WallStSmart

Digimarc Corporation (DMRC)vsServiceNow Inc (NOW)

VS
⚡

Smart Verdict

WallStSmart Research — data-driven comparison

ServiceNow Inc generates 46667% more annual revenue ($14.73B vs $31.50M). NOW leads profitability with a 11.3% profit margin vs -99.8%. DMRC appears more attractively valued with a PEG of 0.52. NOW earns a higher WallStSmart Score of 47/100 (D+).

DMRC

Avoid

30

out of 100

Grade: F

Growth: 3.3Profit: 2.0Value: 7.7Quality: 5.0
Piotroski: 2/9Altman Z: -9.32

NOW

Hold

47

out of 100

Grade: D+

Growth: 6.7Profit: 5.5Value: 6.0Quality: 4.0
Piotroski: 1/9Altman Z: 1.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

DMRCUndervalued (+75.6%)

Margin of Safety

+75.6%

Fair Value

$21.25

Current Price

$8.63

$12.62 discount

UndervaluedFair: $21.25Overvalued
NOWUndervalued (+74.4%)

Margin of Safety

+74.4%

Fair Value

$617.23

Current Price

$154.78

$462.45 discount

UndervaluedFair: $617.23Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

DMRC2 strengths · Avg: 8.5/10
Debt/EquityHealth
0.169/10

Conservative balance sheet, low leverage

PEG RatioValuation
0.528/10

Growing faster than its price suggests

NOW2 strengths · Avg: 8.5/10
Market CapQuality
$146.78B9/10

Large-cap with strong market position

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

Areas to Watch

DMRC4 concerns · Avg: 3.0/10
EPS GrowthGrowth
0.0%4/10

0.0% earnings growth

Market CapQuality
$174.30M3/10

Smaller company, higher risk/reward

Piotroski F-ScoreQuality
2/93/10

Weak financial health signals

Return on EquityProfitability
-80.9%2/10

ROE of -80.9% — below average capital efficiency

NOW4 concerns · Avg: 3.5/10
Price/BookValuation
12.8x4/10

Trading at 12.8x book value

Altman Z-ScoreHealth
1.654/10

Distress zone — elevated risk

Operating MarginProfitability
4.1%3/10

Operating margin of 4.1%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : DMRC

The strongest argument for DMRC centers on Debt/Equity, PEG Ratio. PEG of 0.52 suggests the stock is reasonably priced for its growth.

Bull Case : NOW

The strongest argument for NOW centers on Market Cap, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.

Bear Case : DMRC

The primary concerns for DMRC are EPS Growth, Market Cap, Piotroski F-Score.

Bear Case : NOW

The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 88.7x leaves little room for execution misses.

Key Dynamics to Monitor

DMRC profiles as a turnaround stock while NOW is a growth play — different risk/reward profiles.

DMRC carries more volatility with a beta of 2.43 — 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

NOW scores higher overall (47/100 vs 30/100) and 24.0% revenue growth. DMRC offers better value entry with a 75.6% margin of safety. Both earn "Hold" 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.

Digimarc Corporation

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Digimarc Corporation offers automatic identification solutions to commercial and government customers in the United States and internationally. The company is headquartered in Beaverton, Oregon.

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.

Want to dig deeper into these stocks?