LIVE
DOCN
DigitalOcean Holdings, Inc. · Technology
$173.27
+15.50% this month
VERSUS
⟷
COMPARE
FSLY
Fastly, Inc. · Technology
$17.90
+9.41% this month
Scoreboard verdict
Across AI score, momentum, valuation, upside, operating margin
DOCN
2
FSLY
2
Comparison scoreboard
MIXED SETUPAI Score
DOCN ✓50.6
FSLY 24.7
1Y Return
DOCN ✓+523.05%
FSLY +163.24%
Fwd P/E
DOCN 98.60
FSLY ✓45.37
Target Up.
DOCN +3.17%
FSLY ✓+34.70%
Op. Margin
DOCN N/A
FSLY N/A
Metrics last refreshed: 6/20/2026
Quick take
DOCN vs FSLY Stock Comparison: AI Score, Valuation, Performance and Upside
DigitalOcean and Fastly are both mid-size cloud infrastructure companies facing competitive pressure from larger platforms, but in different market segments. DigitalOcean serves SMB compute; Fastly serves enterprise CDN/edge. Both face headwinds — DigitalOcean from declining NRR and Fastly from CDN commoditization. Neither is executing at the level that justifies a strong conviction investment over their larger rivals.
DOCN and FSLY are both challenged cloud infrastructure companies competing in markets being pressured by large cloud incumbents — investors must identify specific catalysts (GPU cloud for DOCN, security/edge computing for FSLY) that can differentiate them.
Live analysis · updated 6/20/2026
DOCN and FSLY are closely matched — they split the tracked metrics evenly. DOCN has delivered stronger 1-year price return (+523.05% vs +163.24%), though FSLY trades at the lower forward P/E (45.37x vs 98.60x). Analyst consensus implies meaningfully more upside for FSLY (+34.70%) than for DOCN (+3.17%).
Normalized 1Y performance
DOCN
FSLY
Recent returns
DOCN
FSLY
Analyst price targets & sentiment
DOCN · 13 analysts
STRONG BUYHOLDSTRONG SELL
Buy (1.7/5.0)
Price target range
analyst low$135.00
analyst high$200.00
analyst mean$178.77
current price$173.27
+3.2% upside to analyst mean
FSLY · 9 analysts
STRONG BUYHOLDSTRONG SELL
Buy (2.5/5.0)
Price target range
analyst low$18.00
analyst high$32.00
analyst mean$24.11
current price$17.90
+34.7% upside to analyst mean
Who should consider this stock?
DOCN may suit investors who:
- →believe GPU cloud via Paperspace will be a meaningful growth driver for SMB AI workloads
- →value DigitalOcean's improving profitability profile as a path to sustained free cash flow
- →want cloud infrastructure at a more modest valuation versus larger cloud players
- →are comfortable with modest single-digit growth expectations in the near term
FSLY may suit investors who:
- →believe Fastly's real-time edge architecture is a durable differentiator versus caching CDNs
- →see Compute@Edge as a platform for growing beyond commodity CDN revenue
- →want enterprise CDN exposure with media, streaming, and e-commerce customer relationships
- →are comfortable with ongoing losses while waiting for scale to drive profitability
Performance & AI score
| Metric | DOCN | FSLY |
|---|---|---|
| AI score | 50.6 | 24.7 |
| AI rank | #427 | #3020 |
| Latest close | $173.27 | $17.90 |
| 1M return | +15.50% | +9.41% |
| 6M return | +294.69% | +78.82% |
| 1Y return | +523.05% | +163.24% |
$10,000 invested — hypothetical growth (dividends reinvested)
How much would $10,000 be worth today if invested at the start of each period, with all dividends reinvested?
| Period | DOCN | FSLY |
|---|---|---|
| 1Y ago | $62.3K (+523.0%) started 2025-06-18 | $26.32K (+163.2%) started 2025-06-18 |
| 5Y ago | $36.87K (+268.7%) started 2021-06-18 | $3.14K (-68.6%) started 2021-06-18 |
| 10Y ago | $40.77K (+307.7%) started 2021-03-24 | $7.46K (-25.4%) started 2019-05-17 |
Hypothetical — past performance does not guarantee future results.
