Viant Technology Inc (DSP)vsServiceNow Inc (NOW)
DSP
Viant Technology Inc
$12.19
-1.22%
TECHNOLOGY · Cap: $838.42M
NOW
ServiceNow Inc
$137.78
-1.57%
TECHNOLOGY · Cap: $145.55B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 3692% more annual revenue ($14.73B vs $388.50M). NOW leads profitability with a 11.3% profit margin vs 2.2%. DSP appears more attractively valued with a PEG of 0.96. DSP earns a higher WallStSmart Score of 60/100 (C).
DSP
Buy60
out of 100
Grade: C
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+36.2%
Fair Value
$15.41
Current Price
$12.19
$3.22 discount
Margin of Safety
+77.9%
Fair Value
$624.48
Current Price
$137.78
$486.70 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 33.9% year-over-year
Earnings expanding 255.1% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
ROE of 7.7% — below average capital efficiency
2.2% margin — thin
Trading at 11.4x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DSP
The strongest argument for DSP centers on Revenue Growth, EPS Growth, Debt/Equity. Revenue growth of 33.9% demonstrates continued momentum. PEG of 0.96 suggests the stock is reasonably priced for its growth.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : DSP
The primary concerns for DSP are P/E Ratio, Market Cap, Return on Equity. Thin 2.2% margins leave little buffer for downturns.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 88.5x leaves little room for execution misses.
Key Dynamics to Monitor
DSP profiles as a hypergrowth stock while NOW is a growth play — different risk/reward profiles.
DSP carries more volatility with a beta of 1.13 — expect wider price swings.
DSP is growing revenue faster at 33.9% — sustainability is the question.
NOW generates stronger free cash flow (473M), providing more financial flexibility.
Bottom Line
DSP scores higher overall (60/100 vs 49/100) and 33.9% revenue growth. NOW offers better value entry with a 77.9% margin of safety. Both earn "Buy" and "Hold" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Viant Technology Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Viant Technology Inc. is an adware company. The company is headquartered in Irvine, California.
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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