Head to Head

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

On Alexandria's Compass, Velo3D, Inc. has the edge with a 82/100 score versus 80/100 for ESTC. Here is how they stack up, factor by factor.

Elastic N.V.

NYSE:ESTC

80/100 Compass
True North$6.1B
Full ESTC analysis

Velo3D, Inc.

NASDAQ:VELO

Edge
82/100 Compass
True NorthAccumulate$548M

The only metal printer SpaceX, Launcher, and the Pentagon actually trust for flight-critical parts. Cash burn is the only thing standing between here and a re-rate.

Full VELO analysis

Factor by factor

FactorESTCVELO
Revenue Growth3593
Profitability477
Valuation7243
Momentum3870
Theme Purity7172
Moat5045
Catalysts7880
Market Position5050

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Frequently asked questions

Is ESTC or VELO the better buy in 2026?

By Compass Score, Velo3D, Inc. (NASDAQ:VELO) edges it at 82/100 versus 80/100 for ESTC. Both scores update weekly and reflect a contrarian, forward-looking read, not a recommendation.

How does Alexandria compare ESTC and VELO?

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.