ServiceNow Inc (NOW)vsVia Transportation, Inc. (VIA)
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
VIA
Via Transportation, Inc.
$13.59
+1.19%
TECHNOLOGY · Cap: $1.43B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 3162% more annual revenue ($13.28B vs $407.11M). NOW leads profitability with a 13.2% profit margin vs -22.9%. NOW earns a higher WallStSmart Score of 56/100 (C).
NOW
Buy56
out of 100
Grade: C
VIA
Hold39
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Intrinsic value data unavailable for VIA.
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
Revenue surging 31.6% year-over-year
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
0.0% earnings growth
Smaller company, higher risk/reward
ROE of 0.0% — 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, 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 : VIA
The strongest argument for VIA centers on Revenue Growth, Debt/Equity, Price/Book. Revenue growth of 31.6% demonstrates continued momentum.
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 : VIA
The primary concerns for VIA are EPS Growth, Market Cap, Return on Equity.
Key Dynamics to Monitor
NOW profiles as a growth stock while VIA is a hypergrowth play — different risk/reward profiles.
VIA is growing revenue faster at 31.6% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (56/100 vs 39/100) and 20.7% 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.
Visit Website →Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?