FISV vs FSLY
Fiserv vs Fastly, Inc. — AI-powered side-by-side comparison
VS
FSLY
Fastly, Inc.
59
Watch
| Metric | FISV | FSLY |
|---|
| AI Score |
69
|
59
|
| Price |
$52.70
|
$28.75
|
| P/E Ratio |
10.10×
|
-54.30×
|
| ROE |
13.5%
|
-13.1%
|
| Revenue Growth YoY |
—
|
—
|
| Gross Margin |
47.2%
|
61.5%
|
| Debt / Equity |
1.04×
|
0.40×
|
| Dividend Yield |
0.0%
|
0.0%
|
| RSI (14) |
43.1
|
76.3
|
| Beta |
0.819
|
0.343
|
| Expected Upside |
+23.5%
|
—
|
AI Committee View
Current Innellis committee reasoning for FISV versus FSLY.
FISV leads by 10 points.
FISV scores 69/100 (Buy) versus FSLY at 59/100 (Watch).
FISV Committee View
75% agreement
4 analysts
The primary driver is quarter-over-quarter growth rate is accelerating, not just positive. The main limiting factor is macd histogram negative -- bearish momentum. The committee is constructive but not yet at full conviction.
Bull Case
- Quarter-over-quarter growth rate is ACCELERATING, not just positive — Growth
- VIX regime is low -- calm backdrop supports risk-taking — Macro
- Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
- MACD histogram negative -- bearish momentum — Technical
FSLY Committee View
67% agreement
6 analysts
The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 48.5% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.
Bull Case
- Price structure making higher highs and higher lows — Technical
- MACD histogram positive -- bullish momentum — Technical
- Weekly trend (uptrend) confirms the daily trend -- multi-timeframe agreement — Technical
Bear Case
- ROE of only -8.5% -- cheap may mean cheap for a reason — Value
- RSI at 76 is in overbought territory — Technical
- Price trading above the upper Bollinger Band -- stretched — Technical