ServiceNow Inc (NOW)vsUnity Software Inc (U)
NOW
ServiceNow Inc
$124.88
+6.42%
TECHNOLOGY · Cap: $122.14B
U
Unity Software Inc
$43.00
+5.37%
TECHNOLOGY · Cap: $13.84B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 666% more annual revenue ($14.73B vs $1.92B). NOW leads profitability with a 11.3% profit margin vs -35.0%. NOW earns a higher WallStSmart Score of 49/100 (D+).
NOW
Hold49
out of 100
Grade: D+
U
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.5%
Fair Value
$634.69
Current Price
$124.88
$509.81 discount
Margin of Safety
+50.8%
Fair Value
$39.90
Current Price
$43.00
$3.10 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
16.8% revenue growth
Areas to Watch
Trading at 10.3x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
0.0% earnings growth
ROE of -22.6% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bull Case : U
The strongest argument for U centers on Revenue Growth. Revenue growth of 16.8% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 72.0x leaves little room for execution misses.
Bear Case : U
The primary concerns for U are EPS Growth, Return on Equity, Altman Z-Score.
Key Dynamics to Monitor
U carries more volatility with a beta of 2.05 — 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.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (49/100 vs 32/100) and 24.0% revenue growth. U offers better value entry with a 50.8% margin of safety. Both earn "Hold" and "Avoid" 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.
Unity Software Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Unity Software Inc. operates a real-time 3D development platform. The company is headquartered in San Francisco, California.
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