ServiceNow Inc (NOW)vsSmith Micro Software Inc (SMSI)
NOW
ServiceNow Inc
$144.71
+4.54%
TECHNOLOGY · Cap: $121.69B
SMSI
Smith Micro Software Inc
$2.91
-1.69%
TECHNOLOGY · Cap: $16.69M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 87154% more annual revenue ($14.73B vs $16.88M). NOW leads profitability with a 11.3% profit margin vs -92.6%. NOW appears more attractively valued with a PEG of 1.11. NOW earns a higher WallStSmart Score of 47/100 (D+).
NOW
Hold47
out of 100
Grade: D+
SMSI
Hold37
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+79.8%
Fair Value
$629.45
Current Price
$144.71
$484.74 discount
Intrinsic value data unavailable for SMSI.
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 24.0% year-over-year
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Trading at 11.9x 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 -102.2% — below average capital efficiency
Revenue declined 1.8%
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 1.11 suggests the stock is reasonably priced for its growth.
Bull Case : SMSI
The strongest argument for SMSI centers on Price/Book, Debt/Equity. PEG of 1.25 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 77.4x leaves little room for execution misses.
Bear Case : SMSI
The primary concerns for SMSI are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
NOW profiles as a growth stock while SMSI is a turnaround play — different risk/reward profiles.
NOW carries more volatility with a beta of 0.93 — 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 (47/100 vs 37/100) and 24.0% revenue growth. Both earn "Hold" 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.
Smith Micro Software Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Smith Micro Software, Inc. develops and sells software to enhance the mobile experience to cable and wireless service providers worldwide. The company is headquartered in Pittsburgh, Pennsylvania.
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