ServiceNow Inc (NOW)vsSemrush Holdings Inc (SEMR)
NOW
ServiceNow Inc
$132.53
+7.41%
TECHNOLOGY · Cap: $137.02B
SEMR
Semrush Holdings Inc
$12.00
0.00%
TECHNOLOGY · Cap: $1.81B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 3221% more annual revenue ($14.73B vs $443.64M). NOW leads profitability with a 11.3% profit margin vs -4.3%. NOW earns a higher WallStSmart Score of 49/100 (D+).
NOW
Hold49
out of 100
Grade: D+
SEMR
Avoid22
out of 100
Grade: F
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
+2.4%
Fair Value
$12.29
Current Price
$12.00
$0.29 discount
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
Conservative balance sheet, low leverage
Areas to Watch
Trading at 10.9x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
ROE of -6.6% — below average capital efficiency
Earnings declined 42.3%
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 : SEMR
The strongest argument for SEMR centers on Debt/Equity. Revenue growth of 14.6% 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 : SEMR
The primary concerns for SEMR are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
NOW profiles as a growth stock while SEMR is a turnaround play — different risk/reward profiles.
SEMR carries more volatility with a beta of 1.50 — 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.
Bottom Line
NOW scores higher overall (49/100 vs 22/100) and 24.0% revenue growth. Both earn "Hold" and "Avoid" 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.
Semrush Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SEMrush Holdings, Inc. develops online visibility management software as a platform of service (SaaS). The company is headquartered in Boston, Massachusetts with additional offices in Pennsylvania, Texas, Czech Republic, Cyprus, Poland, and Russia.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?