ACI Worldwide vs Elastic
ACI Worldwide and Elastic are similar in size: $1.76bn and $1.74bn of revenue in their latest fiscal years. Elastic grew faster (17.3% against 10.4%). Elastic kept more of each dollar of sales as profit: a net margin of 21.1% against 12.9%.
| Latest fiscal year | ACI WorldwideACIW, 2025 | ElasticESTC, 2026 |
|---|---|---|
| Revenue | $1.76bn | $1.74bn |
| Revenue growth | 10.4% | 17.3% |
| Net income | $227m | $368m |
| Operating margin | — | -1.9% |
| Net margin | 12.9% | 21.1% |
| Return on equity | 15.4% | 33.4% |
| Free cash flow | $310m | $322m |
| Cash | $196m | $769m |
| Total debt | $823m | $575m |
| Debt to equity | — | 45.0% |
| Dividend per share | — | — |
| Dividend yield | — | — |
| Share buybacks | $203m | $340m |
| Employees | 2,930 | 4,019 |
| Market value | $5.93bn | $9.59bn |
| Price vs our value range | Within our value range | Above our value range |
| Moat score | 59 (Moderate) | 40 (Weak) |
| Insider trades, 12 months | 2 buys, 1 sales | 3 buys, 63 sales |