Elastic NV (ESTC)vsServiceNow Inc (NOW)
ESTC
Elastic NV
$86.08
+2.23%
TECHNOLOGY · Cap: $10.21B
NOW
ServiceNow Inc
$102.36
-0.38%
TECHNOLOGY · Cap: $109.11B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 756% more annual revenue ($15.43B vs $1.80B). ESTC leads profitability with a 20.8% profit margin vs 9.4%. NOW appears more attractively valued with a PEG of 0.76. NOW earns a higher WallStSmart Score of 55/100 (C-).
ESTC
Buy52
out of 100
Grade: C-
NOW
Buy55
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.1%
Fair Value
$167.76
Current Price
$86.08
$81.68 discount
Margin of Safety
+83.7%
Fair Value
$643.99
Current Price
$102.36
$541.63 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 21 of every $100 in revenue as profit
15.1% revenue growth
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 20.5% year-over-year
Areas to Watch
Moderate valuation
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
Trading at 8.1x book value
Distress zone — elevated risk
Weak financial health signals
Premium valuation, high expectations priced in
Comparative Analysis Report
WallStSmart ResearchBull Case : ESTC
The strongest argument for ESTC centers on Profit Margin, Revenue Growth. Profitability is solid with margins at 20.8% and operating margin at -0.6%. Revenue growth of 15.1% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 20.5% demonstrates continued momentum. PEG of 0.76 suggests the stock is reasonably priced for its growth.
Bear Case : ESTC
The primary concerns for ESTC are P/E Ratio, EPS Growth, Piotroski F-Score.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Piotroski F-Score. A P/E of 75.6x leaves little room for execution misses.
Key Dynamics to Monitor
ESTC carries more volatility with a beta of 1.04 — expect wider price swings.
NOW is growing revenue faster at 20.5% — 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 (55/100 vs 52/100) and 20.5% revenue growth. ESTC offers better value entry with a 63.1% 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.
Elastic NV
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Elastic NV, a search company, offers technology that enables users to search through structured and unstructured data for a variety of consumer and business applications. The company is headquartered in Mountain View, California.
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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