ServiceNow Inc (NOW)vsOoma Inc (OOMA)
NOW
ServiceNow Inc
$103.06
+0.55%
TECHNOLOGY · Cap: $110.42B
OOMA
Ooma Inc
$14.23
+0.49%
TECHNOLOGY · Cap: $374.27M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 4753% more annual revenue ($13.28B vs $273.60M). NOW leads profitability with a 13.2% profit margin vs 2.4%. NOW appears more attractively valued with a PEG of 1.06. NOW earns a higher WallStSmart Score of 56/100 (C).
NOW
Buy56
out of 100
Grade: C
OOMA
Hold46
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Margin of Safety
-627.6%
Fair Value
$1.56
Current Price
$14.23
$12.67 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
No standout strengths identified
Areas to Watch
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 7.2% — below average capital efficiency
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth, Free Cash Flow. Revenue growth of 20.7% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bull Case : OOMA
Revenue growth of 14.6% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 62.7x leaves little room for execution misses.
Bear Case : OOMA
The primary concerns for OOMA are PEG Ratio, EPS Growth, Market Cap. A P/E of 59.0x leaves little room for execution misses. Thin 2.4% margins leave little buffer for downturns.
Key Dynamics to Monitor
NOW profiles as a growth stock while OOMA is a value play — different risk/reward profiles.
OOMA carries more volatility with a beta of 1.33 — expect wider price swings.
NOW is growing revenue faster at 20.7% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
NOW scores higher overall (56/100 vs 46/100) and 20.7% 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.
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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