Blackbaud Inc (BLKB)vsServiceNow Inc (NOW)
BLKB
Blackbaud Inc
$45.48
+2.85%
TECHNOLOGY · Cap: $2.14B
NOW
ServiceNow Inc
$132.53
+1.04%
TECHNOLOGY · Cap: $137.02B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1183% more annual revenue ($14.73B vs $1.15B). BLKB leads profitability with a 13.1% profit margin vs 11.3%. BLKB appears more attractively valued with a PEG of 0.51. BLKB earns a higher WallStSmart Score of 71/100 (B).
BLKB
Strong Buy71
out of 100
Grade: B
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.3%
Fair Value
$80.29
Current Price
$45.48
$34.81 discount
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
Every $100 of equity generates 42 in profit
Growing faster than its price suggests
Attractively priced relative to earnings
Strong operational efficiency at 21.7%
Earnings expanding 43.6% YoY
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
3.0% revenue growth
Trading at 30.3x book value
Distress zone — elevated risk
Elevated debt levels
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 : BLKB
The strongest argument for BLKB centers on Return on Equity, PEG Ratio, P/E Ratio. PEG of 0.51 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 : BLKB
The primary concerns for BLKB are Revenue Growth, Price/Book, Altman Z-Score. Debt-to-equity of 17.16 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
BLKB profiles as a value stock while NOW is a growth play — different risk/reward profiles.
BLKB carries more volatility with a beta of 0.99 — 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
BLKB scores higher overall (71/100 vs 49/100). NOW offers better value entry with a 78.9% margin of safety. Both earn "Strong 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.
Blackbaud Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Blackbaud, Inc. provides cloud software solutions to nonprofits, foundations, businesses, educational institutions, healthcare organizations, and other social concern entities in the United States and internationally. The company is headquartered in Charleston, South Carolina.
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.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?