ServiceNow Inc (NOW)vsTrade Desk Inc (TTD)
NOW
ServiceNow Inc
$112.45
-6.32%
TECHNOLOGY · Cap: $131.65B
TTD
Trade Desk Inc
$19.95
-5.14%
COMMUNICATION SERVICES · Cap: $10.14B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 370% more annual revenue ($13.96B vs $2.97B). TTD leads profitability with a 14.6% profit margin vs 12.6%. TTD appears more attractively valued with a PEG of 1.06. TTD earns a higher WallStSmart Score of 56/100 (C).
NOW
Buy54
out of 100
Grade: C-
TTD
Buy56
out of 100
Grade: C
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 TTD.
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
Conservative balance sheet, low leverage
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Earnings declined 20.0%
Distress zone — elevated risk
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 : TTD
The strongest argument for TTD centers on Debt/Equity. Revenue growth of 11.8% demonstrates continued momentum. PEG of 1.06 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 : TTD
The primary concerns for TTD are EPS Growth, Altman Z-Score.
Key Dynamics to Monitor
NOW profiles as a growth stock while TTD is a value play — different risk/reward profiles.
TTD carries more volatility with a beta of 1.10 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
TTD scores higher overall (56/100 vs 54/100) and 11.8% revenue growth. NOW offers better value entry with a 80.9% margin of safety. 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.
Trade Desk Inc
COMMUNICATION SERVICES · ADVERTISING AGENCIES · USA
Trade Desk, Inc. is a technology company in the United States and internationally. The company is headquartered in Ventura, California.
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