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GitLab (GTLB) and Atlassian (TEAM) are central players in the DevSecOps market, projected to grow from $10 billion in 2025 to $37 billion by 2035, at a CAGR of 14%. This indicates a rising demand for secure software delivery and AI-enhanced development tools. GitLab offers a unified DevSecOps platform integrating source code, CI/CD, security, and compliance, while Atlassian provides a suite of tools facilitating planning, collaboration, and code management.
As of fiscal 2026, GitLab’s consensus EPS estimate is $0.83, reflecting a 12.16% year-over-year increase, highlighting strong demand for integrated DevSecOps automation. In contrast, Atlassian’s EPS estimate is $4.70, a 27.72% year-over-year growth. Year-to-date, GitLab shares have declined 24.5% compared to Atlassian’s 40.8%, showcasing GitLab’s stronger resilience amid market volatility.
Currently, GitLab trades at 6.5X forward price-to-sales, slightly higher than Atlassian’s 5.64X, indicating GitLab’s advantageous focus on DevSecOps and AI integration. Both companies maintain a Zacks Rank #2 (Buy), but GitLab’s integrated model may offer a better investment prospect as enterprises prioritize secure, automation-heavy workflows.
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