ServiceNow Inc (NOW)vsPTC Inc (PTC)
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
PTC
PTC Inc
$143.56
+0.42%
TECHNOLOGY · Cap: $17.01B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 364% more annual revenue ($13.28B vs $2.86B). PTC leads profitability with a 28.6% profit margin vs 13.2%. NOW appears more attractively valued with a PEG of 1.06. PTC earns a higher WallStSmart Score of 77/100 (B+).
NOW
Buy56
out of 100
Grade: C
PTC
Strong Buy77
out of 100
Grade: B+
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
+51.0%
Fair Value
$317.77
Current Price
$143.56
$174.21 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
Strong operational efficiency at 33.8%
Earnings expanding 104.4% YoY
Every $100 of equity generates 23 in profit
Keeps 29 of every $100 in revenue as profit
Revenue surging 21.4% year-over-year
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
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 : PTC
The strongest argument for PTC centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 28.6% and operating margin at 33.8%. Revenue growth of 21.4% 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 : PTC
The primary concerns for PTC are PEG Ratio.
Key Dynamics to Monitor
PTC carries more volatility with a beta of 1.04 — expect wider price swings.
PTC is growing revenue faster at 21.4% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PTC scores higher overall (77/100 vs 56/100), backed by strong 28.6% margins and 21.4% revenue growth. Both earn "Strong 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.
PTC Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PTC Inc. is an American computer software and services company founded in 1985 and headquartered in Boston, Massachusetts.
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