Clearwater Analytics Holdings Inc (CWAN)vsServiceNow Inc (NOW)
CWAN
Clearwater Analytics Holdings Inc
$23.40
+0.91%
TECHNOLOGY · Cap: $6.93B
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1716% more annual revenue ($13.28B vs $731.37M). NOW leads profitability with a 13.2% profit margin vs -5.3%. NOW appears more attractively valued with a PEG of 1.06. NOW earns a higher WallStSmart Score of 56/100 (C).
CWAN
Hold42
out of 100
Grade: D
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for CWAN.
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 72.0% year-over-year
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Areas to Watch
2.0% earnings growth
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CWAN
The strongest argument for CWAN centers on Revenue Growth. Revenue growth of 72.0% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth, Free Cash Flow. Revenue growth of 20.7% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : CWAN
The primary concerns for CWAN are EPS Growth, Altman Z-Score, Piotroski F-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 62.7x leaves little room for execution misses.
Key Dynamics to Monitor
CWAN profiles as a hypergrowth stock while NOW is a growth play — different risk/reward profiles.
NOW carries more volatility with a beta of 1.02 — expect wider price swings.
CWAN is growing revenue faster at 72.0% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
NOW scores higher overall (56/100 vs 42/100) and 20.7% revenue growth. 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.
Clearwater Analytics Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Clearwater Analytics Holdings Inc. (CWAN) is a leading provider of innovative cloud-based investment accounting and analytics solutions, serving a diverse clientele that includes investment firms, insurance companies, and multinational corporations. By delivering advanced data aggregation and analytics on its cutting-edge platform, Clearwater enhances portfolio management and reporting capabilities, enabling clients to make informed strategic investment decisions. With a strong focus on operational efficiency and regulatory compliance, the company has established itself as a trusted partner within the financial services industry. As the financial technology landscape continues to evolve, Clearwater is well-positioned to capitalize on the growing demand for comprehensive investment solutions, driving sustainable growth and ongoing innovation.
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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