CommVault Systems Inc (CVLT)vsServiceNow Inc (NOW)
CVLT
CommVault Systems Inc
$79.75
+1.85%
TECHNOLOGY · Cap: $3.45B
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1058% more annual revenue ($13.28B vs $1.15B). NOW leads profitability with a 13.2% profit margin vs 7.6%. NOW appears more attractively valued with a PEG of 1.06. CVLT earns a higher WallStSmart Score of 59/100 (C).
CVLT
Buy59
out of 100
Grade: C
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+2.3%
Fair Value
$89.86
Current Price
$79.75
$10.11 discount
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
Every $100 of equity generates 35 in profit
Earnings expanding 66.7% YoY
19.5% revenue growth
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Areas to Watch
Trading at 16.2x book value
7.6% margin — thin
Weak financial health signals
Expensive relative to growth rate
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : CVLT
The strongest argument for CVLT centers on Return on Equity, EPS Growth, Revenue Growth. Revenue growth of 19.5% demonstrates continued momentum.
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 : CVLT
The primary concerns for CVLT are Price/Book, Profit Margin, Piotroski F-Score. A P/E of 40.8x leaves little room for execution misses.
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
NOW carries more volatility with a beta of 1.02 — 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.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
CVLT scores higher overall (59/100 vs 56/100) and 19.5% 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.
CommVault Systems Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Commvault Systems, Inc. provides data protection and information management software applications and related services in the United States and internationally. The company is headquartered in Tinton Falls, New Jersey.
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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