Elastic NV (ESTC)vsServiceNow Inc (NOW)
ESTC
Elastic NV
$58.73
-5.07%
TECHNOLOGY · Cap: $6.27B
NOW
ServiceNow Inc
$93.01
+3.15%
TECHNOLOGY · Cap: $107.41B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 703% more annual revenue ($13.96B vs $1.74B). ESTC leads profitability with a 21.1% profit margin vs 12.6%. NOW appears more attractively valued with a PEG of 1.01. NOW earns a higher WallStSmart Score of 57/100 (C).
ESTC
Buy55
out of 100
Grade: C
NOW
Buy57
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+64.1%
Fair Value
$172.16
Current Price
$58.73
$113.43 discount
Margin of Safety
+84.8%
Fair Value
$610.72
Current Price
$93.01
$517.71 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Keeps 21 of every $100 in revenue as profit
Attractively priced relative to earnings
16.0% revenue growth
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
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 8.2x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : ESTC
The strongest argument for ESTC centers on Profit Margin, P/E Ratio, Revenue Growth. Profitability is solid with margins at 21.1% and operating margin at -3.5%. Revenue growth of 16.0% demonstrates continued momentum.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.01 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, EPS Growth, Altman Z-Score. A P/E of 62.0x leaves little room for execution misses.
Key Dynamics to Monitor
ESTC carries more volatility with a beta of 0.98 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (57/100 vs 55/100) and 22.1% revenue growth. ESTC offers better value entry with a 64.1% 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.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?