Elastic NV (ESTC)vsSnowflake Inc. (SNOW)
ESTC
Elastic NV
$89.22
-0.55%
TECHNOLOGY · Cap: $9.13B
SNOW
Snowflake Inc.
$336.59
-0.83%
TECHNOLOGY · Cap: $116.07B
Smart Verdict
WallStSmart Research — data-driven comparison
Snowflake Inc. generates 202% more annual revenue ($5.43B vs $1.80B). ESTC leads profitability with a 20.8% profit margin vs -20.1%. ESTC appears more attractively valued with a PEG of 4.17. ESTC earns a higher WallStSmart Score of 50/100 (C-).
ESTC
Buy50
out of 100
Grade: C-
SNOW
Avoid33
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$170.07
Current Price
$89.22
$80.85 discount
Margin of Safety
+56.0%
Fair Value
$406.56
Current Price
$336.59
$69.97 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 21 of every $100 in revenue as profit
15.1% revenue growth
Revenue surging 35.1% year-over-year
Large-cap with strong market position
Areas to Watch
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -10.7% — below average capital efficiency
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Expensive relative to growth rate
Comparative Analysis Report
WallStSmart ResearchBull Case : ESTC
The strongest argument for ESTC centers on Profit Margin, Revenue Growth. Profitability is solid with margins at 20.8% and operating margin at -0.6%. Revenue growth of 15.1% demonstrates continued momentum.
Bull Case : SNOW
The strongest argument for SNOW centers on Revenue Growth, Market Cap. Revenue growth of 35.1% demonstrates continued momentum.
Bear Case : ESTC
The primary concerns for ESTC are EPS Growth, Piotroski F-Score, PEG Ratio.
Bear Case : SNOW
The primary concerns for SNOW are EPS Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
ESTC profiles as a growth stock while SNOW is a hypergrowth play — different risk/reward profiles.
SNOW carries more volatility with a beta of 1.33 — expect wider price swings.
SNOW is growing revenue faster at 35.1% — sustainability is the question.
ESTC generates stronger free cash flow (131M), providing more financial flexibility.
Bottom Line
ESTC scores higher overall (50/100 vs 33/100), backed by strong 20.8% margins and 15.1% revenue growth. SNOW offers better value entry with a 56.0% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Elastic NV
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Elastic NV, a search company, offers technology that enables users to search through structured and unstructured data for a variety of consumer and business applications. The company is headquartered in Mountain View, California.
Visit Website →Snowflake Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Snowflake Inc. provides a cloud-based data platform in the United States and internationally. The company is headquartered in San Mateo, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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