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Earnings transcript
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ESTC
Elastic N.V.
$85.64
6.39
(8.06%)
| Exchange: | NYSE |
| Market Cap: | 8.902B |
| Shares Outstanding: | 61.918M |
Delayed data
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Application | |||||
| CEO: | Ashutosh Kulkarni | |||||
| Full Time Employees: | 4019 | |||||
| Address: |
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| Website: | https://www.elastic.co |
Elastic N.V., a company specializing in search technologies, furnishes advanced solutions engineered to operate across public, private, and multi-cloud environments. Its flagship offering is the Elastic Stack, a comprehensive software suite designed to acquire, store, search, analyze, and visually present data from a multitude of sources and formats. The Elastic Stack incorporates several core components: Elasticsearch: A powerful, distributed engine for real-time search and analytics, which also functions as a flexible data store for various types of information, including text, numerical values, geospatial coordinates, and both structured and unstructured datasets. Kibana: Serving as the intuitive user interface, management console, and configuration hub for the entire Elastic Stack. Beats: Lightweight, single-purpose data shippers designed to forward data from edge devices to either Elasticsearch or Logstash. Elastic Agent: Provides integrated host security and centralized management capabilities. Logstash: An adaptable data processing pipeline created for ingesting data into Elasticsearch or other compatible storage systems. Furthermore, Elastic delivers specialized software solutions leveraging the Elastic Stack to address specific use cases such, application search, internal workplace search, comprehensive logging, performance metrics collection, application performance management (APM), and proactive synthetic monitoring. The company’s broader platform solutions introduce additional functionalities, enabling users to maximize the combined benefits of the Elastic Stack. Established in 2012, Elastic N.V. is headquartered in Mountain View, California.
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Revenue Segmentation
EPS
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Earnings Call
AI summary
Key takeaways
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Login — it's freeIncome Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Revenue | 1,267,321 | 1,483,296 | 1,739,331 |
| Gross Profit | 937,242 | 1,103,423 | 1,323,059 |
| EBITDA | -78,625 | 6,053 | 34,675 |
| Operating Income | -129,902 | -54,922 | -33,476 |
| Net Income | 61,720 | -108,114 | 367,766 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Total Assets | 2,242,566 | 2,592,853 | 3,152,676 |
| Total Liabilities | 1,504,381 | 1,665,619 | 1,876,176 |
| Total Stockholders Equity | 738,185 | 927,234 | 1,276,500 |
| Total Debt | 593,697 | 595,014 | 591,563 |
| Cash and Cash Equivalents | 540,397 | 727,543 | 770,498 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2024 | 2025 | 2026 |
|---|---|---|---|
| Operating Cash Flow | 148,762 | 266,168 | 326,894 |
| Capital Expenditure | -3,450 | -4,345 | -5,092 |
| Free Cash Flow | 145,312 | 261,823 | 321,802 |
| Net Income | 61,720 | -108,114 | 367,766 |
| Net Change in Cash | -103,551 | 188,125 | 39,284 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2030 | Research Access | Research Access | Research Access | Research Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,844,388.312 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (High) | 3,039,066.331 | Research Access | Research Access | Research Access | Research Access |
| Estimated Revenue (Avg) | 2,931,375.433 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Low) | 703,875.167 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (High) | 752,050.384 | Research Access | Research Access | Research Access | Research Access |
| Estimated Ebitda (Avg) | 725,401.087 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Low) | 471,779.961 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (High) | 514,145.031 | Research Access | Research Access | Research Access | Research Access |
| Estimated Net Income (Avg) | 490,709.788 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Low) | 1,616,958.662 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (High) | 1,727,627.908 | Research Access | Research Access | Research Access | Research Access |
| Estimated SGA Expense (Avg) | 1,666,408.513 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Avg) | 4.580 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (High) | 4.800 | Research Access | Research Access | Research Access | Research Access |
| Estimated EPS (Low) | 4.400 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated Revenue) | 5 | Research Access | Research Access | Research Access | Research Access |
| Number of Analysts (Estimated EPS) | 1 | Research Access | Research Access | Research Access | Research Access |
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Current Key Metrics
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Login — it's freeForward P/E Ratios
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Login — it's freeSWOT Analysis
Strengths (preview)
- Robust Revenue Growth: Elastic reported a 20% year-over-year revenue increase in Q4 Fiscal 2024, as highlighted in the earnings call transcript, reflecting strong demand for its services and effective market positioning within the software and technology sector.
