ServiceNow Inc (NOW)vsPagerduty Inc (PD)
NOW
ServiceNow Inc
$112.45
+1.96%
TECHNOLOGY · Cap: $131.65B
PD
Pagerduty Inc
$9.25
-2.63%
TECHNOLOGY · Cap: $767.37M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2728% more annual revenue ($13.96B vs $493.71M). PD leads profitability with a 38.6% profit margin vs 12.6%. PD trades at a lower P/E of 4.8x. NOW earns a higher WallStSmart Score of 54/100 (C-).
NOW
Buy54
out of 100
Grade: C-
PD
Buy52
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Margin of Safety
+82.3%
Fair Value
$40.27
Current Price
$9.25
$31.02 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
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
Attractively priced relative to earnings
Every $100 of equity generates 87 in profit
Keeps 39 of every $100 in revenue as profit
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
1.0% revenue growth
0.0% earnings growth
Smaller company, higher risk/reward
Elevated debt levels
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PD
The strongest argument for PD centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 38.6% and operating margin at 7.9%.
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.
Bear Case : PD
The primary concerns for PD are Revenue Growth, EPS Growth, Market Cap. Debt-to-equity of 1.91 is elevated, increasing financial risk.
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 0.82 — 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 52/100) and 22.1% revenue growth. PD offers better value entry with a 82.3% 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.
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