
| Q1 24 | 1.2% | 35.8% |
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% |
WEST
| Coffee And Tea | $202.6M | 60% |
| Flavors Extracts And Ingredients | $69.6M | 21% |
| Sustainable Sourcing And Traceability Segments | $66.9M | 20% |
