Amplitude Inc (AMPL)vsServiceNow Inc (NOW)
AMPL
Amplitude Inc
$7.66
-1.16%
TECHNOLOGY · Cap: $913.75M
NOW
ServiceNow Inc
$93.01
-2.21%
TECHNOLOGY · Cap: $107.41B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 3813% more annual revenue ($13.96B vs $356.75M). NOW leads profitability with a 12.6% profit margin vs -25.1%. NOW earns a higher WallStSmart Score of 57/100 (C).
AMPL
Avoid32
out of 100
Grade: F
NOW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+46.2%
Fair Value
$12.47
Current Price
$7.66
$4.81 discount
Margin of Safety
+84.8%
Fair Value
$610.72
Current Price
$93.01
$517.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
16.9% revenue growth
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
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Weak financial health signals
ROE of -41.2% — below average capital efficiency
Trading at 8.2x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : AMPL
The strongest argument for AMPL centers on Debt/Equity, Revenue Growth. Revenue growth of 16.9% demonstrates continued momentum.
Bull 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 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : AMPL
The primary concerns for AMPL are EPS Growth, Market Cap, Piotroski F-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 62.0x leaves little room for execution misses.
Key Dynamics to Monitor
AMPL carries more volatility with a beta of 1.45 — 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.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (57/100 vs 32/100) and 22.1% revenue growth. AMPL offers better value entry with a 46.2% margin of safety. Both earn "Buy" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Amplitude Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Amplitude Inc is a premier product intelligence platform that empowers organizations to gain deep insights into user behavior and optimize product performance. Through its advanced analytics solutions, Amplitude enhances customer engagement and retention, enabling businesses across various industries to drive sustainable growth. With a strong emphasis on innovation and scalability, Amplitude occupies a strategic position in the rapidly evolving digital analytics sector, making it a vital partner for enterprises aiming to elevate customer experiences and streamline operational efficiencies.
Visit Website →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.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?