Fastly, Inc. Class A Common Stock (FSLY)vsVuzix Corp Cmn Stk (VUZI)
FSLY
Fastly, Inc. Class A Common Stock
$18.07
-9.24%
TECHNOLOGY · Cap: $2.78B
VUZI
Vuzix Corp Cmn Stk
$4.23
+3.05%
TECHNOLOGY · Cap: $259.45M
Smart Verdict
WallStSmart Research — data-driven comparison
Fastly, Inc. Class A Common Stock generates 10614% more annual revenue ($652.57M vs $6.09M). VUZI leads profitability with a 0.0% profit margin vs -15.8%. FSLY earns a higher WallStSmart Score of 33/100 (F).
FSLY
Avoid33
out of 100
Grade: F
VUZI
Avoid16
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$36.45
Current Price
$18.07
$18.38 discount
Margin of Safety
+40.5%
Fair Value
$4.15
Current Price
$4.23
$0.08 discount
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
Conservative balance sheet, low leverage
Areas to Watch
0.0% earnings growth
ROE of -10.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Trading at 14.1x book value
0.0% earnings growth
Smaller company, higher risk/reward
0.0% margin — thin
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 : VUZI
The strongest argument for VUZI centers on Debt/Equity.
Bear Case : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Altman Z-Score.
Bear Case : VUZI
The primary concerns for VUZI are Price/Book, EPS Growth, Market Cap.
Key Dynamics to Monitor
FSLY profiles as a growth stock while VUZI is a value play — different risk/reward profiles.
VUZI carries more volatility with a beta of 1.69 — expect wider price swings.
FSLY is growing revenue faster at 19.8% — sustainability is the question.
FSLY generates stronger free cash flow (4M), providing more financial flexibility.
Bottom Line
FSLY scores higher overall (33/100 vs 16/100) and 19.8% revenue growth. VUZI offers better value entry with a 40.5% margin of safety. Both earn "Avoid" 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.
Vuzix Corp Cmn Stk
TECHNOLOGY · CONSUMER ELECTRONICS · USA
Vuzix Corporation designs, manufactures, markets and sells augmented reality (AR) computing and display devices for consumer and business markets in North America, Asia-Pacific, Europe, and internationally. The company is headquartered in West Henrietta, New York.
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