ServiceNow Inc (NOW)vsRed Violet Inc (RDVT)
NOW
ServiceNow Inc
$112.45
+1.96%
TECHNOLOGY · Cap: $131.65B
RDVT
Red Violet Inc
$53.36
-6.04%
TECHNOLOGY · Cap: $747.21M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 14739% more annual revenue ($13.96B vs $94.08M). RDVT leads profitability with a 15.0% profit margin vs 12.6%. RDVT trades at a lower P/E of 54.6x. RDVT earns a higher WallStSmart Score of 54/100 (C-).
NOW
Buy54
out of 100
Grade: C-
RDVT
Buy54
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
-11.2%
Fair Value
$37.00
Current Price
$53.36
$16.36 premium
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
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Strong operational efficiency at 22.1%
17.4% revenue growth
Earnings expanding 25.0% YoY
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
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, 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 : RDVT
The strongest argument for RDVT centers on Debt/Equity, Altman Z-Score, Operating Margin. Revenue growth of 17.4% 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 : RDVT
The primary concerns for RDVT are Market Cap, P/E Ratio. A P/E of 54.6x leaves little room for execution misses.
Key Dynamics to Monitor
RDVT carries more volatility with a beta of 1.85 — 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.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (54/100 vs 54/100) and 22.1% revenue growth. 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.
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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