WallStSmart

Digimarc Corporation (DMRC)vsServiceNow Inc (NOW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ServiceNow Inc generates 43357% more annual revenue ($13.96B vs $32.12M). NOW leads profitability with a 12.6% profit margin vs -85.8%. DMRC appears more attractively valued with a PEG of 0.52. NOW earns a higher WallStSmart Score of 59/100 (C).

DMRC

Avoid

30

out of 100

Grade: F

Growth: 3.3Profit: 2.0Value: 7.7Quality: 5.5
Piotroski: 2/9Altman Z: -9.32

NOW

Buy

59

out of 100

Grade: C

Growth: 7.3Profit: 6.0Value: 6.7Quality: 4.0
Piotroski: 1/9Altman Z: 1.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DMRCUndervalued (+76.8%)

Margin of Safety

+76.8%

Fair Value

$22.41

Current Price

$6.37

$16.04 discount

UndervaluedFair: $22.41Overvalued
NOWUndervalued (+80.8%)

Margin of Safety

+80.8%

Fair Value

$602.92

Current Price

$115.76

$487.16 discount

UndervaluedFair: $602.92Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DMRC2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.129/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.528/10

Growing faster than its price suggests

NOW3 strengths · Avg: 8.3/10
Market CapQuality
$98.45B9/10

Large-cap with strong market position

PEG RatioValuation
0.898/10

Growing faster than its price suggests

Revenue GrowthGrowth
22.1%8/10

Revenue surging 22.1% year-over-year

Areas to Watch

DMRC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$133.32M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-80.9%2/10

ROE of -80.9% — below average capital efficiency

NOW4 concerns · Avg: 3.8/10
Price/BookValuation
10.2x4/10

Trading at 10.2x book value

EPS GrowthGrowth
2.3%4/10

2.3% earnings growth

Altman Z-ScoreHealth
1.654/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : DMRC

The strongest argument for DMRC centers on Debt/Equity, PEG Ratio. PEG of 0.52 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 22.1% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.

Bear Case : DMRC

The primary concerns for DMRC are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : NOW

The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 60.4x leaves little room for execution misses.

Key Dynamics to Monitor

DMRC profiles as a turnaround stock while NOW is a growth play — different risk/reward profiles.

DMRC carries more volatility with a beta of 2.26 — expect wider price swings.

NOW is growing revenue faster at 22.1% — sustainability is the question.

NOW generates stronger free cash flow (473M), providing more financial flexibility.

Bottom Line

NOW scores higher overall (59/100 vs 30/100) and 22.1% revenue growth. DMRC offers better value entry with a 76.8% margin of safety. Both earn "Buy" 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.

Digimarc Corporation

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Digimarc Corporation offers automatic identification solutions to commercial and government customers in the United States and internationally. The company is headquartered in Beaverton, Oregon.

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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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