Fastly (FSLY) vs Clear Secure (YOU)
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 Clear Secure (YOU) over the past year, gaining 207.2% versus a gain of 37.8%. Over five years, YOU leads with a +5.5% price change compared with -43.7% for FSLY. Clear Secure is the larger company by market cap ($4.41 billion vs $3.98 billion), about 1.1 times the size.
On valuation, Clear Secure trades at a lower forward P/E (16.5x vs 39.6x for Fastly). Clear Secure pays a dividend yielding 1.28%, while Fastly does not currently pay one. Clear Secure converts more of its revenue into profit, with a net margin of 12.1% 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 | FSLY | YOU |
|---|---|---|
| Share price | $24.96 | $42.89 |
| Market cap | $3.98B | $4.41B |
| 1-day change | -1.27% | +0.73% |
| YTD return | +148.33% | +21.38% |
| 1-year return | +207.17% | +37.80% |
| 5-year return | -43.68% | +5.53% |
| P/E ratio (TTM) | — | 28.79 |
| Forward P/E | 39.59 | 16.46 |
| EPS (TTM) | $-0.53 | $1.49 |
| Dividend yield | 0.00% | 1.28% |
| Annual dividend | $0.00 | $0.55 |
| Revenue (latest FY) | $624.02M | $900.78M |
| Revenue growth (YoY) | +14.78% | +16.91% |
| Net income (latest FY) | $-121.68M | $109.17M |
| Gross margin | 57.08% | — |
| Operating margin | -19.07% | 20.70% |
| Net margin | -19.50% | 12.12% |
| 52-week high | $34.82 | $69.07 |
| 52-week low | $7.74 | $29.44 |
| Distance from 52-week high | -28.32% | -37.90% |
| Analyst consensus | buy | none |
| Avg. price target upside | +11.78% | +39.12% |
| Average volume | 6.35M | 1.73M |
| Shares outstanding | 159.30M | 102.91M |
| Employees | 1,140 | 3,301 |
| 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 YOU by 169.4 percentage points over the past year.
- Clear Secure offers a meaningfully higher dividend yield (1.28% vs 0.00%).
- Clear Secure is more profitable, keeping 12.1 cents of every revenue dollar as net income versus -19.5 cents for Fastly.
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
About Clear Secure
YOU stock →Clear Secure, Inc. operates a secure identity platform under the CLEAR brand name primarily in the United States.
Technology · Computer Software: Prepackaged Software · 3,301 employees
FSLY vs YOU FAQ
Which is bigger, Fastly or Clear Secure?
Clear Secure (YOU) is larger, with a market capitalization of $4.41B compared with $3.98B for Fastly (FSLY).
Which stock has performed better over the past year, FSLY or YOU?
FSLY returned +207.17% over the past 12 months, compared with +37.80% for YOU (price return, excluding dividends). Past performance does not predict future results.
Which pays a higher dividend, Fastly or Clear Secure?
Clear Secure pays a dividend yielding 1.28%, while Fastly does not currently pay a regular dividend.
Are Fastly and Clear Secure in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.