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Stock comparison · Signal date 2026-11-06

FSLY vs SPSC: stock comparison and AI forecast

Fastly, Inc. (FSLY) and Sps Commerce Inc (SPSC) compared on price performance, valuation, profitability and the daily AI forecast. · Alpha · vs market

Share
Nasdaq · Services-Prepackaged Software

FSLY Fastly, Inc.

Market Cap
$2.52B
P/E Ratio
–
Size
mid-cap
AI Forecast
Full analysis →
Nasdaq · Services-Prepackaged Software

SPSC Sps Commerce Inc

Market Cap
$2.93B
P/E Ratio
39.0x
Size
mid-cap
AI Forecast
Full analysis →
Model output

Which one does the AI model favor?

Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.

FSLY · SPSC

Key facts

  • SPSC is 1.2 times larger than FSLY by market capitalization ($2.93B against $2.52B).
  • SPSC turns 10.7% of its revenue into net income, against -8.7% for FSLY.
  • FSLY carries 0.54 times debt per unit of equity, against 0.21 times for SPSC.
  • Both companies share the SEC industry classification Services-Prepackaged Software.
Fundamentals

Fundamentals side by side

Trailing twelve months.

Valuation & Market

MetricFSLYSPSC
Market Cap$2.52B$2.93B
P/E Ratio–38.95x
P/B Ratio2.52x3.14x
EPS$-0.70$2.12
Book Value/Share$6.30$26.32
Revenue/Share$4.51$22.02
FCF/Share$0.36$5.72

Profitability & Margins

MetricFSLYSPSC
ROE-6.3%8.9%
ROA-4.1%7.3%
ROIC-4.7%11.0%
Gross Margin62.6%70.2%
Operating Margin-9.0%13.8%
Net Margin-8.7%10.7%
EBT Margin-9.2%14.6%
Tax Rate5.5%26.9%

Financial Health

MetricFSLYSPSC
Current Ratio3.07x2.25x
D/E Ratio0.54x0.21x
Financial Leverage1.54x1.21x
Interest Coverage-3.5x112.0x
Working Capital$342M$193M

Cash Flow

MetricFSLYSPSC
Operating Cash Flow$131M$232M
Free Cash Flow$57M$203M
Capital Spending-$74M-$29M
OCF Growth YoY69.1%33.5%
FCF Growth YoY5.7%36.5%
FCF/Sales7.9%26.0%
CapEx/Sales10.3%3.7%

Operational Efficiency

MetricFSLYSPSC
Asset Turnover0.47x0.69x
Receivables Turnover6.2x11.8x
Fixed Assets Turnover3.2x17.8x
Days Sales Outstanding59 days31 days
Payables Period24 days16 days

Income Statement

MetricFSLYSPSC
Total Revenue$719M$780M
Operating Income-$65M$108M
Net Income-$63M$83M
R&D Expense$168M$68M
SG&A Expense$648M$449M
Cost of Goods Sold$269M$232M

Dividend & Shareholder Information

MetricFSLYSPSC
Shares Outstanding159M35M
Net Income Growth–-2.3%
EPS Growth–-18.8%
FAQ

FSLY vs SPSC: stock comparison and AI forecast

Which is bigger, FSLY or SPSC?

SPSC is 1.2 times larger than FSLY by market capitalization ($2.93B against $2.52B).

Which one does Intratio's AI model rank higher, FSLY or SPSC?

Intratio's model scores both stocks every trading day. Sign in to see their current direction; the exact ratings and forecasts come with a plan or a free follow slot.

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This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.