ServiceNow Inc (NOW)vsSuper Micro Computer Inc (SMCI)
NOW
ServiceNow Inc
$112.45
-6.32%
TECHNOLOGY · Cap: $131.65B
SMCI
Super Micro Computer Inc
$46.90
-7.62%
TECHNOLOGY · Cap: $27.72B
Smart Verdict
WallStSmart Research — data-driven comparison
Super Micro Computer Inc generates 141% more annual revenue ($33.70B vs $13.96B). NOW leads profitability with a 12.6% profit margin vs 3.7%. SMCI appears more attractively valued with a PEG of 0.91. SMCI earns a higher WallStSmart Score of 71/100 (B).
NOW
Buy54
out of 100
Grade: C-
SMCI
Strong Buy71
out of 100
Grade: B
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 SMCI.
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
Revenue surging 122.7% year-over-year
Earnings expanding 326.0% YoY
Safe zone — low bankruptcy risk
Growing faster than its price suggests
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
3.7% margin — thin
Weak financial health signals
Negative free cash flow — burning cash
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 : SMCI
The strongest argument for SMCI centers on Revenue Growth, EPS Growth, Altman Z-Score. Revenue growth of 122.7% demonstrates continued momentum. PEG of 0.91 suggests the stock is reasonably priced for its growth.
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 : SMCI
The primary concerns for SMCI are Profit Margin, Piotroski F-Score, Free Cash Flow. Thin 3.7% margins leave little buffer for downturns.
Key Dynamics to Monitor
NOW profiles as a growth stock while SMCI is a hypergrowth play — different risk/reward profiles.
SMCI carries more volatility with a beta of 1.68 — expect wider price swings.
SMCI is growing revenue faster at 122.7% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
SMCI scores higher overall (71/100 vs 54/100) and 122.7% revenue growth. NOW offers better value entry with a 80.9% margin of safety. Both earn "Strong 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.
Super Micro Computer Inc
TECHNOLOGY · COMPUTER HARDWARE · USA
Super Micro Computer, Inc. develops and manufactures high-performance server and storage solutions based on an open, modular architecture. The company is headquartered in San Jose, California.
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