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Freshworks Inc. (FRSH) vs Fastly, Inc. (FSLY)

Freshworks Inc. and Fastly, Inc. are both Software Application companies. Freshworks Inc. is the larger, with a market value of $3.3B against $2.5B — 1.4× the size. Fastly, Inc. has negative trailing earnings, so its P/E is not meaningful; Freshworks Inc. trades at 17.2×. Fastly, Inc. grew revenue faster over the last twelve months: 21.5% against 15.2%. Freshworks Inc. has the higher net margin (22.3% vs −8.74%) and the higher return on invested capital (19.0% vs −4.20%). Across the 20 metrics below, Freshworks Inc. leads on 16 and Fastly, Inc. on 4.

Valuation

Metric FRSH FSLY Software Application median
P/E 17.17 n/m 25.90
P/S 3.56 3.43 3.04
P/B 3.64 2.46 2.60
Price to free cash flow 14.09 56.75 17.17
EV/EBITDA 20.18 3,264.54 15.48
EV/Sales 2.81 3.42 2.89
Earnings yield 5.83% (2.60%) 0.00%
Free cash flow yield 7.10% 1.76% 1.98%

Profitability

Metric FRSH FSLY Software Application median
Gross margin 85.13% 62.64% 66.89%
Operating margin 7.06% (9.00%) 0.00%
Net margin 22.28% (8.74%) 0.00%
Free cash flow margin 25.28% 18.16% 5.77%
Return on equity 23.58% (6.48%) 0.00%
Return on assets 14.51% (4.17%) 0.00%
Return on invested capital 18.99% (4.20%) 0.00%

Growth

Metric FRSH FSLY Software Application median
Revenue growth (TTM) 15.24% 21.48% 12.27%
EPS growth (last fiscal year) 296.88% 27.19% 32.11%
Revenue growth, 5-year CAGR 27.43% 16.49% 14.34%
Net income growth, 5-year CAGR 0.00% 0.00% 0.00%

Health

Metric FRSH FSLY Software Application median
Debt to equity 0.00 0.32 0.02
Current ratio 1.77 3.07 1.53
Net debt to EBITDA (13.14) 0.00 0.09

Dividend

Metric FRSH FSLY Software Application median
Dividend yield — — 1.10%
Payout ratio — — 0.28

Size

Metric FRSH FSLY Software Application median
Market cap 3.33b 2.45b 487.58m

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