Fastly, Inc. Class A Common Stock (FSLY)vsGoPro Inc (GPRO)
FSLY
Fastly, Inc. Class A Common Stock
$23.16
+1.98%
TECHNOLOGY · Cap: $3.62B
GPRO
GoPro Inc
$1.38
-1.43%
TECHNOLOGY · Cap: $226.94M
Smart Verdict
WallStSmart Research — data-driven comparison
Fastly, Inc. Class A Common Stock generates 21% more annual revenue ($687.17M vs $568.59M). FSLY leads profitability with a -11.8% profit margin vs -28.5%. GPRO earns a higher WallStSmart Score of 37/100 (F).
FSLY
Avoid33
out of 100
Grade: F
GPRO
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.6%
Fair Value
$36.62
Current Price
$23.16
$13.46 discount
Intrinsic value data unavailable for GPRO.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 23.3% year-over-year
Conservative balance sheet, low leverage
Growing faster than its price suggests
Areas to Watch
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Smaller company, higher risk/reward
Weak financial health signals
ROE of -236.1% — below average capital efficiency
Revenue declined 31.3%
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLY
The strongest argument for FSLY centers on Revenue Growth. Revenue growth of 23.3% demonstrates continued momentum.
Bull Case : GPRO
The strongest argument for GPRO centers on Debt/Equity, PEG Ratio. PEG of 0.73 suggests the stock is reasonably priced for its growth.
Bear Case : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Altman Z-Score.
Bear Case : GPRO
The primary concerns for GPRO are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
FSLY profiles as a growth stock while GPRO is a turnaround play — different risk/reward profiles.
GPRO carries more volatility with a beta of 2.44 — expect wider price swings.
FSLY is growing revenue faster at 23.3% — sustainability is the question.
FSLY generates stronger free cash flow (8M), providing more financial flexibility.
Bottom Line
GPRO scores higher overall (37/100 vs 33/100). FSLY offers better value entry with a 74.6% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fastly, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Fastly, Inc. operates an edge cloud platform to process, serve, and protect its customers' applications in the United States, Asia Pacific, Europe, and internationally. The company is headquartered in San Francisco, California.
GoPro Inc
TECHNOLOGY · CONSUMER ELECTRONICS · USA
GoPro, Inc. develops and sells mountable and portable cameras, drones, and accessories in the United States and internationally. The company is headquartered in San Mateo, California.
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