Elastic N.V. (ESTC) vs SentinelOne (S)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
SentinelOne (S) has outperformed Elastic N.V. (ESTC) over the past year, gaining 46.7% versus a gain of 15.8%. Over five years, ESTC leads with a -45.8% price change compared with -57.5% for S. Elastic N.V. is the larger company by market cap ($9.77 billion vs $8.81 billion), about 1.1 times the size, while SentinelOne is growing revenue faster (+21.9% vs +17.3%).
On valuation, Elastic N.V. trades at a lower forward P/E (23.5x vs 54.9x for SentinelOne). Elastic N.V. converts more of its revenue into profit, with a net margin of 21.1% versus -45.0%.
Summary generated from market data by MetaCap's automated system. Methodology
Relative performance
Percent change in share price from the first common trading day shown; excludes dividends.
Head-to-head
| Metric | ESTC | S |
|---|---|---|
| Share price | $93.10 | $25.31 |
| Market cap | $9.77B | $8.81B |
| 1-day change | -1.59% | -1.90% |
| YTD return | +23.41% | +68.73% |
| 1-year return | +15.80% | +46.72% |
| 5-year return | -45.83% | -57.52% |
| P/E ratio (TTM) | 26.60 | — |
| Forward P/E | 23.54 | 54.91 |
| EPS (TTM) | $3.50 | $-1.01 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.74B | $1.00B |
| Revenue growth (YoY) | +17.26% | +21.89% |
| Net income (latest FY) | $367.77M | $-450.74M |
| Gross margin | 76.07% | 74.12% |
| Operating margin | -1.92% | -32.09% |
| Net margin | 21.14% | -45.02% |
| 52-week high | $108.00 | $26.34 |
| 52-week low | $42.05 | $11.81 |
| Distance from 52-week high | -13.80% | -3.89% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +18.89% | -3.28% |
| Average volume | 2.28M | 8.03M |
| Shares outstanding | 104.99M | 342.18M |
| Employees | 3,834 | 2,800 |
| Sector | Technology | Technology |
| Industry | Computer Software: Prepackaged Software | Computer Software: Prepackaged Software |
Highlighted cells mark the higher value for growth, returns, margins and yield, and the lower value for P/E ratios. Highlighting is a mechanical comparison, not a recommendation.
Key differences
- S has outperformed ESTC by 30.9 percentage points over the past year.
- Elastic N.V. is more profitable, keeping 21.1 cents of every revenue dollar as net income versus -45.0 cents for SentinelOne.
About Elastic N.V.
ESTC stock →Elastic N.V., a search artificial intelligence (AI) company, provides software platforms to run in hybrid, public or private clouds, and multi-cloud environments in the United States and internationally. It primarily offers Elasticsearch Platform, a set of software products that ingest and store data from various sources and formats, as well as performs search, analysis, and visualization on that data.
Technology · Computer Software: Prepackaged Software · 3,834 employees
About SentinelOne
S stock →SentinelOne, Inc. operates as a cybersecurity provider in the United States and internationally.
Technology · Computer Software: Prepackaged Software · 2,800 employees
ESTC vs S FAQ
Which is bigger, Elastic N.V. or SentinelOne?
Elastic N.V. (ESTC) is larger, with a market capitalization of $9.77B compared with $8.81B for SentinelOne (S).
Which stock has performed better over the past year, ESTC or S?
S returned +46.72% over the past 12 months, compared with +15.80% for ESTC (price return, excluding dividends). Past performance does not predict future results.
Are Elastic N.V. and SentinelOne in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.