Dave (DAVE) vs Fastly (FSLY)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 7, 2026.
Summary
Fastly (FSLY) has outperformed Dave (DAVE) over the past year, gaining 208.5% versus a gain of 71.0%. Over five years, DAVE leads with a +8.4% price change compared with -43.4% for FSLY. Dave is the larger company by market cap ($4.40 billion vs $4.03 billion), about 1.1 times the size.
On valuation, Dave trades at a lower forward P/E (15.5x vs 40.1x for Fastly). Dave converts more of its revenue into profit, with a net margin of 35.3% 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 | DAVE | FSLY |
|---|---|---|
| Share price | $344.82 | $25.28 |
| Market cap | $4.40B | $4.03B |
| 1-day change | +0.49% | -0.90% |
| YTD return | +56.68% | +149.41% |
| 1-year return | +70.99% | +208.51% |
| 5-year return | +8.41% | -43.44% |
| P/E ratio (TTM) | 22.23 | — |
| Forward P/E | 15.54 | 40.10 |
| EPS (TTM) | $15.51 | $-0.53 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $554.18M | $624.02M |
| Revenue growth (YoY) | +59.67% | +14.78% |
| Net income (latest FY) | $195.87M | $-121.68M |
| Gross margin | — | 57.08% |
| Operating margin | — | -19.07% |
| Net margin | 35.34% | -19.50% |
| 52-week high | $458.25 | $34.82 |
| 52-week low | $152.21 | $7.74 |
| Distance from 52-week high | -24.75% | -27.40% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +28.82% | +10.36% |
| Average volume | 391.97K | 6.39M |
| Shares outstanding | 11.44M | 159.30M |
| Employees | 280 | 1,140 |
| Sector | Finance | Technology |
| Industry | Finance: Consumer Services | 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 DAVE by 137.5 percentage points over the past year.
- Dave is more profitable, keeping 35.3 cents of every revenue dollar as net income versus -19.5 cents for Fastly.
- Dave grew revenue faster in its latest fiscal year (+59.67% vs +14.78%).
- The two companies sit in different sectors: Dave in Finance and Fastly in Technology.
About Dave
DAVE stock →Dave Inc. provides various financial products and services through its financial services platform in the United States.
Finance · Finance: Consumer Services · 280 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
DAVE vs FSLY FAQ
Which is bigger, Dave or Fastly?
Dave (DAVE) is larger, with a market capitalization of $4.40B compared with $4.03B for Fastly (FSLY).
Which stock has performed better over the past year, DAVE or FSLY?
FSLY returned +208.51% over the past 12 months, compared with +70.99% for DAVE (price return, excluding dividends). Past performance does not predict future results.
Are Dave and Fastly in the same industry?
No. Dave is in the Finance sector, while Fastly is in Technology.