ServiceNow Inc (NOW)vsRoper Technologies Inc (ROP)
NOW
ServiceNow Inc
$150.13
-26.95%
TECHNOLOGY · Cap: $146.78B
ROP
Roper Technologies Inc
$440.66
+1.42%
TECHNOLOGY · Cap: $37.82B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 78% more annual revenue ($14.73B vs $8.28B). ROP leads profitability with a 30.2% profit margin vs 11.3%. NOW appears more attractively valued with a PEG of 1.01. ROP earns a higher WallStSmart Score of 74/100 (B).
NOW
Hold47
out of 100
Grade: D+
ROP
Strong Buy74
out of 100
Grade: B
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.4%
Fair Value
$617.23
Current Price
$150.13
$467.10 discount
Margin of Safety
-6.1%
Fair Value
$314.60
Current Price
$440.66
$126.06 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 24.0% year-over-year
Keeps 30 of every $100 in revenue as profit
Earnings expanding 233.0% YoY
Attractively priced relative to earnings
Reasonable price relative to book value
Strong operational efficiency at 27.7%
Areas to Watch
Trading at 12.4x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Grey zone — moderate risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bull Case : ROP
The strongest argument for ROP centers on Profit Margin, EPS Growth, P/E Ratio. Profitability is solid with margins at 30.2% and operating margin at 27.7%. PEG of 1.43 suggests the stock is reasonably priced for its growth.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 88.7x leaves little room for execution misses.
Bear Case : ROP
The primary concerns for ROP are Altman Z-Score.
Key Dynamics to Monitor
NOW profiles as a growth stock while ROP is a mature play — different risk/reward profiles.
NOW carries more volatility with a beta of 0.99 — expect wider price swings.
NOW is growing revenue faster at 24.0% — sustainability is the question.
ROP generates stronger free cash flow (811M), providing more financial flexibility.
Bottom Line
ROP scores higher overall (74/100 vs 47/100), backed by strong 30.2% margins. NOW offers better value entry with a 74.4% margin of safety. Both earn "Strong 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.
Roper Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Roper Technologies, Inc. (formerly Roper Industries, Inc.) is an American diversified industrial company that produces engineered products for global niche markets. The company is headquartered in Sarasota, Florida.
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