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Earnings transcript
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ESTC
Elastic N.V.
$50.67
0.76
(1.52%)
[ms_data_label text=’Delayed data’]
| Exchange: | NYSE |
| Market Cap: | 5.244B |
| Shares Outstanding: | 61.918M |
About The Company
| Sector: | Technology | |||||
| Industry: | Software – Application | |||||
| CEO: | Ashutosh Kulkarni | |||||
| Full Time Employees: | 3403 | |||||
| Address: |
| |||||
| Website: | https://www.elastic.co |
Elastic N.V., a search company, delivers technology solutions designed to run in public or private clouds in multi-cloud environments. It primarily offers Elastic Stack, a set of software products that ingest and store data from various sources and formats, as well as perform search, analysis, and visualization. The company’s Elastic Stack product portfolio comprises Elasticsearch, a distributed, real-time search and analytics engine, and data store for various types of data, including textual, numerical, geospatial, structured, and unstructured; Kibana, a user interface, management, and configuration interface for the Elastic Stack; Beats, a single-purpose data shippers for sending data from edge machines to Elasticsearch or Logstash; Elastic Agent that offers integrated host protection and central management services; and Logstash, a data processing pipeline for ingesting data into Elasticsearch or other storage systems. It also provides software solutions on the Elastic Stack that address cases, including app search, workplace search, logging, metrics, application performance management, and synthetic monitoring. The company’s platform solutions provide new capabilities that helps users to combine the benefits of the Elastic Stack. The company was incorporated in 2012 and is headquartered in Mountain View, California.
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Revenue Segmentation
EPS
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Earnings Call
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Key takeaways
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Login — it's freeIncome Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Revenue | 1,068,989 | 1,267,321 | 1,483,296 |
| Gross Profit | 772,363 | 937,242 | 1,103,423 |
| EBITDA | -171,485 | -78,625 | 6,053 |
| Operating Income | -219,172 | -129,902 | -54,922 |
| Net Income | -236,161 | 61,720 | -108,114 |
(* All numbers are in thousands)
Balance Sheet
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Total Assets | 1,743,482 | 2,242,566 | 2,592,853 |
| Total Liabilities | 1,344,585 | 1,504,381 | 1,665,619 |
| Total Stockholders Equity | 398,897 | 738,185 | 927,234 |
| Total Debt | 594,234 | 593,697 | 595,014 |
| Cash and Cash Equivalents | 644,167 | 540,397 | 727,543 |
(* All numbers are in thousands)
Cash Flow Statement
| Year | 2023 | 2024 | 2025 |
|---|---|---|---|
| Operating Cash Flow | 35,662 | 148,762 | 266,168 |
| Capital Expenditure | -2,684 | -3,450 | -4,345 |
| Free Cash Flow | 32,978 | 145,312 | 261,823 |
| Net Income | -236,161 | 61,720 | -108,114 |
| Net Change in Cash | -216,997 | -103,551 | 188,125 |
(* All numbers are in thousands)
Analyst Estimates
| Fiscal Year | 2029 | Full Access | Full Access | Full Access | Full Access |
|---|---|---|---|---|---|
| Estimated Revenue (Low) | 2,498,957.930 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (High) | 2,570,275.664 | Full Access | Full Access | Full Access | Full Access |
| Estimated Revenue (Avg) | 2,539,144.487 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Low) | 493,646.329 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (High) | 507,734.497 | Full Access | Full Access | Full Access | Full Access |
| Estimated Ebitda (Avg) | 501,584.817 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Low) | 390,579.760 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (High) | 405,141.161 | Full Access | Full Access | Full Access | Full Access |
| Estimated Net Income (Avg) | 398,784.607 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Low) | 1,470,891.526 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (High) | 1,512,869.283 | Full Access | Full Access | Full Access | Full Access |
| Estimated SGA Expense (Avg) | 1,494,545.412 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Avg) | 3.850 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (High) | 3.910 | Full Access | Full Access | Full Access | Full Access |
| Estimated EPS (Low) | 3.770 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated Revenue) | 11 | Full Access | Full Access | Full Access | Full Access |
| Number of Analysts (Estimated EPS) | 5 | Full Access | Full Access | Full Access | Full 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.
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
1-day price chart preview. Log in for 1W through 5Y ranges and period tabs.
[ms_data_label text="Daily snapshot"]
1.52
Trading Metrics:
| Open: | [ms_cell_or_dash table='trading_quote' column='open'] | Previous Close: | [ms_cell_or_dash table='trading_quote' column='previousClose'] | |
| Day Low: | [ms_cell_or_dash table='trading_quote' column='dayLow'] | Day High: | [ms_cell_or_dash table='trading_quote' column='dayHigh'] | |
| Year Low: | 47.49 | Year High: | 96.07 | |
| Price Avg 50: | 57.69 | Price Avg 200: | 76.03 | |
| Volume: | 750065 | Average Volume: | 2.252M |
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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…
