Head to Head

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

On Alexandria's Compass, Elastic N.V. has the edge with a 84/100 score versus 82/100 for SATL. Here is how they stack up, factor by factor.

Elastic N.V.

NYSE:ESTC

Edge
84/100 Compass
True NorthAccumulate$9.1B

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

Satellogic Inc.

NASDAQ:SATL

82/100 Compass
True NorthAccumulate$850M

A sub-scale earth observation player with a real cost advantage, priced like it might not make it. It probably does.

Full SATL analysis

Factor by factor

FactorESTCSATL
Revenue Growth5498
Profitability7760
Valuation6429
Momentum7845
Theme Purity7174
Moat5047
Catalysts7877
Market Position5052

Get head-to-heads like this, free

Join the Alexandria e-letter for Compass verdicts, earnings intelligence, and the contrarian calls the crowd misses. Twice a week, no noise.

Free forever. Unsubscribe anytime. We never share your email.

Frequently asked questions

Is ESTC or SATL the better buy in 2026?

By Compass Score, Elastic N.V. (NYSE:ESTC) edges it at 84/100 versus 82/100 for SATL. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare ESTC and SATL?

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.