ServiceNow Inc (NOW)vsVia Transportation, Inc. (VIA)
NOW
ServiceNow Inc
$112.45
+2.05%
TECHNOLOGY · Cap: $131.65B
VIA
Via Transportation, Inc.
$14.74
-3.53%
TECHNOLOGY · Cap: $1.29B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2914% more annual revenue ($13.96B vs $463.13M). NOW leads profitability with a 12.6% profit margin vs -21.6%. NOW earns a higher WallStSmart Score of 54/100 (C-).
NOW
Buy54
out of 100
Grade: C-
VIA
Hold36
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Intrinsic value data unavailable for VIA.
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
Reasonable price relative to book value
Revenue surging 29.2% year-over-year
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -16.1% — below average capital efficiency
Negative free cash flow — burning cash
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 : VIA
The strongest argument for VIA centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 29.2% demonstrates continued momentum.
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 : VIA
The primary concerns for VIA are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
VIA is growing revenue faster at 29.2% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (54/100 vs 36/100) and 22.1% revenue growth. 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.
Via Transportation, Inc.
TECHNOLOGY · SOFTWARE - APPLICATION · USA
On December 4, 2019, Viacom Inc. was acquired by CBS Corporation. The company is headquartered in New York, New York.
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