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COMP vs FSLY
Which Stock Would AI Choose? Compass, Inc. (COMP) vs. Fastly, Inc. (FSLY) Stock Comparison
Key Takeaways
- COMP operates in real estate tech with steady revenue growth of 23% YoY in recent quarters but remains unprofitable, showing resilience amid housing market challenges.
- FSLY, an edge cloud platform provider, boasts explosive YTD gains over 180% driven by AI demand, record Q4 revenue up 23% YoY, and first non-GAAP profitable year.
- Recent market activity highlights FSLY's superior momentum with multi-month surges, while COMP exhibits volatility including an 11% single-day rally but softer longer-term returns.
- Valuation contrasts: COMP trades at lower P/S of 0.57x versus FSLY's 7.71x, reflecting growth expectations in tech versus real estate stability.
- Sector dynamics favor FSLY amid AI and edge computing tailwinds, while COMP benefits from real estate recovery signals like record sales volume.
Introduction
This stock comparison examines COMP and FSLY, two tech-enabled companies navigating distinct market landscapes: residential real estate brokerage and edge cloud infrastructure. Traders seeking growth in high-momentum tech plays may eye FSLY, while value-oriented investors tracking cyclical recovery might prefer COMP. In the current environment of AI-driven innovation and housing market stabilization, relative performance, sector exposure, and recent catalysts provide key insights for portfolio positioning and stock comparison analysis.
COMP Overview and Recent Performance
COMP (Compass, Inc.) delivers a technology platform for U.S. residential real estate, integrating CRM (customer relationship management), marketing, brokerage, and adjacent services like title and escrow. With a market cap around $5.4 billion, it operates in the real estate sector, focusing on agent productivity amid economic headwinds.
Recent market activity shows volatility, with shares rallying 11.4% on broad optimism and Zillow lawsuit dismissal, yet YTD returns at 31.55% trail longer-term benchmarks. Record 2025 sales volume of $262.2 billion underscores operational scale, while Q4 revenue hit $1.7 billion (up 23.1% YoY), outpacing market GTV growth. Organic transactions grew 5.6% versus industry 0.7%, boosting sentiment. However, negative margins (-0.84% profit margin) and high beta (2.63) highlight risks from interest rates and housing slowdowns.
FSLY Overview and Recent Performance
FSLY (Fastly, Inc.) provides an edge cloud platform for content delivery, security, and compute, serving global applications with low-latency performance. Market cap near $5 billion positions it in software/tech, emphasizing AI workloads and edge development.
In recent weeks, FSLY has surged, posting YTD returns over 180% and 1-year gains exceeding 400%, fueled by Q4 revenue of $172.6 million (up 23% YoY, beating estimates). Security revenue rose 32%, with record gross margins (64% non-GAAP) and first profitable non-GAAP year. Named a Forrester Leader in edge platforms, momentum ties to AI inference demand via tools like AI Accelerator. Despite profitability strides, net losses persist (-19.5% margin), with elevated P/S reflecting growth premium amid volatility.
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Head-to-Head Comparison
COMP’s brokerage model thrives on transaction volumes tied to real estate cycles, contrasting FSLY’s subscription-based edge cloud serving digital scalability. Growth drivers diverge: COMP leverages agent retention (97.3%) and GTV outperformance, while FSLY rides AI/edge tailwinds with 55% RPO (remaining performance obligations) growth.
Recent momentum favors FSLY’s explosive gains versus COMP’s mixed rallies. Risk profiles differ—COMP faces rate sensitivity (high beta 2.63), FSLY competition in cloud. Sector exposure: real estate stability for COMP versus tech volatility for FSLY. Sentiment tilts toward FSLY on innovation, though COMP offers cheaper entry (P/S 0.57x vs. 7.71x).
Tickeron AI Verdict
Tickeron’s AI currently favors FSLY due to stronger trend consistency in recent market activity, AI catalysts like edge platform leadership, and superior relative positioning with 180%+ YTD gains versus COMP’s cyclical exposure. While COMP shows stability in revenue growth, FSLY’s momentum and growth metrics suggest higher probability of outperformance in tech-favorable conditions.
Disclaimer
The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer. Disclaimers and Limitations
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is COMP is a StrongBuy and FSLY is a StrongBuy.
Long-Term Analysis
It is best to consider a long-term outlook for a ticker by using Fundamental Analysis (FA) ratings. The rating of 1 to 100, where 1 is best and 100 is worst, is divided into thirds. The first third (a green rating of 1-33) indicates that the ticker is undervalued; the second third (a grey number between 34 and 66) means that the ticker is valued fairly; and the last third (red number of 67 to 100) reflects that the ticker is undervalued. We use an FA Score to show how many ratings show the ticker to be undervalued (green) or overvalued (red).
