Donnelley Financial Solutions Inc (DFIN)vsServiceNow Inc (NOW)
DFIN
Donnelley Financial Solutions Inc
$36.74
-4.60%
TECHNOLOGY · Cap: $1.00B
NOW
ServiceNow Inc
$112.45
-0.90%
TECHNOLOGY · Cap: $131.65B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1710% more annual revenue ($13.96B vs $771.40M). NOW leads profitability with a 12.6% profit margin vs 4.5%. DFIN appears more attractively valued with a PEG of 0.97. DFIN earns a higher WallStSmart Score of 62/100 (C+).
DFIN
Buy62
out of 100
Grade: C+
NOW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-64.2%
Fair Value
$25.13
Current Price
$36.74
$11.61 premium
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Reasonable price relative to book value
Strong operational efficiency at 23.7%
Earnings expanding 21.0% YoY
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
Moderate valuation
2.2% revenue growth
Smaller company, higher risk/reward
4.5% margin — thin
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DFIN
The strongest argument for DFIN centers on PEG Ratio, Price/Book, Operating Margin. PEG of 0.97 suggests the stock is reasonably priced for its growth.
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 1.32 suggests the stock is reasonably priced for its growth.
Bear Case : DFIN
The primary concerns for DFIN are P/E Ratio, Revenue Growth, Market Cap. Thin 4.5% margins leave little buffer for downturns.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 76.0x leaves little room for execution misses.
Key Dynamics to Monitor
DFIN profiles as a value stock while NOW is a growth play — different risk/reward profiles.
DFIN carries more volatility with a beta of 0.83 — 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.
Bottom Line
DFIN scores higher overall (62/100 vs 54/100). NOW offers better value entry with a 82.6% margin of safety. 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.
Donnelley Financial Solutions Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Donnelley Financial Solutions, Inc. is a global risk and compliance solutions company. The company is headquartered in Chicago, Illinois.
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.
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