ServiceNow Inc (NOW)vsPagerduty Inc (PD)
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
PD
Pagerduty Inc
$6.33
-2.47%
TECHNOLOGY · Cap: $580.95M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2596% more annual revenue ($13.28B vs $492.55M). PD leads profitability with a 35.3% profit margin vs 13.2%. PD trades at a lower P/E of 3.4x. NOW earns a higher WallStSmart Score of 56/100 (C).
NOW
Buy56
out of 100
Grade: C
PD
Buy54
out of 100
Grade: C-
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
+44.1%
Fair Value
$12.72
Current Price
$6.33
$6.39 discount
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
Attractively priced relative to earnings
Every $100 of equity generates 83 in profit
Keeps 35 of every $100 in revenue as profit
Reasonable price relative to book value
Areas to Watch
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
2.7% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Operating margin of 3.6%
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 : PD
The strongest argument for PD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 35.3% and operating margin at 3.6%.
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 : PD
The primary concerns for PD are Revenue Growth, EPS Growth, Market Cap.
Key Dynamics to Monitor
NOW profiles as a growth stock while PD is a value play — different risk/reward profiles.
NOW carries more volatility with a beta of 1.02 — 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 54/100) and 20.7% revenue growth. PD offers better value entry with a 44.1% 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.
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.
Pagerduty Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PagerDuty, Inc. operates a digital operations management platform in the United States and internationally. The company is headquartered in San Francisco, California.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?