Digital Turbine Inc (APPS)vsServiceNow Inc (NOW)
APPS
Digital Turbine Inc
$2.96
-5.73%
TECHNOLOGY · Cap: $374.09M
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2350% more annual revenue ($13.28B vs $541.85M). NOW leads profitability with a 13.2% profit margin vs -9.1%. APPS appears more attractively valued with a PEG of 0.69. NOW earns a higher WallStSmart Score of 56/100 (C).
APPS
Buy52
out of 100
Grade: C-
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for APPS.
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Areas to Watch
Smaller company, higher risk/reward
ROE of -27.5% — below average capital efficiency
Earnings declined 42.9%
Currently unprofitable
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : APPS
The strongest argument for APPS centers on PEG Ratio, Price/Book. Revenue growth of 12.5% demonstrates continued momentum. PEG of 0.69 suggests the stock is reasonably priced for its growth.
Bull 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.
Bear Case : APPS
The primary concerns for APPS are Market Cap, Return on Equity, EPS Growth.
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.
Key Dynamics to Monitor
APPS profiles as a turnaround stock while NOW is a growth play — different risk/reward profiles.
APPS carries more volatility with a beta of 2.27 — expect wider price swings.
NOW is growing revenue faster at 20.7% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
NOW scores higher overall (56/100 vs 52/100) and 20.7% revenue growth. Both earn "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.
Digital Turbine Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Digital Turbine, Inc. provides mobile and media communication products and solutions for mobile operators, application advertisers, publishers, original equipment manufacturers (OEMs), and other third parties. The company is headquartered in Austin, Texas.
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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