HubSpot Inc (HUBS)vsServiceNow Inc (NOW)
HUBS
HubSpot Inc
$248.97
-0.73%
TECHNOLOGY · Cap: $12.23B
NOW
ServiceNow Inc
$150.13
-26.95%
TECHNOLOGY · Cap: $146.78B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 327% more annual revenue ($14.73B vs $3.45B). NOW leads profitability with a 11.3% profit margin vs 4.3%. HUBS appears more attractively valued with a PEG of 0.28. HUBS earns a higher WallStSmart Score of 56/100 (C).
HUBS
Buy56
out of 100
Grade: C
NOW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+67.0%
Fair Value
$633.89
Current Price
$248.97
$384.92 discount
Margin of Safety
+74.4%
Fair Value
$617.23
Current Price
$150.13
$467.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Earnings expanding 968.0% YoY
Conservative balance sheet, low leverage
19.8% revenue growth
Large-cap with strong market position
Revenue surging 24.0% year-over-year
Areas to Watch
Distress zone — elevated risk
4.3% margin — thin
Operating margin of 4.9%
Weak financial health signals
Trading at 12.4x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HUBS
The strongest argument for HUBS centers on PEG Ratio, EPS Growth, Debt/Equity. Revenue growth of 19.8% demonstrates continued momentum. PEG of 0.28 suggests the stock is reasonably priced for its growth.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : HUBS
The primary concerns for HUBS are Altman Z-Score, Profit Margin, Operating Margin. A P/E of 85.3x leaves little room for execution misses. Thin 4.3% margins leave little buffer for downturns.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 88.7x leaves little room for execution misses.
Key Dynamics to Monitor
HUBS carries more volatility with a beta of 1.24 — 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
HUBS scores higher overall (56/100 vs 47/100) and 19.8% revenue growth. NOW offers better value entry with a 74.4% 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.
HubSpot Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for companies in the Americas, Europe, and Asia Pacific. The company is headquartered in Cambridge, 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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