Head to Head

AVAV vs ESTC: which is the better buy in 2026?

On Alexandria's Compass, Elastic N.V. has the edge with a 88/100 score versus 86/100 for AVAV. Here is how they stack up, factor by factor.

AeroVironment, Inc.

NASDAQ:AVAV

86/100 Compass
True NorthHold$9.2B

Defense darling with massive revenue growth but no profits, defensive management tone, and a valuation pricing in flawless execution.

Full AVAV analysis

Elastic N.V.

NYSE:ESTC

Edge
88/100 Compass
True NorthAccumulate$8.7B

The vector database war has a real winner hiding in plain sight, trading at 15x forward earnings while the AI adjacent trades at 60x.

Full ESTC analysis

Factor by factor

FactorAVAVESTC
Revenue Growth9854
Profitability2377
Valuation7665
Momentum2772
Theme Purity7371
Moat5250
Catalysts7578
Market Position5250

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Frequently asked questions

Is AVAV or ESTC the better buy in 2026?

By Compass Score, Elastic N.V. (NYSE:ESTC) edges it at 88/100 versus 86/100 for AVAV. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare AVAV and ESTC?

Each company is scored 1-100 on eight factors: revenue growth, profitability, valuation, momentum, theme purity, moat, catalysts, and market position. The Compass Score is the composite, and the comparison below shows where each name wins factor by factor.

Compass Scores are proprietary editorial research from publicly available data, not investment advice or a recommendation regarding any security. Rankings update weekly.