Head to Head

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

On Alexandria's Compass, Viavi Solutions Inc. has the edge with a 83/100 score versus 82/100 for ESTC. Here is how they stack up, factor by factor.

Elastic N.V.

NYSE:ESTC

82/100 Compass
True NorthAccumulate$7.3B

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

Viavi Solutions Inc.

NASDAQ:VIAV

Edge
83/100 Compass
True NorthAccumulate$9.6B

The old JDS Uniphase is back as the pick-and-shovel play on AI datacenter optical build-outs, but the run has been vertical.

Full VIAV analysis

Factor by factor

FactorESTCVIAV
Revenue Growth5486
Profitability7737
Valuation6937
Momentum5458
Theme Purity7171
Moat5050
Catalysts7878
Market Position5050

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 VIAV the better buy in 2026?

By Compass Score, Viavi Solutions Inc. (NASDAQ:VIAV) edges it at 83/100 versus 82/100 for ESTC. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare ESTC and VIAV?

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.