Jfrog Ltd (FROG)vsServiceNow Inc (NOW)
FROG
Jfrog Ltd
$89.52
+7.80%
TECHNOLOGY · Cap: $9.66B
NOW
ServiceNow Inc
$124.88
+6.42%
TECHNOLOGY · Cap: $122.14B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2515% more annual revenue ($14.73B vs $563.41M). NOW leads profitability with a 11.3% profit margin vs -10.9%. NOW earns a higher WallStSmart Score of 49/100 (D+).
FROG
Avoid28
out of 100
Grade: F
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-47.0%
Fair Value
$54.29
Current Price
$89.52
$35.23 premium
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
Conservative balance sheet, low leverage
Revenue surging 25.8% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
Trading at 11.7x book value
0.0% earnings growth
ROE of -6.7% — below average capital efficiency
Distress zone — elevated risk
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 : FROG
The strongest argument for FROG centers on Debt/Equity, Revenue Growth. Revenue growth of 25.8% 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 : FROG
The primary concerns for FROG are Price/Book, EPS Growth, Return on Equity.
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
FROG carries more volatility with a beta of 1.20 — expect wider price swings.
FROG is growing revenue faster at 25.8% — 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
NOW scores higher overall (49/100 vs 28/100) and 24.0% revenue growth. Both earn "Hold" 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.
Jfrog Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
JFrog Ltd. provides a DevOps platform for a continuous software release management platform that enables organizations to deliver software updates to any system in the United States. The company is headquartered in Sunnyvale, 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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