Elastic NV (ESTC)vsMicrosoft Corporation (MSFT)
ESTC
Elastic NV
$75.11
+7.38%
TECHNOLOGY · Cap: $6.84B
MSFT
Microsoft Corporation
$499.99
+0.03%
TECHNOLOGY · Cap: $3.66T
Smart Verdict
WallStSmart Research — data-driven comparison
Microsoft Corporation generates 18979% more annual revenue ($331.84B vs $1.74B). MSFT leads profitability with a 40.3% profit margin vs 21.1%. MSFT appears more attractively valued with a PEG of 1.52. MSFT earns a higher WallStSmart Score of 72/100 (B).
ESTC
Buy53
out of 100
Grade: C-
MSFT
Strong Buy72
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.4%
Fair Value
$169.15
Current Price
$75.11
$94.04 discount
Intrinsic value data unavailable for MSFT.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 21 of every $100 in revenue as profit
16.0% revenue growth
Mega-cap, among the largest globally
Every $100 of equity generates 30 in profit
Keeps 40 of every $100 in revenue as profit
Strong operational efficiency at 45.1%
Generating 15.8B in free cash flow
17.7% revenue growth
Areas to Watch
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -10.7% — below average capital efficiency
Expensive relative to growth rate
Moderate valuation
Trading at 8.4x book value
Comparative Analysis Report
WallStSmart ResearchBull Case : ESTC
The strongest argument for ESTC centers on Profit Margin, Revenue Growth. Profitability is solid with margins at 21.1% and operating margin at -3.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bull Case : MSFT
The strongest argument for MSFT centers on Market Cap, Return on Equity, Profit Margin. Profitability is solid with margins at 40.3% and operating margin at 45.1%. Revenue growth of 17.7% demonstrates continued momentum.
Bear Case : ESTC
The primary concerns for ESTC are EPS Growth, Piotroski F-Score, PEG Ratio.
Bear Case : MSFT
The primary concerns for MSFT are PEG Ratio, P/E Ratio, Price/Book.
Key Dynamics to Monitor
MSFT carries more volatility with a beta of 1.10 — expect wider price swings.
MSFT is growing revenue faster at 17.7% — sustainability is the question.
MSFT generates stronger free cash flow (15.8B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
MSFT scores higher overall (72/100 vs 53/100), backed by strong 40.3% margins and 17.7% revenue growth. ESTC offers better value entry with a 63.4% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Elastic NV
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Elastic NV, a search company, offers technology that enables users to search through structured and unstructured data for a variety of consumer and business applications. The company is headquartered in Mountain View, California.
Visit Website →Microsoft Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Microsoft Corporation is an American multinational technology company which produces computer software, consumer electronics, personal computers, and related services. Its best known software products are the Microsoft Windows line of operating systems, the Microsoft Office suite, and the Internet Explorer and Edge web browsers. Its flagship hardware products are the Xbox video game consoles and the Microsoft Surface lineup of touchscreen personal computers. Microsoft ranked No. 21 in the 2020 Fortune 500 rankings of the largest United States corporations by total revenue; it was the world's largest software maker by revenue as of 2016. It is considered one of the Big Five companies in the U.S. information technology industry, along with Google, Apple, Amazon, and Facebook.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
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