Viant Technology Inc (DSP)vsServiceNow Inc (NOW)
DSP
Viant Technology Inc
$11.59
-3.22%
TECHNOLOGY · Cap: $846.18M
NOW
ServiceNow Inc
$102.76
-2.04%
TECHNOLOGY · Cap: $109.11B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 3872% more annual revenue ($15.43B vs $388.50M). NOW leads profitability with a 9.4% profit margin vs 2.2%. NOW appears more attractively valued with a PEG of 0.76. DSP earns a higher WallStSmart Score of 60/100 (C).
DSP
Buy60
out of 100
Grade: C
NOW
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+37.5%
Fair Value
$15.74
Current Price
$11.59
$4.15 discount
Margin of Safety
+84.1%
Fair Value
$641.35
Current Price
$102.76
$538.59 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.9% year-over-year
Earnings expanding 255.1% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 20.5% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 7.7% — below average capital efficiency
2.2% margin — thin
Trading at 8.1x book value
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : DSP
The strongest argument for DSP centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 33.9% demonstrates continued momentum. PEG of 0.96 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 20.5% demonstrates continued momentum. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : DSP
The primary concerns for DSP are P/E Ratio, Market Cap, Return on Equity. Thin 2.2% margins leave little buffer for downturns.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Piotroski F-Score. A P/E of 75.6x leaves little room for execution misses.
Key Dynamics to Monitor
DSP profiles as a hypergrowth stock while NOW is a growth play — different risk/reward profiles.
DSP carries more volatility with a beta of 1.13 — expect wider price swings.
DSP is growing revenue faster at 33.9% — sustainability is the question.
NOW generates stronger free cash flow (748M), providing more financial flexibility.
Bottom Line
DSP scores higher overall (60/100 vs 55/100) and 33.9% revenue growth. NOW offers better value entry with a 84.1% margin of safety. 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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