Grab Holdings Ltd (GRAB)vsServiceNow Inc (NOW)
GRAB
Grab Holdings Ltd
$3.46
-3.47%
TECHNOLOGY · Cap: $13.50B
NOW
ServiceNow Inc
$93.01
-2.23%
TECHNOLOGY · Cap: $107.41B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 293% more annual revenue ($13.96B vs $3.55B). NOW leads profitability with a 12.6% profit margin vs 10.7%. GRAB appears more attractively valued with a PEG of 0.86. GRAB earns a higher WallStSmart Score of 64/100 (C+).
GRAB
Buy64
out of 100
Grade: C+
NOW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for GRAB.
Margin of Safety
+84.8%
Fair Value
$610.72
Current Price
$93.01
$517.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 23.5% year-over-year
Earnings expanding 41.0% YoY
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
ROE of 5.8% — below average capital efficiency
Operating margin of 2.7%
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 8.2x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : GRAB
The strongest argument for GRAB centers on Debt/Equity, PEG Ratio, Price/Book. Revenue growth of 23.5% demonstrates continued momentum. PEG of 0.86 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 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : GRAB
The primary concerns for GRAB are Return on Equity, Operating Margin, Piotroski F-Score. A P/E of 82.5x 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 62.0x leaves little room for execution misses.
Key Dynamics to Monitor
NOW carries more volatility with a beta of 0.93 — expect wider price swings.
GRAB is growing revenue faster at 23.5% — 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
GRAB scores higher overall (64/100 vs 57/100) and 23.5% revenue growth. NOW offers better value entry with a 84.8% 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.
Grab Holdings Ltd
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Grab Holdings Ltd is a leading technology platform in Southeast Asia, providing comprehensive services in ride-hailing, food delivery, and digital payment solutions. Founded in 2012, Grab has quickly established a robust presence in the region, serving millions of urban consumers while prioritizing innovation and sustainability. The company's continuous investment in strategic partnerships and advanced technology enhances its service offerings and operational efficiency. As Grab evolves its service portfolio and expands geographically, it is well-positioned to capitalize on the growing demand for integrated consumer solutions within the dynamic Southeast Asian digital economy.
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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