Alarm.com Holdings Inc (ALRM)vsServiceNow Inc (NOW)
ALRM
Alarm.com Holdings Inc
$57.53
+2.20%
TECHNOLOGY · Cap: $2.71B
NOW
ServiceNow Inc
$124.88
+6.42%
TECHNOLOGY · Cap: $122.14B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1320% more annual revenue ($14.73B vs $1.04B). ALRM leads profitability with a 12.4% profit margin vs 11.3%. NOW appears more attractively valued with a PEG of 0.99. ALRM earns a higher WallStSmart Score of 54/100 (C-).
ALRM
Buy54
out of 100
Grade: C-
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+31.5%
Fair Value
$67.78
Current Price
$57.53
$10.25 discount
Margin of Safety
+81.5%
Fair Value
$634.69
Current Price
$124.88
$509.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
Grey zone — moderate risk
Earnings declined 10.3%
Trading at 10.3x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ALRM
Revenue growth of 11.0% demonstrates continued momentum. PEG of 1.41 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : ALRM
The primary concerns for ALRM are Altman Z-Score, EPS Growth.
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.
Key Dynamics to Monitor
ALRM profiles as a value stock while NOW is a growth play — different risk/reward profiles.
NOW carries more volatility with a beta of 0.93 — 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.
Bottom Line
ALRM scores higher overall (54/100 vs 49/100) and 11.0% revenue growth. NOW offers better value entry with a 81.5% 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.
Alarm.com Holdings Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Alarm.com Holdings, Inc. offers cloud-based solutions for smart residential and commercial properties in the United States and internationally. The company is headquartered in Tysons, Virginia.
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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