Fastly, Inc. Class A Common Stock (FSLY)vsSony Group Corp (SONY)
FSLY
Fastly, Inc. Class A Common Stock
$18.07
-9.24%
TECHNOLOGY · Cap: $2.78B
SONY
Sony Group Corp
$21.89
-1.53%
TECHNOLOGY · Cap: $124.55B
Smart Verdict
WallStSmart Research — data-driven comparison
Sony Group Corp generates 1912295% more annual revenue ($12.48T vs $652.57M). SONY leads profitability with a -2.6% profit margin vs -15.8%. SONY earns a higher WallStSmart Score of 47/100 (D+).
FSLY
Avoid33
out of 100
Grade: F
SONY
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$36.45
Current Price
$18.07
$18.38 discount
Intrinsic value data unavailable for SONY.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
19.8% revenue growth
Generating 379.7B in free cash flow
Large-cap with strong market position
Conservative balance sheet, low leverage
Reasonable price relative to book value
15.4% revenue growth
Areas to Watch
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Expensive relative to growth rate
ROE of -4.2% — below average capital efficiency
Earnings declined 57.5%
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLY
The strongest argument for FSLY centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 19.8% demonstrates continued momentum.
Bull Case : SONY
The strongest argument for SONY centers on Free Cash Flow, Market Cap, Debt/Equity. Revenue growth of 15.4% demonstrates continued momentum.
Bear Case : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Altman Z-Score.
Bear Case : SONY
The primary concerns for SONY are PEG Ratio, Return on Equity, EPS Growth.
Key Dynamics to Monitor
SONY carries more volatility with a beta of 0.74 — expect wider price swings.
FSLY is growing revenue faster at 19.8% — sustainability is the question.
SONY generates stronger free cash flow (379.7B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
SONY scores higher overall (47/100 vs 33/100) and 15.4% revenue growth. FSLY offers better value entry with a 74.5% 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.
Sony Group Corp
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Sony Group Corporation designs, develops, produces and sells electronic equipment, instruments and devices for the consumer, professional and industrial markets worldwide. The company is headquartered in Tokyo, Japan.
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