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Fastly, Inc.(FSLY)与Purple Innovation, Inc.(PRPL)财务数据对比。点击上方公司名可切换其他公司
Fastly, Inc.的季度营收约是Purple Innovation, Inc.的1.2倍($173.0M vs $140.7M),Purple Innovation, Inc.净利率更高(-2.3% vs -11.9%,领先9.6%),Fastly, Inc.同比增速更快(19.8% vs 9.1%),Fastly, Inc.自由现金流更多($4.1M vs $-7.8M),过去两年Fastly, Inc.的营收复合增速更高(14.3% vs 8.3%)
Fastly是总部位于美国旧金山的云计算服务商,主营内容分发网络(CDN)、图片优化、负载均衡服务,同时提供DDoS攻击防护、机器人流量治理、Web应用防火墙等云安全解决方案,助力企业提升网络访问效率与安全防护能力。
Purple Carrot是一家总部位于马萨诸塞州尼达姆市的全植物性餐包品牌,由安迪·莱维特创立,每周为订阅用户提供预制餐品和自制餐包。据《大都会》2022年报道,对比美式标准餐食,该品牌每份餐包的碳排放量可降低72%,主打低碳环保的纯植物饮食方案。
FSLY vs PRPL — 直观对比
营收规模更大
FSLY
是对方的1.2倍
$140.7M
营收增速更快
FSLY
高出10.7%
9.1%
净利率更高
PRPL
高出9.6%
-11.9%
自由现金流更多
FSLY
多$11.9M
$-7.8M
两年增速更快
FSLY
近两年复合增速
8.3%
损益表 — Q1 FY2026 vs Q4 FY2025
| 指标 | ||
|---|---|---|
| 营收 | $173.0M | $140.7M |
| 净利润 | $-20.5M | $-3.2M |
| 毛利率 | 62.5% | 41.9% |
| 营业利润率 | 23.7% | -1.6% |
| 净利率 | -11.9% | -2.3% |
| 营收同比 | 19.8% | 9.1% |
| 净利润同比 | 47.6% | 62.1% |
| 每股收益(稀释后) | $-0.13 | $0.03 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比,按日历期对齐,财年错位的公司也能正确匹配
营收
FSLY
PRPL
| Q1 26 | $173.0M | — | ||
| Q4 25 | $172.6M | $140.7M | ||
| Q3 25 | $158.2M | $118.8M | ||
| Q2 25 | $148.7M | $105.1M | ||
| Q1 25 | $144.5M | $104.2M | ||
| Q4 24 | $140.6M | $129.0M | ||
| Q3 24 | $137.2M | $118.6M | ||
| Q2 24 | $132.4M | $120.3M |
净利润
FSLY
PRPL
| Q1 26 | $-20.5M | — | ||
| Q4 25 | $-15.5M | $-3.2M | ||
| Q3 25 | $-29.5M | $-11.7M | ||
| Q2 25 | $-37.5M | $-17.3M | ||
| Q1 25 | $-39.1M | $-19.1M | ||
| Q4 24 | $-32.9M | $-8.5M | ||
| Q3 24 | $-38.0M | $-39.2M | ||
| Q2 24 | $-43.7M | $27.0K |
毛利率
FSLY
PRPL
| Q1 26 | 62.5% | — | ||
| Q4 25 | 61.4% | 41.9% | ||
| Q3 25 | 58.4% | 42.8% | ||
| Q2 25 | 54.5% | 35.9% | ||
| Q1 25 | 53.2% | 39.4% | ||
| Q4 24 | 53.4% | 42.9% | ||
| Q3 24 | 54.5% | 29.7% | ||
| Q2 24 | 55.1% | 40.7% |
营业利润率
FSLY
PRPL
| Q1 26 | 23.7% | — | ||
| Q4 25 | -8.7% | -1.6% | ||
| Q3 25 | -18.2% | -10.2% | ||
| Q2 25 | -24.8% | -13.5% | ||
| Q1 25 | -26.4% | -13.9% | ||
| Q4 24 | -24.4% | -6.0% | ||
| Q3 24 | -29.6% | -39.5% | ||
| Q2 24 | -35.3% | -12.1% |
净利率
FSLY
PRPL
| Q1 26 | -11.9% | — | ||
| Q4 25 | -9.0% | -2.3% | ||
| Q3 25 | -18.6% | -9.9% | ||
| Q2 25 | -25.2% | -16.5% | ||
| Q1 25 | -27.1% | -18.4% | ||
| Q4 24 | -23.4% | -6.6% | ||
| Q3 24 | -27.7% | -33.1% | ||
| Q2 24 | -33.0% | 0.0% |
每股收益(稀释后)
FSLY
PRPL
| Q1 26 | $-0.13 | — | ||
| Q4 25 | $-0.10 | $0.03 | ||
| Q3 25 | $-0.20 | $0.11 | ||
| Q2 25 | $-0.26 | $0.16 | ||
| Q1 25 | $-0.27 | $0.18 | ||
| Q4 24 | $-0.23 | $0.08 | ||
| Q3 24 | $-0.27 | $0.36 | ||
| Q2 24 | $-0.32 | $0.00 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | ||
|---|---|---|
| 现金及短期投资手头流动性 | $146.7M | $24.3M |
| 总债务越低越好 | — | $126.7M |
| 股东权益账面价值 | $977.1M | $-29.7M |
