Digital Turbine Inc (APPS)vsServiceNow Inc (NOW)
APPS
Digital Turbine Inc
$11.81
+0.08%
TECHNOLOGY · Cap: $1.43B
NOW
ServiceNow Inc
$132.53
+1.04%
TECHNOLOGY · Cap: $137.02B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2354% more annual revenue ($14.73B vs $600.31M). NOW leads profitability with a 11.3% profit margin vs -5.8%. APPS appears more attractively valued with a PEG of 0.69. NOW earns a higher WallStSmart Score of 49/100 (D+).
APPS
Hold43
out of 100
Grade: D
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APPS.
Margin of Safety
+78.9%
Fair Value
$626.98
Current Price
$132.53
$494.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 26.8% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
Smaller company, higher risk/reward
Elevated debt levels
ROE of -19.6% — below average capital efficiency
Earnings declined 42.9%
Trading at 10.9x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : APPS
The strongest argument for APPS centers on PEG Ratio, Revenue Growth. Revenue growth of 26.8% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.
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 : APPS
The primary concerns for APPS are Market Cap, Debt/Equity, Return on Equity. Debt-to-equity of 1.85 is elevated, increasing financial risk.
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
APPS carries more volatility with a beta of 2.88 — expect wider price swings.
APPS is growing revenue faster at 26.8% — sustainability is the question.
NOW generates stronger free cash flow (473M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (49/100 vs 43/100) and 24.0% revenue growth. Both earn "Hold" 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.
Digital Turbine Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Digital Turbine, Inc. provides mobile and media communication products and solutions for mobile operators, application advertisers, publishers, original equipment manufacturers (OEMs), and other third parties. The company is headquartered in Austin, Texas.
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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