FSLY growth re-acceleration and valuation discount make it a possible small-cap addition.

And then the one from Fastly, which looks pretty similar.

Fastly, also kind of more of a next-gen CDN service. Also lots of various products in here: the basic CDN, cybersecurity, some compute products as well. They're getting a bit into compute, allowing customers to perform some compute directly at the network edge, and then observability, which we've talked about before.

So I started with Cloudflare, then Akamai, and then Fastly, and here they are. We've got some financial breakdowns of each, and this is pretty wild. Cloudflare now trading at over $110 billion market cap, compared to the far older, more mature, and frankly much larger by revenue company, Akamai, at just under $18 billion, and then the small upstart at under $5 billion, Fastly.

Fastly has re-accelerated as of late, which is fantastic if you've been a long-suffering Fastly shareholder. Accelerated back over 20%.

And you can see it already in the free cash flow margin at 14% over the last twelve-month period, 22% for Akamai and Fastly at just shy of 7.5%, though that is also probably going to be improving here, as they pick up some steam again.

Do we allocate to Fastly, which is trading at a relative discount? Maybe. Some pretty healthy growth happening at Fastly again. Maybe this is one worth adding to a small cap, small bets basket.