ServiceNow Inc (NOW)vsRed Violet Inc (RDVT)
NOW
ServiceNow Inc
$132.53
+7.41%
TECHNOLOGY · Cap: $137.02B
RDVT
Red Violet Inc
$75.02
+2.70%
TECHNOLOGY · Cap: $1.23B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 14777% more annual revenue ($14.73B vs $99.02M). RDVT leads profitability with a 16.5% profit margin vs 11.3%. RDVT trades at a lower P/E of 62.6x. RDVT earns a higher WallStSmart Score of 56/100 (C).
NOW
Hold49
out of 100
Grade: D+
RDVT
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.9%
Fair Value
$626.98
Current Price
$132.53
$494.45 discount
Margin of Safety
-18.4%
Fair Value
$34.73
Current Price
$75.02
$40.29 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Earnings expanding 88.9% YoY
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 23.0%
Revenue surging 22.7% year-over-year
Areas to Watch
Trading at 10.9x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Trading at 10.1x book value
Smaller company, higher risk/reward
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : RDVT
The strongest argument for RDVT centers on EPS Growth, Debt/Equity, Altman Z-Score. Profitability is solid with margins at 16.5% and operating margin at 23.0%. Revenue growth of 22.7% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 81.8x leaves little room for execution misses.
Bear Case : RDVT
The primary concerns for RDVT are Price/Book, Market Cap, P/E Ratio. A P/E of 62.6x leaves little room for execution misses.
Key Dynamics to Monitor
RDVT carries more volatility with a beta of 1.80 — expect wider price swings.
NOW is growing revenue faster at 24.0% — sustainability is the question.
NOW generates stronger free cash flow (473M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
RDVT scores higher overall (56/100 vs 49/100), backed by strong 16.5% margins and 22.7% revenue growth. NOW offers better value entry with a 78.9% margin of safety. 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.
Red Violet Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Red Violet, Inc., a software and services company, specializes in proprietary technologies and applies analytical capabilities to deliver identity intelligence in the United States. The company is headquartered in Boca Raton, Florida.
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