Autodesk Inc (ADSK)vsServiceNow Inc (NOW)
ADSK
Autodesk Inc
$245.25
+3.32%
TECHNOLOGY · Cap: $42.97B
NOW
ServiceNow Inc
$115.76
-4.93%
TECHNOLOGY · Cap: $98.45B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 86% more annual revenue ($13.96B vs $7.51B). ADSK leads profitability with a 19.5% profit margin vs 12.6%. ADSK appears more attractively valued with a PEG of 0.81. ADSK earns a higher WallStSmart Score of 74/100 (B).
ADSK
Strong Buy74
out of 100
Grade: B
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-22.1%
Fair Value
$190.48
Current Price
$245.25
$54.77 premium
Margin of Safety
+80.8%
Fair Value
$602.92
Current Price
$115.76
$487.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Every $100 of equity generates 46 in profit
Earnings expanding 231.4% YoY
Growing faster than its price suggests
Strong operational efficiency at 29.5%
18.4% revenue growth
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Trading at 16.2x book value
Distress zone — elevated risk
Trading at 10.2x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ADSK
The strongest argument for ADSK centers on Return on Equity, EPS Growth, PEG Ratio. Profitability is solid with margins at 19.5% and operating margin at 29.5%. Revenue growth of 18.4% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : ADSK
The primary concerns for ADSK are P/E Ratio, Price/Book, Altman Z-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 60.4x leaves little room for execution misses.
Key Dynamics to Monitor
ADSK carries more volatility with a beta of 1.32 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
ADSK generates stronger free cash flow (876M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ADSK scores higher overall (74/100 vs 59/100), backed by strong 19.5% margins and 18.4% revenue growth. NOW offers better value entry with a 80.8% margin of safety. Both earn "Strong 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.
Autodesk Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Autodesk, Inc. is an American multinational software corporation that makes software products and services for the architecture, engineering, construction, manufacturing, media, education, and entertainment industries. Autodesk is headquartered in San Rafael, California.
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.
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