Elastic N.V. (ESTC) vs SailPoint (SAIL)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 8, 2026.
Summary
Elastic N.V. (ESTC) has outperformed SailPoint (SAIL) over the past year, gaining 15.8% versus a loss of 11.0%. SailPoint is the larger company by market cap ($11.18 billion vs $9.77 billion), about 1.1 times the size. On valuation, Elastic N.V. trades at a lower forward P/E (23.5x vs 48.6x for SailPoint).
Elastic N.V. converts more of its revenue into profit, with a net margin of 21.1% versus -25.2%.
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 | SAIL |
|---|---|---|
| Share price | $93.10 | $19.58 |
| Market cap | $9.77B | $11.18B |
| 1-day change | -1.59% | -1.66% |
| YTD return | +23.41% | -3.21% |
| 1-year return | +15.80% | -11.00% |
| 5-year return | -45.83% | — |
| P/E ratio (TTM) | 27.06 | — |
| Forward P/E | 23.54 | 48.62 |
| EPS (TTM) | $3.44 | $-0.33 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.74B | $1.07B |
| Revenue growth (YoY) | +17.26% | +24.35% |
| Net income (latest FY) | $367.77M | $-270.05M |
| Gross margin | 76.07% | 64.47% |
| Operating margin | -1.92% | -28.70% |
| Net margin | 21.14% | -25.21% |
| 52-week high | $108.00 | $23.89 |
| 52-week low | $42.05 | $10.30 |
| Distance from 52-week high | -13.80% | -18.04% |
| Analyst consensus | buy | buy |
| Avg. price target upside | +18.89% | +8.27% |
| Average volume | 2.28M | 4.22M |
| Shares outstanding | 104.99M | 570.91M |
| Employees | 3,834 | 3,229 |
| 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
- ESTC has outperformed SAIL by 26.8 percentage points over the past year.
- Elastic N.V. is more profitable, keeping 21.1 cents of every revenue dollar as net income versus -25.2 cents for SailPoint.
- SailPoint grew revenue faster in its latest fiscal year (+24.35% vs +17.26%).
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 SailPoint
SAIL stock →SailPoint, Inc. delivers solutions to enable identity security for the enterprise in the Americas, Europe, the Middle East, Africa, the Asia-Pacific, and internationally.
Technology · Computer Software: Prepackaged Software · 3,229 employees
ESTC vs SAIL FAQ
Which is bigger, Elastic N.V. or SailPoint?
SailPoint (SAIL) is larger, with a market capitalization of $11.18B compared with $9.77B for Elastic N.V. (ESTC).
Which stock has performed better over the past year, ESTC or SAIL?
ESTC returned +15.80% over the past 12 months, compared with -11.00% for SAIL (price return, excluding dividends). Past performance does not predict future results.
Are Elastic N.V. and SailPoint in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.