Elastic NV (ESTC)vsServiceNow Inc (NOW)
ESTC
Elastic NV
$75.11
+7.38%
TECHNOLOGY · Cap: $6.84B
NOW
ServiceNow Inc
$124.88
+6.42%
TECHNOLOGY · Cap: $122.14B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 747% more annual revenue ($14.73B vs $1.74B). ESTC leads profitability with a 21.1% profit margin vs 11.3%. NOW appears more attractively valued with a PEG of 0.99. ESTC earns a higher WallStSmart Score of 53/100 (C-).
ESTC
Buy53
out of 100
Grade: C-
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.4%
Fair Value
$169.15
Current Price
$75.11
$94.04 discount
Margin of Safety
+81.5%
Fair Value
$634.69
Current Price
$124.88
$509.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 21 of every $100 in revenue as profit
16.0% revenue growth
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -10.7% — below average capital efficiency
Trading at 10.3x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ESTC
The strongest argument for ESTC centers on Profit Margin, Revenue Growth. Profitability is solid with margins at 21.1% and operating margin at -3.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : ESTC
The primary concerns for ESTC are EPS Growth, Piotroski F-Score, PEG Ratio.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 72.0x leaves little room for execution misses.
Key Dynamics to Monitor
ESTC carries more volatility with a beta of 1.00 — expect wider price swings.
NOW is growing revenue faster at 24.0% — sustainability is the question.
NOW generates stronger free cash flow (473M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ESTC scores higher overall (53/100 vs 49/100), backed by strong 21.1% margins and 16.0% revenue growth. NOW offers better value entry with a 81.5% margin of safety. 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.
Elastic NV
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Elastic NV, a search company, offers technology that enables users to search through structured and unstructured data for a variety of consumer and business applications. The company is headquartered in Mountain View, California.
Visit Website →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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