ServiceNow Inc (NOW)vsSS&C Technologies Holdings Inc (SSNC)
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
SSNC
SS&C Technologies Holdings Inc
$67.44
-0.38%
TECHNOLOGY · Cap: $16.52B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 112% more annual revenue ($13.28B vs $6.27B). NOW leads profitability with a 13.2% profit margin vs 12.7%. SSNC appears more attractively valued with a PEG of 0.74. SSNC earns a higher WallStSmart Score of 62/100 (C+).
NOW
Buy56
out of 100
Grade: C
SSNC
Buy62
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Margin of Safety
-240.4%
Fair Value
$21.42
Current Price
$67.44
$46.02 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 22.3%
Areas to Watch
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Earnings declined 22.1%
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth, Free Cash Flow. Revenue growth of 20.7% demonstrates continued momentum. PEG of 1.06 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 0.74 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 62.7x leaves little room for execution misses.
Bear Case : SSNC
The primary concerns for SSNC are EPS Growth, Altman Z-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 1.17 — expect wider price swings.
NOW is growing revenue faster at 20.7% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
SSNC scores higher overall (62/100 vs 56/100). Both earn "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.
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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