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BDC vs FSLY

BDC
Belden Inc.
NEUTRAL
Price
$115.26
Market Cap
$4.57B
Sector
Technology
AI Confidence
68%
FSLY
Fastly, Inc.
BEARISH
Price
$29.46
Market Cap
$4.47B
Sector
Technology
AI Confidence
85%

Valuation

P/E Ratio
BDC
21.07
FSLY
--
Forward P/E
BDC
14.79
FSLY
80.91
P/B Ratio
BDC
3.65
FSLY
4.8
P/S Ratio
BDC
1.72
FSLY
7.17
EV/EBITDA
BDC
13.14
FSLY
-71.69

Profitability

Gross Margin
BDC
38.28%
FSLY
57.08%
Operating Margin
BDC
10.87%
FSLY
-8.74%
Profit Margin
BDC
8.57%
FSLY
-19.5%
ROE
BDC
18.41%
FSLY
-12.84%
ROA
BDC
5.75%
FSLY
-5.02%

Growth

Revenue Growth
BDC
6.6%
FSLY
22.8%
Earnings Growth
BDC
8.5%
FSLY
--

Financial Health

Debt/Equity
BDC
1.13
FSLY
0.46
Current Ratio
BDC
1.99
FSLY
2.61
Quick Ratio
BDC
1.23
FSLY
2.47

Dividends

Dividend Yield
BDC
0.17%
FSLY
--
Payout Ratio
BDC
3.56%
FSLY
0.0%

AI Verdict

BDC NEUTRAL

Belden Inc. (BDC) shows a mixed financial profile with a weak Piotroski F-Score of 4/9 indicating marginal financial health, and no available Altman Z-Score limits distress risk assessment. The stock trades above its Graham Number of $62.37 at $115.26, but below the analyst target of $144.40, suggesting growth expectations are priced in. Solid ROE of 18.41% and consistent earnings beats support quality, but bearish insider activity and weak technical trend weigh negatively. Relative to peers, BDC appears reasonably valued with stable growth, though elevated debt and lack of key financial data constrain confidence.

Strengths
Strong historical earnings performance with 22 out of 25 quarters beating estimates, including several double-digit surprises
High ROE of 18.41% indicating efficient use of shareholder equity
Solid operating margins at 10.87% and gross margins at 38.28%, above sector averages
Risks
Piotroski F-Score of 4/9 indicates weak to stable financial health, raising concerns about balance sheet and operational efficiency trends
Debt/Equity ratio of 1.13 is above sector average of 0.70, increasing financial risk
Bearish insider sentiment with $2.24M in net insider selling over the last 6 months
FSLY BEARISH

Fastly exhibits severe fundamental weakness, highlighted by a Piotroski F-Score of 2/9, indicating poor financial health. Despite a massive 407.9% one-year price surge, the stock is trading at a significant premium with a Forward P/E of 80.91 and a current price ($29.46) nearly 84% above the analyst target price of $16.00. Heavy insider selling and a bearish technical trend suggest that the recent price action is speculative rather than fundamentally driven. The company remains unprofitable with a -19.50% profit margin, making the current valuation unsustainable.

Strengths
Strong revenue growth of 22.80% YoY
Healthy liquidity with a Current Ratio of 2.61
Solid Gross Margin of 57.08%
Risks
Extreme valuation divergence (Price $29.46 vs Target $16.00)
Weak financial health as evidenced by Piotroski F-Score of 2/9
Persistent negative profitability (Profit Margin -19.50%)

Compare Another Pair

BDC vs FSLY: Head-to-Head Comparison

This page compares Belden Inc. (BDC) and Fastly, Inc. (FSLY) across key fundamental metrics including valuation ratios, profitability margins, growth rates, financial health indicators, and dividend metrics. Each metric highlights the better-performing stock so you can quickly identify relative strengths and weaknesses.

Our AI engine independently analyzes each company's financials, competitive position, and market conditions to produce a verdict (Bullish, Neutral, or Bearish) along with key strengths and risks. Use this comparison alongside your own research to make informed investment decisions.

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