Fastly Inc Class A
FSLY: XNAS (USA)
| Morningstar Rating for Stocks | Fair Value | Economic Moat | Capital Allocation |
|---|---|---|---|
| LOCK|.bHZCcR | LOCK|%k | LOCK|&LshGpZ |
Fastly Has Significant Room to Drive Security Penetration in the Coming Years
Business Strategy and Outlook
Fastly operates one of the largest independent content delivery networks in the world. The firm has differentiated itself through its modern architecture and approach to content delivery. However, operating a CDN is very challenging, and we don’t expect Fastly to generate excessive profitability from this business relative to its peers.
