ServiceNow Inc (NOW)vsSS&C Technologies Holdings Inc (SSNC)
NOW
ServiceNow Inc
$150.13
-26.97%
TECHNOLOGY · Cap: $146.78B
SSNC
SS&C Technologies Holdings Inc
$80.49
+0.34%
TECHNOLOGY · Cap: $18.82B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 120% more annual revenue ($14.73B vs $6.69B). SSNC leads profitability with a 12.8% profit margin vs 11.3%. SSNC appears more attractively valued with a PEG of 0.77. SSNC earns a higher WallStSmart Score of 64/100 (C+).
NOW
Hold47
out of 100
Grade: D+
SSNC
Buy64
out of 100
Grade: C+
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
+47.0%
Fair Value
$137.52
Current Price
$80.49
$57.03 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 24.0% year-over-year
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 24.2%
Areas to Watch
Trading at 12.4x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
0.0% earnings growth
Elevated debt levels
Weak financial health signals
Distress zone — elevated 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 : SSNC
The strongest argument for SSNC centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.77 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 : SSNC
The primary concerns for SSNC are EPS Growth, Debt/Equity, Piotroski F-Score.
Key Dynamics to Monitor
NOW profiles as a growth stock while SSNC is a value play — different risk/reward profiles.
SSNC carries more volatility with a beta of 1.09 — 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
SSNC scores higher overall (64/100 vs 47/100). NOW offers better value entry with a 74.4% margin of safety. Both earn "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.
SS&C Technologies Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
SS&C Technologies Holdings, Inc. provides software products and software-enabled services to the healthcare and financial services industries. The company is headquartered in Windsor, Connecticut.
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