WallStSmart

ADEIA CORP (ADEA)vsServiceNow Inc (NOW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ServiceNow Inc generates 3029% more annual revenue ($14.73B vs $470.87M). ADEA leads profitability with a 26.1% profit margin vs 11.3%. NOW appears more attractively valued with a PEG of 0.95. ADEA earns a higher WallStSmart Score of 64/100 (C+).

ADEA

Buy

64

out of 100

Grade: C+

Growth: 4.7Profit: 9.5Value: 6.7Quality: 7.5
Piotroski: 7/9Altman Z: 1.90

NOW

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 5.5Value: 6.7Quality: 4.0
Piotroski: 1/9Altman Z: 1.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

ADEAUndervalued (+47.6%)

Margin of Safety

+47.6%

Fair Value

$36.32

Current Price

$26.71

$9.61 discount

UndervaluedFair: $36.32Overvalued
NOWUndervalued (+78.9%)

Margin of Safety

+78.9%

Fair Value

$626.98

Current Price

$132.53

$494.45 discount

UndervaluedFair: $626.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

ADEA3 strengths · Avg: 9.3/10
Operating MarginProfitability
32.0%10/10

Strong operational efficiency at 32.0%

Return on EquityProfitability
28.5%9/10

Every $100 of equity generates 29 in profit

Profit MarginProfitability
26.1%9/10

Keeps 26 of every $100 in revenue as profit

NOW3 strengths · Avg: 8.3/10
Market CapQuality
$137.02B9/10

Large-cap with strong market position

PEG RatioValuation
0.958/10

Growing faster than its price suggests

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

Areas to Watch

ADEA3 concerns · Avg: 4.0/10
PEG RatioValuation
1.514/10

Expensive relative to growth rate

EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Altman Z-ScoreHealth
1.904/10

Grey zone — moderate risk

NOW4 concerns · Avg: 3.5/10
Price/BookValuation
10.9x4/10

Trading at 10.9x book value

Altman Z-ScoreHealth
1.654/10

Distress zone — elevated risk

Operating MarginProfitability
4.1%3/10

Operating margin of 4.1%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : ADEA

The strongest argument for ADEA centers on Operating Margin, Return on Equity, Profit Margin. Profitability is solid with margins at 26.1% and operating margin at 32.0%. Revenue growth of 12.1% demonstrates continued momentum.

Bull Case : NOW

The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.

Bear Case : ADEA

The primary concerns for ADEA are PEG Ratio, EPS Growth, Altman Z-Score.

Bear Case : NOW

The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 81.8x leaves little room for execution misses.

Key Dynamics to Monitor

ADEA profiles as a mature stock while NOW is a growth play — different risk/reward profiles.

NOW carries more volatility with a beta of 0.97 — expect wider price swings.

NOW is growing revenue faster at 24.0% — sustainability is the question.

NOW generates stronger free cash flow (473M), providing more financial flexibility.

Bottom Line

ADEA scores higher overall (64/100 vs 49/100), backed by strong 26.1% margins and 12.1% revenue growth. NOW offers better value entry with a 78.9% margin of safety. Both earn "Buy" and "Hold" 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.

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