Elastic NV (ESTC)vsServiceNow Inc (NOW)
ESTC
Elastic NV
$89.22
-0.55%
TECHNOLOGY · Cap: $9.13B
NOW
ServiceNow Inc
$137.68
-0.49%
TECHNOLOGY · Cap: $137.02B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 717% more annual revenue ($14.73B vs $1.80B). ESTC leads profitability with a 20.8% profit margin vs 11.3%. NOW appears more attractively valued with a PEG of 0.95. ESTC earns a higher WallStSmart Score of 50/100 (C-).
ESTC
Buy50
out of 100
Grade: C-
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+63.6%
Fair Value
$170.07
Current Price
$89.22
$80.85 discount
Margin of Safety
+78.3%
Fair Value
$624.48
Current Price
$137.68
$486.80 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 24.0% year-over-year
Areas to Watch
0.0% earnings growth
Weak financial health signals
Expensive relative to growth rate
ROE of -10.7% — below average capital efficiency
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 : 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 24.0% demonstrates continued momentum. PEG of 0.95 suggests the stock is reasonably priced for its growth.
Bear Case : ESTC
The primary concerns for ESTC are EPS Growth, Piotroski F-Score, PEG Ratio.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 81.8x 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 24.0% — 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
ESTC scores higher overall (50/100 vs 49/100), backed by strong 20.8% margins and 15.1% revenue growth. NOW offers better value entry with a 78.3% 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.
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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