Box (BOX) vs Fastly (FSLY)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Fastly (FSLY) has outperformed Box (BOX) over the past year, gaining 207.2% versus a gain of 8.9%. Over five years, BOX leads with a +35.2% price change compared with -43.7% for FSLY. Box is the larger company by market cap ($4.90 billion vs $4.03 billion), about 1.2 times the size, while Fastly is growing revenue faster (+14.8% vs +8.0%).
On valuation, Box trades at a lower forward P/E (20.6x vs 40.1x for Fastly). Box converts more of its revenue into profit, with a net margin of 9.8% versus -19.5%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | BOX | FSLY |
|---|---|---|
| Share price | $35.70 | $25.28 |
| Market cap | $4.90B | $4.03B |
| 1-day change | +1.22% | -0.90% |
| YTD return | +19.36% | +148.33% |
| 1-year return | +8.91% | +207.17% |
| 5-year return | +35.23% | -43.68% |
| P/E ratio (TTM) | 51.74 | — |
| Forward P/E | 20.56 | 40.10 |
| EPS (TTM) | $0.69 | $-0.53 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.18B | $624.02M |
| Revenue growth (YoY) | +7.99% | +14.78% |
| Net income (latest FY) | $115.38M | $-121.68M |
| Gross margin | 79.22% | 57.08% |
| Operating margin | 7.07% | -19.07% |
| Net margin | 9.80% | -19.50% |
| 52-week high | $36.34 | $34.82 |
| 52-week low | $21.34 | $7.74 |
| Distance from 52-week high | -1.76% | -27.40% |
| Analyst consensus | none | buy |
| Avg. price target upside | +8.43% | +10.36% |
| Average volume | 2.90M | 6.39M |
| Shares outstanding | 137.20M | 159.30M |
| Employees | 2,912 | 1,140 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- FSLY has outperformed BOX by 198.3 percentage points over the past year.
- Box is more profitable, keeping 9.8 cents of every revenue dollar as net income versus -19.5 cents for Fastly.
- Fastly grew revenue faster in its latest fiscal year (+14.78% vs +7.99%).
About Box
BOX stock →Box, Inc. provides a cloud content management platform that enables organizations of various sizes to manage cloud content from anywhere and on any device in Poland, Australia, Canada, the European Union, France, Israel, Japan, Singapore, Switzerland, the United Kingdom, and the United States.
Technology · Computer Software: Prepackaged Software · 2,912 employees
About Fastly
FSLY stock →Fastly, Inc. operates an edge cloud platform for processing, serving, and securing its customer's applications in the United States, the Asia Pacific, Europe, and internationally.
Technology · Computer Software: Prepackaged Software · 1,140 employees
BOX vs FSLY FAQ
Which is bigger, Box or Fastly?
Box (BOX) is larger, with a market capitalization of $4.90B compared with $4.03B for Fastly (FSLY).
Which stock has performed better over the past year, BOX or FSLY?
FSLY returned +207.17% over the past 12 months, compared with +8.91% for BOX (price return, excluding dividends). Past performance does not predict future results.
Are Box and Fastly in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.