ServiceNow Inc (NOW)vsVTEX (VTEX)
NOW
ServiceNow Inc
$112.45
+2.05%
TECHNOLOGY · Cap: $131.65B
VTEX
VTEX
$3.65
-2.14%
TECHNOLOGY · Cap: $613.75M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 5551% more annual revenue ($13.96B vs $247.05M). NOW leads profitability with a 12.6% profit margin vs 9.4%. VTEX trades at a lower P/E of 27.7x. NOW earns a higher WallStSmart Score of 54/100 (C-).
NOW
Buy54
out of 100
Grade: C-
VTEX
Hold48
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Margin of Safety
+53.5%
Fair Value
$6.66
Current Price
$3.65
$3.01 discount
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
Earnings expanding 390.5% YoY
Conservative balance sheet, low leverage
Reasonable price relative to book value
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Moderate valuation
Smaller company, higher risk/reward
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 : VTEX
The strongest argument for VTEX centers on EPS Growth, Debt/Equity, Price/Book. Revenue growth of 12.1% 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 : VTEX
The primary concerns for VTEX are P/E Ratio, Market Cap.
Key Dynamics to Monitor
NOW profiles as a growth stock while VTEX is a value play — different risk/reward profiles.
VTEX carries more volatility with a beta of 1.04 — 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
NOW scores higher overall (54/100 vs 48/100) and 22.1% revenue growth. VTEX offers better value entry with a 53.5% margin of safety. 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.
VTEX
TECHNOLOGY · SOFTWARE - APPLICATION · USA
VTEX provides a software-as-a-service digital commerce platform for business brands and retailers. The company is headquartered in London, the United Kingdom.
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