- Innovation in Cloud and AI: The company has accelerated adoption of generative AI capabilities and sustained cloud growth, as noted in the earnings call summary, positioning Elastic as a forward-thinking player in emerging tech trends.
- Solid Financial Performance: Key metrics such as gross profit margin (TTM) and operating income from the income statement indicate operational efficiency, while positive free cash flow (from cash flow statements) supports financial stability and capacity for reinvestment.
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At what price to buy it? -
Intrinsic Value Calculator
Based on current fundamentals and analyst forecasts, MARKETSnap estimates ESTC intrinsic value between $20.56 – $21.02 per share. This depends on revenue growth, margins, and discount rate.
This is an automatic estimate. The most reliable way to know fair value for your own assumptions is to run the calculator below.
[intrinsic_calculator]
Common questions about ESTC valuation
Is Elastic N.V. (ESTC) overvalued or undervalued right now?
MARKETSnap estimates intrinsic value for Elastic N.V. (ESTC) using its proprietary valuation methodology, which incorporates discounted cash flow (DCF) analysis together with long-term earnings and fundamentals assumptions. By comparing intrinsic value to the current market price, long-term investors can see whether the stock screens as potentially overvalued, fairly valued, or undervalued today.
Is ESTC a buy, hold, or sell for long-term investors?
MARKETSnap does not give one-word “buy” or “sell” calls. Instead, it shows whether ESTC trades at a premium or discount to its estimated intrinsic value, how sensitive that value is to growth and margin assumptions, and how the stock fits into a diversified, long-term portfolio so investors can make their own buy, hold, or sell decision.
What is ESTC’s P/E ratio?
You can see ESTC’s trailing P/E (TTM) and forward P/E estimates in the Current Key Metrics and Forward P/E Ratios sections above. The P/E ratio compares the current share price to earnings per share and helps investors gauge valuation relative to earnings.
How is intrinsic value calculated for ESTC?
MARKETSnap uses its own valuation framework—not a generic spreadsheet DCF alone. Future cash flows and earnings are projected, discounted, and combined with MARKETSnap’s methodology so intrinsic value reflects fundamentals and long-term assumptions. You can run your own inputs and see the result using the Intrinsic Value Calculator above.
Is ESTC a good long-term investment?
Whether ESTC fits a long-term portfolio depends on your assumptions about growth, margins, and risk. MARKETSnap provides the metrics, intrinsic value calculator, and SWOT context so you can form your own view rather than rely on a single buy/sell rating.
ESTC
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Daily snapshot
8.06
Trading Metrics:
| Open: | 82.65 | Previous Close: | 79.25 | |
| Day Low: | 82 | Day High: | 85.77 | |
| Year Low: | 42.05 | Year High: | 96.07 | |
| Price Avg 50: | 66.97 | Price Avg 200: | 63.79 | |
| Volume: | 2.839M | Average Volume: | 2.049M |
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Login — it's freeESTC full analysis
Welcome to MARKETSNAP’s SWOT analysis for Elastic, a company that many of you might not be super familiar with, but one that’s making some serious waves in the tech space. If you’re a long-term investor looking for growth opportunities with a bit of edge, stick around because we’re diving deep into what makes Elastic tick, from their latest financials to the trends shaping their future. Let’s unpack their strengths, weaknesses, opportunities, and threats, while keeping an eye on what this…
