WallStSmart

ANSYS Inc (ANSS)vsServiceNow Inc (NOW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ServiceNow Inc generates 470% more annual revenue ($14.73B vs $2.58B). ANSS leads profitability with a 23.0% profit margin vs 11.3%. NOW appears more attractively valued with a PEG of 0.95. ANSS earns a higher WallStSmart Score of 56/100 (C).

ANSS

Buy

56

out of 100

Grade: C

Growth: 8.0Profit: 6.5Value: 2.7Quality: 9.0
Piotroski: 5/9Altman Z: 3.79

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

ANSSSignificantly Overvalued (-38.0%)

Margin of Safety

-38.0%

Fair Value

$271.15

Current Price

$374.30

$103.15 premium

UndervaluedFair: $271.15Overvalued
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

ANSS4 strengths · Avg: 9.0/10
Altman Z-ScoreHealth
3.7910/10

Safe zone — low bankruptcy risk

Profit MarginProfitability
23.0%9/10

Keeps 23 of every $100 in revenue as profit

Debt/EquityHealth
0.149/10

Conservative balance sheet, low leverage

EPS GrowthGrowth
47.7%8/10

Earnings expanding 47.7% YoY

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

ANSS2 concerns · Avg: 3.0/10
PEG RatioValuation
2.474/10

Expensive relative to growth rate

P/E RatioValuation
55.5x2/10

Premium valuation, high expectations priced in

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 : ANSS

The strongest argument for ANSS centers on Altman Z-Score, Profit Margin, Debt/Equity. Profitability is solid with margins at 23.0% and operating margin at 11.7%.

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 : ANSS

The primary concerns for ANSS are PEG Ratio, P/E Ratio. A P/E of 55.5x leaves little room for execution misses.

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

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

ANSS carries more volatility with a beta of 1.19 — 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

ANSS scores higher overall (56/100 vs 49/100), backed by strong 23.0% margins. 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.

ANSYS Inc

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Ansys, Inc. is an American company based in Canonsburg, Pennsylvania. It develops and markets multiphysics engineering simulation software for product design, testing and operation and offers its products and services to customers worldwide.

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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