Valuation & upside potential
| Metric | DOCN | FSLY |
|---|---|---|
| Market cap | $18.08B | $2.8B |
| Trailing P/E | 76.00 | N/A |
| Forward P/E | 98.60 | 45.37 |
| Price/Sales | 19.06 | 4.29 |
| EV/Revenue | 19.97 | 4.27 |
| Analyst target | $178.77 | $24.11 |
| Target upside | +3.17% | +34.70% |
Growth, profitability & risk
| Metric | DOCN | FSLY |
|---|---|---|
| Revenue growth | 22.40% | 19.80% |
| Earnings growth | -61.70% | N/A |
| EPS growth | -61.70% | N/A |
| FCF margin | +16.61% | +17.90% |
| Operating margin | N/A | N/A |
| Profit margin | 24.96% | -15.79% |
| ROIC proxy | 70.00% | -10.66% |
| Return on equity | 70.00% | -10.66% |
| Dividend yield | 0.00% | 0.00% |
| Beta | 1.57 | 0.35 |
| Debt/equity | 169.95 | 40.70 |
| Current ratio | 1.46 | 3.00 |
| Quick ratio | 1.31 | 2.82 |
Drawdown & downside risk
Lower drawdown and smaller single-period drops generally indicate a smoother ride, though they do not guarantee lower future risk.
1Y risk snapshot
DOCN max drawdown24.11%
FSLY max drawdown51.28%
DOCN max wkly drop20.42%
FSLY max wkly drop42.00%
5Y risk snapshot
DOCN max drawdown84.78%
FSLY max drawdown91.81%
DOCN max wkly drop29.16%
FSLY max wkly drop42.00%
10Y risk snapshot
DOCN max drawdown84.78%
FSLY max drawdown96.12%
DOCN max wkly drop29.16%
FSLY max wkly drop42.00%
Performance metrics by period
| Period | Metric | DOCN | FSLY |
|---|---|---|---|
| 1Y | Growth | +523.05% | +163.24% |
| CAGR | +523.83% | +163.41% | |
| Sharpe ratio | 2.58 | 1.32 | |
| Max drawdown | 24.11% | 51.28% | |
| Max daily drop | 13.28% | 38.23% | |
| Max wkly drop | 20.42% | 42.00% | |
| 5Y | Growth | +268.66% | -68.57% |
| CAGR | +29.82% | -20.67% | |
| Sharpe ratio | 0.66 | 0.11 | |
| Max drawdown | 84.78% | 91.81% | |
| Max daily drop | 24.79% | 38.23% | |
| Max wkly drop | 29.16% | 42.00% | |
| 10Y | Growth | +307.69% | -25.39% |
| CAGR | +30.80% | -4.05% | |
| Sharpe ratio | 0.67 | 0.34 | |
| Max drawdown | 84.78% | 96.12% | |
| Max daily drop | 24.79% | 38.23% | |
| Max wkly drop | 29.16% | 42.00% |
Business comparison
| Category | DOCN | FSLY |
|---|---|---|
| Company | DigitalOcean Holdings, Inc. | Fastly, Inc. |
| Sector | Technology | Technology |
| Industry | N/A | N/A |
| Core business | DigitalOcean provides simplified cloud infrastructure to developers, startups, and SMBs, competing with AWS and Azure on simplicity and price transparency. Its platform spans Droplets (VMs), Spaces (object storage), Kubernetes, managed databases, and GPU cloud via Paperspace. | Fastly is an edge cloud platform providing CDN, real-time streaming, image optimization, and security services to enterprise customers. Unlike traditional CDNs that rely on caching, Fastly's real-time streaming architecture purges and refreshes content instantly — a key differentiator for media, e-commerce, and news sites with frequently changing content. Its Compute@Edge platform provides serverless execution at the CDN edge. |
| Investor focus | Investors track ARPU growth, net revenue retention, customer count, and operating margin as DigitalOcean works to sustain growth against SMB cloud market headwinds. | Investors track net revenue retention (dependent on customer traffic volumes), large enterprise customer spending, security product adoption, and gross margin as the company transitions toward more software-like revenue. |
DOCN strengths
- →Simplest cloud experience in the market targeted at time-constrained developers and SMBs
- →GPU cloud via Paperspace acquisition serves the growing SMB AI workload demand
- →Improving free cash flow generation as the business matures toward profitability
FSLY strengths
- →Real-time edge architecture differentiates Fastly from traditional caching CDNs
- →Enterprise customer base including major media companies provides sticky high-value relationships
- →Compute@Edge serverless platform provides a higher-value-added layer above pure CDN
Risks to watch — DOCN
- →Net revenue retention declining — existing customers not expanding spend at historical rates
- →Limited enterprise exposure makes DOCN sensitive to startup/SMB sector funding cycles
- →Competition from large clouds making developer experience a priority
Risks to watch — FSLY
- →CDN market is highly commoditized — Cloudflare, AWS CloudFront, and Akamai compete aggressively on price
- →Revenue is volume-based (customer traffic) making it volatile quarter to quarter
- →Persistent net losses and cash burn without a clear path to sustained profitability
Frequently asked questions
Free public comparison
Want deeper AI forecasts?
This comparison page is public and free forever. Subscribers can unlock saved watchlists, full AI rankings, detailed forecasts, and interactive analysis tools.
Related comparisons
More comparisons
Browse all 1,000 comparisons →