Lightspeed Commerce Inc (LSPD)vsServiceNow Inc (NOW)
LSPD
Lightspeed Commerce Inc
$9.24
-2.43%
TECHNOLOGY · Cap: $1.33B
NOW
ServiceNow Inc
$112.45
-0.90%
TECHNOLOGY · Cap: $131.65B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1038% more annual revenue ($13.96B vs $1.23B). NOW leads profitability with a 12.6% profit margin vs -11.8%. NOW earns a higher WallStSmart Score of 54/100 (C-).
LSPD
Hold40
out of 100
Grade: D
NOW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LSPD.
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
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
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -9.7% — below average capital efficiency
Negative free cash flow — burning cash
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LSPD
The strongest argument for LSPD centers on Price/Book, Debt/Equity, Altman Z-Score. Revenue growth of 14.7% demonstrates continued momentum.
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 : LSPD
The primary concerns for LSPD are EPS Growth, Market Cap, Return on Equity.
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
LSPD profiles as a turnaround stock while NOW is a growth play — different risk/reward profiles.
LSPD carries more volatility with a beta of 1.85 — 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.
Bottom Line
NOW scores higher overall (54/100 vs 40/100) and 22.1% revenue growth. 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.
Lightspeed Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lightspeed POS Inc. provides a software-as-a-service (SaaS) platform that enables commerce for small and medium-sized businesses, retailers, restaurants, and golf course operators in Canada, the United States, Germany, Australia, and internationally. The company is headquartered in Montral, Canada.
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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