ServiceNow Inc (NOW)vsQuanta Services Inc (PWR)
NOW
ServiceNow Inc
$112.45
-6.32%
TECHNOLOGY · Cap: $131.65B
PWR
Quanta Services Inc
$719.17
+0.49%
INDUSTRIALS · Cap: $105.95B
Smart Verdict
WallStSmart Research — data-driven comparison
Quanta Services Inc generates 116% more annual revenue ($30.12B vs $13.96B). NOW leads profitability with a 12.6% profit margin vs 3.7%. NOW appears more attractively valued with a PEG of 1.32. PWR earns a higher WallStSmart Score of 56/100 (C).
NOW
Buy54
out of 100
Grade: C-
PWR
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.9%
Fair Value
$615.92
Current Price
$112.45
$503.47 discount
Intrinsic value data unavailable for PWR.
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
Earnings expanding 51.0% YoY
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 26.3% year-over-year
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Trading at 11.9x book value
3.7% margin — thin
Operating margin of 4.2%
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 : PWR
The strongest argument for PWR centers on EPS Growth, Market Cap, Debt/Equity. Revenue growth of 26.3% demonstrates continued momentum.
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 : PWR
The primary concerns for PWR are PEG Ratio, Price/Book, Profit Margin. A P/E of 97.1x leaves little room for execution misses. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
PWR carries more volatility with a beta of 1.24 — expect wider price swings.
PWR is growing revenue faster at 26.3% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PWR scores higher overall (56/100 vs 54/100) and 26.3% revenue growth. NOW offers better value entry with a 80.9% 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.
Quanta Services Inc
INDUSTRIALS · ENGINEERING & CONSTRUCTION · USA
Quanta Services is an American corporation that provides infrastructure services for electric power, pipeline, industrial and communications industries. Capabilities include the planning, design, installation, program management, maintenance and repair of most types of network infrastructure.
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