Asana Inc (ASAN)vsServiceNow Inc (NOW)
ASAN
Asana Inc
$11.26
-4.17%
TECHNOLOGY · Cap: $2.26B
NOW
ServiceNow Inc
$150.13
-26.95%
TECHNOLOGY · Cap: $146.78B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1679% more annual revenue ($14.73B vs $828.13M). NOW leads profitability with a 11.3% profit margin vs -18.6%. NOW earns a higher WallStSmart Score of 47/100 (D+).
ASAN
Avoid27
out of 100
Grade: F
NOW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.5%
Fair Value
$38.41
Current Price
$11.26
$27.15 discount
Margin of Safety
+74.4%
Fair Value
$617.23
Current Price
$150.13
$467.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Large-cap with strong market position
Revenue surging 24.0% year-over-year
Areas to Watch
0.0% earnings growth
Weak financial health signals
Trading at 25.0x book value
ROE of -122.7% — below average capital efficiency
Trading at 12.4x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ASAN
ASAN has a balanced fundamental profile.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : ASAN
The primary concerns for ASAN are EPS Growth, Piotroski F-Score, Price/Book. Debt-to-equity of 2.48 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 88.7x leaves little room for execution misses.
Key Dynamics to Monitor
ASAN profiles as a turnaround stock while NOW is a growth play — different risk/reward profiles.
ASAN 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
NOW scores higher overall (47/100 vs 27/100) and 24.0% revenue growth. ASAN offers better value entry with a 80.5% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Asana Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Asana, Inc. operates a work management platform for individuals, team leaders, and executives in the United States and internationally. The company is headquartered in San Francisco, California.
Visit Website →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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