ServiceNow Inc (NOW)vsOoma Inc (OOMA)
NOW
ServiceNow Inc
$132.53
+7.41%
TECHNOLOGY · Cap: $137.02B
OOMA
Ooma Inc
$22.77
+0.44%
TECHNOLOGY · Cap: $619.01M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 4705% more annual revenue ($14.73B vs $306.59M). NOW leads profitability with a 11.3% profit margin vs 3.6%. NOW appears more attractively valued with a PEG of 0.95. OOMA earns a higher WallStSmart Score of 53/100 (C-).
NOW
Hold49
out of 100
Grade: D+
OOMA
Buy53
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.9%
Fair Value
$626.98
Current Price
$132.53
$494.45 discount
Margin of Safety
+31.8%
Fair Value
$16.65
Current Price
$22.77
$6.12 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Earnings expanding 150.0% YoY
Revenue surging 25.4% year-over-year
Areas to Watch
Trading at 10.9x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Expensive relative to growth rate
Smaller company, higher risk/reward
3.6% margin — thin
Operating margin of 4.8%
Comparative Analysis Report
WallStSmart ResearchBull 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 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : OOMA
The strongest argument for OOMA centers on EPS Growth, Revenue Growth. Revenue growth of 25.4% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 81.8x leaves little room for execution misses.
Bear Case : OOMA
The primary concerns for OOMA are PEG Ratio, Market Cap, Profit Margin. A P/E of 56.3x leaves little room for execution misses. Thin 3.6% margins leave little buffer for downturns.
Key Dynamics to Monitor
OOMA carries more volatility with a beta of 1.20 — expect wider price swings.
OOMA is growing revenue faster at 25.4% — 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
OOMA scores higher overall (53/100 vs 49/100) and 25.4% revenue growth. NOW offers better value entry with a 78.9% 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.
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.
Ooma Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Ooma, Inc. creates connected experiences for businesses and consumers in the United States, Canada, and internationally. The company is headquartered in Sunnyvale, California.
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