Alarm.com Holdings Inc (ALRM)vsServiceNow Inc (NOW)
ALRM
Alarm.com Holdings Inc
$43.70
+0.84%
TECHNOLOGY · Cap: $2.31B
NOW
ServiceNow Inc
$93.01
-2.21%
TECHNOLOGY · Cap: $107.41B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1245% more annual revenue ($13.96B vs $1.04B). NOW leads profitability with a 12.6% profit margin vs 12.4%. NOW appears more attractively valued with a PEG of 1.01. NOW earns a higher WallStSmart Score of 57/100 (C).
ALRM
Buy57
out of 100
Grade: C
NOW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+32.1%
Fair Value
$68.39
Current Price
$43.70
$24.69 discount
Margin of Safety
+84.8%
Fair Value
$610.72
Current Price
$93.01
$517.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
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
Grey zone — moderate risk
Earnings declined 10.3%
Trading at 8.2x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ALRM
The strongest argument for ALRM centers on Price/Book. Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.
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 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : ALRM
The primary concerns for ALRM are Altman Z-Score, EPS Growth.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 62.0x leaves little room for execution misses.
Key Dynamics to Monitor
ALRM profiles as a value stock while NOW is a growth play — different risk/reward profiles.
NOW carries more volatility with a beta of 0.93 — 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.
Bottom Line
ALRM scores higher overall (57/100 vs 57/100) and 11.0% revenue growth. NOW offers better value entry with a 84.8% margin of safety. Both earn "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.
Alarm.com Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Alarm.com Holdings, Inc. offers cloud-based solutions for smart residential and commercial properties in the United States and internationally. The company is headquartered in Tysons, Virginia.
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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