FSLY (Fastly) Moat Score: 4/10 (As of Jun. 29, 2026)


FSLY Fastly Inc FSLY
59 GF Score
Price $17.11
GF Value $10.74
Valuation Significantly Overvalued
! 2 Warning Signs
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What is Fastly Moat Score?

Fastly FSLY +5.49% 59 Moat Score is 4 as of Jun. 29, 2026. GuruFocus rates FSLY with a GF Score™ of 59/100 and a GF Value™ of $10.74 (Significantly Overvalued). The stock has 2 warning signs investors should review. Among 2,844 Software companies, Fastly ranks better than 90.15% on this metric.

Fastly has the Moat Score of 4, which implies that the company might have Narrow Moat - Discernible but modest moat.

Fastly has Narrow Moat: Fastly has a discernible but modest moat due to its network effects and some customer switching costs in the CDN market. However, it faces intense competition and lacks the brand strength and intellectual property to secure a stronger moat.

Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more.

The company's Moat Score is based on these criteria:

1. Market leadership and sustainable market share
2. Network effects and significant customer switching costs
3. Valuable intellectual property and patents
4. Strong brand strength and deep customer loyalty
5. Durable cost advantages (e.g., economies of scale, proprietary technology)
6. Significant regulatory barriers and exclusive licenses
7. Superior distribution network
8. Strong and sustainable pricing power
9. Consistent and impactful innovation and R&D capabilities

Based on the research, GuruFocus believes Fastly might have Narrow Moat - Discernible but modest moat.

Fastly  (NAS:FSLY) Moat Score Explanation

The Moat Score ranges from 0 to 10, with 10 as the highest. GuruFocus divided Moat Score into following 8 categories:

Moat Score Moat Level
10Wide Moat - Exceptionally dominant and durable wide moat
8 - 9Wide Moat - Clear and robust wide moat
7Wide Moat - Entry-level wide moat, clearly possessing durable advantages
6Narrow Moat - Strong narrow moat, clearly distinguishable but not wide
5Narrow Moat - Solid narrow moat
4Narrow Moat - Discernible but modest moat
1 - 3No Moat - Very weak/transient advantages
0No Moat - No discernible moat

Fastly Moat Score Related Terms

FSLY vs PDFS, FRSH, WK: Moat Score Comparison

For the Software - Application subindustry, Fastly's Moat Score, along with its competitors' market caps and Moat Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

Fastly Moat Score vs Software Industry

For the Software industry and Technology sector, Fastly's Moat Score distribution charts can be found below:

* The bar in red indicates where Fastly's Moat Score falls into.


FSLY
59GF Score
Fastly Inc FSLY
Moat Score is just one metric. See GF Score™, valuation, warning signs, and more.
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Frequently Asked Questions Learn more about Moat Score →
What does a Moat Score of 4 mean?
Fastly (FSLY) has a Moat Score of 4 as of Jun. 29, 2026. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. According to the industry distribution chart, Fastly ranks #280 out of 2844 companies in the Software industry, placing it in the top 9.8%.
Is Fastly's Moat Score too high?
Fastly's current Moat Score is 4. Based on the distribution chart, Fastly ranks #280 out of 2844 companies in the Software industry, which is in the top quartile — a strong position relative to peers. Overall, Fastly has a GF Score™ of 59/100 and is considered Significantly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Fastly's Moat Score compare to PDFS and FRSH?
According to the Software industry distribution chart, Fastly ranks #280 out of 2844 companies for Moat Score. This places Fastly in the top 10% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Moat Score for a Software company?
A good Moat Score depends on the Software industry context. However, Moat Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Moat Score mean?
A high Moat Score can signal that a stock is expensive relative to its fundamentals. Moat Score is a ranking system developed by GuruFocus to assess a company's ability to sustain a competitive advantage, rated on a scale from 0 to 10. It takes into account key factors such as market leadership, cost advantages, network effects, customer switching costs, and more. Fastly's current Moat Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Fastly stock overvalued right now?
Based on GuruFocus' analysis, Fastly (FSLY) is currently considered Significantly Overvalued. The stock's GF Value™ is $10.74, compared to a current price of $17.11 — trading 59.3% above its estimated fair value. The current Moat Score is 4. Fastly's overall GF Score™ is 59/100 with 2 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Moat Score calculated?
Moat Score is calculated from a company's financial statements. For Fastly (FSLY), the current Moat Score is 4 as of Jun. 29, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Fastly (FSLY) Overvalued in 2026?

Based on GuruFocus' analysis, Fastly stock appears to be overvalued. The current stock price of $17.11 is trading 59.3% above its estimated GF Value™ of $10.74. GuruFocus considers Fastly to be Significantly Overvalued.

Key valuation signals for FSLY:

  • Moat Score: 4
  • GF Value™: $10.74 vs. price of $17.11 (59.3% above fair value)
  • GF Score™: 59/100 with 2 warning signs

No single metric tells the full story. See the FSLY stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Fastly Business Description

Address 475 Brannan Street, Suite 300, San Francisco, CA, USA, 94107
Fastly Inc is a cloud computing company that provides an edge cloud platform designed to deliver, secure, and optimize digital experiences over the internet. The company operates a unified platform that combines content delivery, edge computing, and security capabilities. Its services include content delivery networks, web and API protection, distributed denial of service mitigation, and real-time data processing at the edge. Its platform enables customers to improve the performance, scalability, and security of applications and digital content, and also supports cloud-native architectures, AI-driven workloads, and programmable edge computing solutions.
59GF Score

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Moat Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$17.11
Price
$10.74
GF Value