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Elastic N.V.
$56.95 +1.3%
· 5.85B
64.8
상승잠재력 점수

🏢 회사 소개

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. The company also provides Elastic search product a distributed, real-time vector database and analytics engine and data store for all types of data, including textual, numerical, geospatial, structured, and unstructured; Kibana, a user interface, management, and configuration interface for the platforms; Search & AI, a platform with retrieval algorithms and the ability to integrate with large language models; and elastic security, a security solution that provides unified protection to prevent, detect, and respond to threats. In addition, it offers Elastic Observability, a solution that brings unified datastore, including Logs analytics to search, analyze, and visualize petabytes of structured and unstructured logs; infrastructure monitoring to gain visibility across cloud, on-premises, Kubernetes, serverless, and hosts; Application Performance Monitoring to support native production-grade; digital experience monitoring; large language models; and Elastic Cloud, a cloud-based subscription offering such as Elastic Cloud Hosted and Elastic Cloud Serverless. The company was incorporated in 2012 and is based in Amsterdam, the Netherlands.

출처: Seeking Alpha Company Profile

📊 종합 점수 근거 — 64.8점

Quant 19.9 추정등급 9.7 성장 9.2 수익성 8.5 밸류 9.2 셀사이드 3.2 소형틸트 5.0

🏰 경제적 해자(Moat) 신호 수익성 A-

SA Profitability 지표 기반 — 높은 마진·자본수익률·지속성은 경쟁우위(해자)의 정량 근거
매출총이익률
가격 결정력·차별화
A-76.16%섹터 49.81%▲ 5Y대비 +3%
순이익률
최종 수익성
A21.14%섹터 6.00%
자기자본이익률(ROE)
자본 효율·경쟁우위
A33.38%섹터 7.42%
투하자본이익률(ROTC)
해자의 핵심 지표
C--1.17%섹터 4.64%
총자산이익률(ROA)
자산 효율
A11.67%섹터 3.27%
레버드 FCF 마진
현금 창출력
A26.55%섹터 10.66%▲ 5Y대비 +17%
자산회전율
자산 활용도
C+0.61x섹터 0.63x▼ 5Y대비 -7%

⭐ Quant 등급

Quant: BUY (3.98) 월가: BUY (4.06)
Quant 등급은 예측력 높은 지표에 가중을 둔 종합 정량평가. 아래 각 Factor 근거 참고.

📰 최신 뉴스 (동향)

출처: Seeking Alpha News

🧭 최신 분석 (강세·약세·해자 논거)

출처: Seeking Alpha Analysis · 헤드라인+등급(본문은 SA에서)

Factor별 근거 (지표 · 등급 · 종목값 vs 섹터중앙값)

B-

밸류 (Valuation)

D+ → C → B-
지표등급종목섹터중앙섹터대비
P/E Non-GAAP (TTM)B-21.8025.95
-16%
P/E Non-GAAP (FWD)B17.3524.48
-29%
P/E GAAP (TTM)A-16.4035.23
-53%
P/E GAAP (FWD)F228.6633.12
+590%
PEG GAAP (TTM)-NM0.88-
PEG Non-GAAP (FWD)B+0.871.38
-37%
EV / Sales (TTM)B-2.913.71
-22%
EV / Sales (FWD)B-2.543.39
-25%
EV / EBITDA (TTM)-NM19.90-
EV / EBITDA (FWD)B-13.4814.72
-8%
EV / EBIT (TTM)-NM27.51-
EV / EBIT (FWD)B13.5319.35
-30%
Price / Sales (TTM)C+3.413.64
-6%
Price / Sales (FWD)C+2.933.32
-12%
Price / Book (TTM)C4.624.24
+9%
Price / Book (FWD)B-3.804.87
-22%
Price / Cash Flow (TTM)C+17.8818.87
-5%
Price / Cash Flow (FWD)B14.6818.88
-22%
Dividend Yield (TTM)--1.13%-
B-

성장 (Growth)

B → B → B-
지표등급종목섹터중앙섹터대비
Revenue Growth (YoY)B17.26%11.49%
+50%
Revenue Growth (FWD)B-15.41%11.76%
+31%
EBITDA Growth (YoY)-NM14.98%-
EBITDA Growth (FWD)B-24.96%18.14%
+38%
EBIT Growth (YoY)-NM17.23%-
EBIT Growth (FWD)B26.87%20.68%
+30%
EPS Diluted Growth (YoY)-NM17.34%-
EPS Diluted Growth (FWD)B23.59%17.02%
+39%
EPS GAAP Growth (YoY)-NM13.34%-
EPS GAAP Growth (FWD)-NM17.45%-
EPS FWD Long Term Growth (3-5Y CAGR)C+19.85%18.65%
+6%
Levered FCF Growth (YoY)B25.75%8.25%
+212%
Free Cash Flow Per Share Growth Rate (FWD)B25.08%16.80%
+49%
Operating Cash Flow Growth (YoY)B-22.81%15.57%
+47%
Operating Cash Flow Growth (FWD)B25.25%17.01%
+48%
ROE Growth (YoY)-NM3.35%-
ROE Growth (FWD)D+-2.04%5.57%-
Working Capital Growth (YoY)D+-11.32%8.03%-
CAPEX Growth (YoY)C+17.19%13.89%
+24%
Dividend Per Share Growth (FWD)-NM5.94%-
1 Year Dividend Growth Rate (TTM)--4.77%-
A-

수익성 (Profitability)

B → B → A-
지표등급종목섹터중앙섹터대비
Gross Profit Margin (TTM)A-76.16%49.81%
+53%
EBIT Margin (TTM)C--1.82%7.54%-
EBITDA Margin (TTM)D+-1.65%12.01%-
Net Income Margin (TTM)A21.14%6.00%
+253%
Levered FCF Margin (TTM)A26.55%10.66%
+149%
Return on Common Equity (TTM)A33.38%7.42%
+350%
Return on Total Capital (TTM)C--1.17%4.64%-
Return on Total Assets (TTM)A11.67%3.27%
+257%
CAPEX / Sales (TTM)F0.29%2.34%
-87%
Asset Turnover Ratio (TTM)C+0.61x0.63x
-4%
Cash From Operations (TTM)B326.89M150.15M
+118%
Cash Per Share (TTM)A-7.342.36
+211%
Net Income Per Employee (TTM)A91.51K13.63K
+571%
C-

모멘텀 (Momentum)

D+ → D → C-
지표등급종목섹터중앙섹터대비
3M Price PerformanceC9.61%23.66%
-59%
6M Price PerformanceD+-26.93%6.21%-
9M Price PerformanceD+-34.57%-2.11%-
1Y Price PerformanceD+-31.92%12.86%-
B

추정 (Revisions)

B → A → B
↑1 상향 / ↓20 하향최근 90일 EPS 추정
서프라이즈 +0.05최근 분기 EPS
다음 실적 8/27/2026 (Post-Market)D-58

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데이터 출처: Seeking Alpha Quant·Factor · 생성 2026-06-30