Viant Technology Inc (DSP)vsServiceNow Inc (NOW)
DSP
Viant Technology Inc
$11.42
-0.35%
TECHNOLOGY · Cap: $864.86M
NOW
ServiceNow Inc
$115.76
-4.92%
TECHNOLOGY · Cap: $98.45B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 3755% more annual revenue ($13.96B vs $362.10M). NOW leads profitability with a 12.6% profit margin vs 2.5%. NOW appears more attractively valued with a PEG of 0.89. NOW earns a higher WallStSmart Score of 59/100 (C).
DSP
Buy55
out of 100
Grade: C
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+33.0%
Fair Value
$14.66
Current Price
$11.42
$3.24 discount
Margin of Safety
+80.8%
Fair Value
$602.92
Current Price
$115.76
$487.16 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Earnings expanding 255.1% YoY
Conservative balance sheet, low leverage
Growing faster than its price suggests
Reasonable price relative to book value
Revenue surging 25.3% year-over-year
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Areas to Watch
Premium valuation, high expectations priced in
Smaller company, higher risk/reward
2.5% margin — thin
Negative free cash flow — burning cash
Trading at 10.2x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : DSP
The strongest argument for DSP centers on EPS Growth, Debt/Equity, PEG Ratio. Revenue growth of 25.3% demonstrates continued momentum. PEG of 0.90 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 22.1% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : DSP
The primary concerns for DSP are P/E Ratio, Market Cap, Profit Margin. Thin 2.5% 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 60.4x leaves little room for execution misses.
Key Dynamics to Monitor
DSP carries more volatility with a beta of 1.04 — expect wider price swings.
DSP is growing revenue faster at 25.3% — sustainability is the question.
NOW generates stronger free cash flow (473M), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (59/100 vs 55/100) and 22.1% revenue growth. DSP offers better value entry with a 33.0% 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.
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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