| 总资产 | $1.5B | $296.3M |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势,按日历期对齐
现金及短期投资
FSLY
PRPL
| Q1 26 | $146.7M | — | ||
| Q4 25 | $361.8M | $24.3M | ||
| Q3 25 | $342.9M | $32.4M | ||
| Q2 25 | $321.2M | $34.2M | ||
| Q1 25 | $307.3M | $21.6M | ||
| Q4 24 | $295.9M | $29.0M | ||
| Q3 24 | $308.2M | $23.4M | ||
| Q2 24 | $311.8M | $23.4M |
总债务
FSLY
PRPL
| Q1 26 | — | — | ||
| Q4 25 | — | $126.7M | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | $70.7M | ||
| Q3 24 | — | $50.8M | ||
| Q2 24 | — | — |
股东权益
FSLY
PRPL
| Q1 26 | $977.1M | — | ||
| Q4 25 | $929.6M | $-29.7M | ||
| Q3 25 | $937.0M | $-26.9M | ||
| Q2 25 | $942.6M | $-15.6M | ||
| Q1 25 | $957.0M | $1.3M | ||
| Q4 24 | $965.3M | $20.2M | ||
| Q3 24 | $969.5M | $28.0M | ||
| Q2 24 | $981.2M | $66.4M |
总资产
FSLY
PRPL
| Q1 26 | $1.5B | — | ||
| Q4 25 | $1.5B | $296.3M | ||
| Q3 25 | $1.5B | $302.1M | ||
| Q2 25 | $1.5B | $303.8M | ||
| Q1 25 | $1.4B | $293.8M | ||
| Q4 24 | $1.5B | $307.8M | ||
| Q3 24 | $1.5B | $309.3M | ||
| Q2 24 | $1.5B | $362.1M |
负债/权益比
FSLY
PRPL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | 3.50× | ||
| Q3 24 | — | 1.82× | ||
| Q2 24 | — | — |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | ||
|---|---|---|
| 经营现金流最新季度 | $28.9M | $-5.8M |
| 自由现金流经营现金流 - 资本支出 | $4.1M | $-7.8M |
| 自由现金流率自由现金流/营收 | 2.4% | -5.5% |
| 资本支出强度资本支出/营收 | 14.3% | 1.4% |
| 现金转化率经营现金流/净利润 | — | — |
| 过去12个月自由现金流最近4个季度 | $55.2M | $-41.9M |
8季度趋势,按日历期对齐
经营现金流
FSLY
PRPL
| Q1 26 | $28.9M | — | ||
| Q4 25 | $22.4M | $-5.8M | ||
| Q3 25 | $28.9M | $-968.0K | ||
| Q2 25 | $25.8M | $-4.0M | ||
| Q1 25 | $17.3M | $-23.1M | ||
| Q4 24 | $5.2M | $6.8M | ||
| Q3 24 | $5.0M | $1.1M | ||
| Q2 24 | $-4.9M | $-8.9M |
自由现金流
FSLY
PRPL
| Q1 26 | $4.1M | — | ||
| Q4 25 | $12.2M | $-7.8M | ||
| Q3 25 | $22.9M | $-1.8M | ||
| Q2 25 | $15.9M | $-7.0M | ||
| Q1 25 | $14.7M | $-25.3M | ||
| Q4 24 | $251.0K | $5.7M | ||
| Q3 24 | $3.0M | $101.0K | ||
| Q2 24 | $-6.7M | $-11.0M |
自由现金流率
FSLY
PRPL
| Q1 26 | 2.4% | — | ||
| Q4 25 | 7.1% | -5.5% | ||
| Q3 25 | 14.5% | -1.5% | ||
| Q2 25 | 10.7% | -6.6% | ||
| Q1 25 | 10.2% | -24.3% | ||
| Q4 24 | 0.2% | 4.4% | ||
| Q3 24 | 2.2% | 0.1% | ||
| Q2 24 | -5.1% | -9.2% |
资本支出强度
FSLY
PRPL
| Q1 26 | 14.3% | — | ||
| Q4 25 | 5.9% | 1.4% | ||
| Q3 25 | 3.8% | 0.7% | ||
| Q2 25 | 6.6% | 2.8% | ||
| Q1 25 | 1.8% | 2.2% | ||
| Q4 24 | 3.5% | 0.8% | ||
| Q3 24 | 1.5% | 0.9% | ||
| Q2 24 | 1.3% | 1.7% |
现金转化率
FSLY
PRPL
| Q1 26 | — | — | ||
| Q4 25 | — | — | ||
| Q3 25 | — | — | ||
| Q2 25 | — | — | ||
| Q1 25 | — | — | ||
| Q4 24 | — | — | ||
| Q3 24 | — | — | ||
| Q2 24 | — | -330.22× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
FSLY
| Network Services | $126.2M | 73% |
| Security | $38.8M | 22% |
| Other | $8.0M | 5% |
PRPL
| Cost Of Revenues | $81.7M | 58% |
| Other | $59.0M | 42% |