ADEIA CORP (ADEA)vsServiceNow Inc (NOW)
ADEA
ADEIA CORP
$28.98
-10.44%
TECHNOLOGY · Cap: $2.95B
NOW
ServiceNow Inc
$112.45
-0.90%
TECHNOLOGY · Cap: $131.65B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2932% more annual revenue ($13.96B vs $460.49M). ADEA leads profitability with a 26.5% profit margin vs 12.6%. NOW appears more attractively valued with a PEG of 1.32. ADEA earns a higher WallStSmart Score of 72/100 (B).
ADEA
Strong Buy72
out of 100
Grade: B
NOW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.9%
Fair Value
$35.84
Current Price
$28.98
$6.86 discount
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Strong operational efficiency at 39.0%
Earnings expanding 100.0% YoY
Conservative balance sheet, low leverage
Every $100 of equity generates 29 in profit
Keeps 27 of every $100 in revenue as profit
19.5% revenue growth
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Expensive relative to growth rate
Grey zone — moderate risk
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ADEA
The strongest argument for ADEA centers on Operating Margin, EPS Growth, Debt/Equity. Profitability is solid with margins at 26.5% and operating margin at 39.0%. Revenue growth of 19.5% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : ADEA
The primary concerns for ADEA are PEG Ratio, Altman Z-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 76.0x leaves little room for execution misses.
Key Dynamics to Monitor
ADEA carries more volatility with a beta of 1.05 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADEA scores higher overall (72/100 vs 54/100), backed by strong 26.5% margins and 19.5% revenue growth. NOW offers better value entry with a 82.6% margin of safety. Both earn "Strong Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
ADEIA CORP
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Adeia Inc., is a global consumer and entertainment products/solutions licensing company. The company is headquartered in San Jose, California.
ServiceNow Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
ServiceNow is an American software company based in Santa Clara, California that develops a cloud computing platform to help companies manage digital workflows for enterprise operations.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?