Dynatrace Holdings LLC (DT)vsServiceNow Inc (NOW)
DT
Dynatrace Holdings LLC
$42.19
-2.45%
TECHNOLOGY · Cap: $11.88B
NOW
ServiceNow Inc
$112.45
+1.96%
TECHNOLOGY · Cap: $131.65B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 592% more annual revenue ($13.96B vs $2.02B). NOW leads profitability with a 12.6% profit margin vs 8.1%. DT appears more attractively valued with a PEG of 0.84. NOW earns a higher WallStSmart Score of 54/100 (C-).
DT
Buy51
out of 100
Grade: C-
NOW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.7%
Fair Value
$58.63
Current Price
$42.19
$16.44 discount
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
19.4% revenue growth
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Areas to Watch
Grey zone — moderate risk
ROE of 6.2% — below average capital efficiency
Premium valuation, high expectations priced in
Earnings declined 52.6%
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DT
The strongest argument for DT centers on Debt/Equity, PEG Ratio, Revenue Growth. Revenue growth of 19.4% demonstrates continued momentum. PEG of 0.84 suggests the stock is reasonably priced for its growth.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : DT
The primary concerns for DT are Altman Z-Score, Return on Equity, P/E Ratio. A P/E of 75.5x leaves little room for execution misses.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 76.0x leaves little room for execution misses.
Key Dynamics to Monitor
NOW carries more volatility with a beta of 0.82 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (54/100 vs 51/100) and 22.1% revenue growth. DT offers better value entry with a 36.7% 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.
Dynatrace Holdings LLC
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Dynatrace, Inc. provides a software intelligence platform for dynamic multi-cloud environments. The company is headquartered in Waltham, Massachusetts.
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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