COMP’s FA Score shows that 0 FA rating(s) are green whileFSLY’s FA Score has 0 green FA rating(s).
- COMP’s FA Score: 0 green, 5 red.
- FSLY’s FA Score: 0 green, 5 red.
Short-Term Analysis
It is best to consider a short-term outlook for a ticker by using Technical Analysis (TA) indicators. We use Odds of Success as the percentage of outcomes which confirm successful trade signals in the past.
If the Odds of Success (the likelihood of the continuation of a trend) for each indicator are greater than 50%, then the generated signal is confirmed. A green percentage from 90% to 51% indicates that the ticker is in a bullish trend. A red percentage from 90% - 51% indicates that the ticker is in a bearish trend. All grey percentages are below 50% and are considered not to confirm the trend signal.
COMP’s TA Score shows that 4 TA indicator(s) are bullish while FSLY’s TA Score has 2 bullish TA indicator(s).
- COMP’s TA Score: 4 bullish, 4 bearish.
- FSLY’s TA Score: 2 bullish, 5 bearish.
Price Growth
COMP (@Real Estate Development) experienced а +13.89% price change this week, while FSLY (@Packaged Software) price change was -4.41% for the same time period.
The average weekly price growth across all stocks in the @Real Estate Development industry was +1.36%. For the same industry, the average monthly price growth was +2.31%, and the average quarterly price growth was -12.52%.
The average weekly price growth across all stocks in the @Packaged Software industry was +0.01%. For the same industry, the average monthly price growth was -3.28%, and the average quarterly price growth was +15.15%.
Reported Earning Dates
COMP is expected to report earnings on Aug 10, 2026.
FSLY is expected to report earnings on Aug 05, 2026.
Industries' Descriptions
@Real Estate Development (+1.36% weekly)Activities range from the renovation and re-lease of existing buildings to the purchase of raw land and the sale of developed land or parcels to others. Demand for land development business is driven by GDP growth, employment rates, interest rates, and access to/cost of capital. For individual companies in this industry, proper cost estimation and successful bidding play critical roles in their profitability. Large companies could potentially have greater access to capital, while smaller companies can specialize in a specific geographic area or market niche. CBRE Group, VICI Properties Inc and Brookfield Property Partners L.P. are some of the large companies in this industry.
@Packaged Software (+0.01% weekly)Packaged software comprises multiple software programs bundled together and sold as a group. For example, Microsoft Office includes multiple applications such as Excel, Word, and PowerPoint. In some cases, buying a bundled product is cheaper than purchasing each item individually[s20] . Microsoft Corporation, Oracle Corp. and Adobe are some major American packaged software makers.
| COMP | FSLY | COMP / FSLY | |
| Capitalization | 8.52B | 2.68B | 318% |
| EBITDA | -105.2M | -20.6M | 511% |
| Gain YTD | 7.852 | 59.332 | 13% |
| P/E Ratio | 489.00 | N/A | - |
| Revenue | 8.31B | 653M | 1,273% |
| Total Cash | 484M | 330M | 147% |
| Total Debt | 4.07B | 398M | 1,023% |
FSLY | ||
|---|---|---|
OUTLOOK RATING 1..100 | 28 | |
VALUATION overvalued / fair valued / undervalued 1..100 | 34 Fair valued | |
PROFIT vs RISK RATING 1..100 | 100 | |
SMR RATING 1..100 | 95 | |
PRICE GROWTH RATING 1..100 | 43 | |
P/E GROWTH RATING 1..100 | 100 | |
SEASONALITY SCORE 1..100 | 50 |
Tickeron ratings are formulated such that a rating of 1 designates the most successful stocks in a given industry, while a rating of 100 points to the least successful stocks for that industry.
| COMP | FSLY | |
|---|---|---|
| RSI ODDS (%) | 2 days ago 88% | N/A |
| Stochastic ODDS (%) | 2 days ago 87% | 2 days ago 87% |
| Momentum ODDS (%) | 2 days ago 81% | 2 days ago 88% |
| MACD ODDS (%) | 2 days ago 88% | 2 days ago 90% |
| TrendWeek ODDS (%) | 2 days ago 82% | 2 days ago 85% |
| TrendMonth ODDS (%) | 2 days ago 79% | 2 days ago 84% |
| Advances ODDS (%) | 2 days ago 82% | 9 days ago 81% |
| Declines ODDS (%) | 19 days ago 83% | 2 days ago 86% |
| BollingerBands ODDS (%) | 2 days ago 74% | 2 days ago 90% |
| Aroon ODDS (%) | N/A | 2 days ago 86% |
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