Viant Technology Inc (DSP)vsServiceNow Inc (NOW)
DSP
Viant Technology Inc
$11.01
-3.93%
TECHNOLOGY · Cap: $722.75M
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 3758% more annual revenue ($13.28B vs $344.20M). NOW leads profitability with a 13.2% profit margin vs 2.4%. DSP appears more attractively valued with a PEG of 0.32. DSP earns a higher WallStSmart Score of 62/100 (C+).
DSP
Buy62
out of 100
Grade: C+
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+41.7%
Fair Value
$16.85
Current Price
$11.01
$5.84 discount
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
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 22.3% 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
Premium valuation, high expectations priced in
2.6% earnings growth
Smaller company, higher risk/reward
2.4% margin — thin
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DSP
The strongest argument for DSP centers on PEG Ratio, Price/Book, Revenue Growth. Revenue growth of 22.3% demonstrates continued momentum. PEG of 0.32 suggests the stock is reasonably priced for its growth.
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 : DSP
The primary concerns for DSP are P/E Ratio, EPS Growth, Market Cap. Thin 2.4% margins leave little buffer for downturns.
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
DSP carries more volatility with a beta of 1.04 — expect wider price swings.
DSP is growing revenue faster at 22.3% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
DSP scores higher overall (62/100 vs 56/100) and 22.3% revenue growth. Both earn "Buy" and "Buy" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Viant Technology Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Viant Technology Inc. is an adware company. The company is headquartered in Irvine, California.
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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