Elastic N.V. (ESTC) vs Unity Software (U)
Head-to-head comparison of performance, valuation, growth, profitability and dividends. Prices delayed 15 minutes; data as of Oct 9, 2026.
Summary
Unity Software (U) has outperformed Elastic N.V. (ESTC) over the past year, gaining 25.5% versus a gain of 14.5%. Over five years, ESTC leads with a -44.6% price change compared with -67.5% for U. Unity Software is the larger company by market cap ($20.20 billion vs $10.00 billion), about 2.0 times the size, while Elastic N.V. is growing revenue faster (+17.3% vs +2.0%).
On valuation, Elastic N.V. trades at a lower forward P/E (24.1x vs 26.4x for Unity Software). Elastic N.V. converts more of its revenue into profit, with a net margin of 21.1% versus -21.8%.
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 | U |
|---|---|---|
| Share price | $95.26 | $45.89 |
| Market cap | $10.00B | $20.20B |
| 1-day change | +2.32% | +0.99% |
| YTD return | +26.27% | +3.89% |
| 1-year return | +14.50% | +25.45% |
| 5-year return | -44.57% | -67.45% |
| P/E ratio (TTM) | 27.22 | — |
| Forward P/E | 24.09 | 26.36 |
| EPS (TTM) | $3.50 | $-1.36 |
| Dividend yield | 0.00% | 0.00% |
| Annual dividend | $0.00 | $0.00 |
| Revenue (latest FY) | $1.74B | $1.85B |
| Revenue growth (YoY) | +17.26% | +2.01% |
| Net income (latest FY) | $367.77M | $-402.76M |
| Gross margin | 76.07% | 74.17% |
| Operating margin | -1.92% | -25.90% |
| Net margin | 21.14% | -21.78% |
| 52-week high | $108.00 | $52.15 |
| 52-week low | $42.05 | $16.78 |
| Distance from 52-week high | -11.80% | -12.00% |
| Analyst consensus | buy | strong_buy |
| Avg. price target upside | +16.20% | +7.63% |
| Average volume | 2.26M | 10.53M |
| Shares outstanding | 104.99M | 440.09M |
| Employees | 3,834 | 4,412 |
| 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
- Unity Software is about 2.0 times larger than Elastic N.V. by market value ($20.20B vs $10.00B).
- U has outperformed ESTC by 11.0 percentage points over the past year.
- Elastic N.V. is more profitable, keeping 21.1 cents of every revenue dollar as net income versus -21.8 cents for Unity Software.
- Elastic N.V. grew revenue faster in its latest fiscal year (+17.26% vs +2.01%).
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 Unity Software
U stock →Unity Software Inc. operates a platform to develop, deploy, and grow games and interactive experiences for mobile phones, PCs, consoles, and extended reality devices in the United States, China, Hong Kong, Taiwan, Europe, the Middle East, Africa, the Asia Pacific, Canada, and Latin America.
Technology · Computer Software: Prepackaged Software · 4,412 employees
ESTC vs U FAQ
Which is bigger, Elastic N.V. or Unity Software?
Unity Software (U) is larger, with a market capitalization of $20.20B compared with $10.00B for Elastic N.V. (ESTC).
Which stock has performed better over the past year, ESTC or U?
U returned +25.45% over the past 12 months, compared with +14.50% for ESTC (price return, excluding dividends). Past performance does not predict future results.
Are Elastic N.V. and Unity Software in the same industry?
Yes. Both are classified in the Computer Software: Prepackaged Software industry within the Technology sector.