Freshworks Inc (FRSH)vsServiceNow Inc (NOW)
FRSH
Freshworks Inc
$11.84
+2.16%
TECHNOLOGY · Cap: $3.14B
NOW
ServiceNow Inc
$124.88
+6.42%
TECHNOLOGY · Cap: $122.14B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1591% more annual revenue ($14.73B vs $871.17M). FRSH leads profitability with a 20.7% profit margin vs 11.3%. FRSH appears more attractively valued with a PEG of 0.61. FRSH earns a higher WallStSmart Score of 60/100 (C+).
FRSH
Buy60
out of 100
Grade: C+
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.2%
Fair Value
$17.89
Current Price
$11.84
$6.05 discount
Margin of Safety
+81.5%
Fair Value
$634.69
Current Price
$124.88
$509.81 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Keeps 21 of every $100 in revenue as profit
Growing faster than its price suggests
16.5% 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
Distress zone — elevated risk
Operating margin of -3.5%
Trading at 10.3x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FRSH
The strongest argument for FRSH centers on Debt/Equity, Profit Margin, PEG Ratio. Profitability is solid with margins at 20.7% and operating margin at -3.5%. Revenue growth of 16.5% 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 0.99 suggests the stock is reasonably priced for its growth.
Bear Case : FRSH
The primary concerns for FRSH are EPS Growth, Altman Z-Score, Operating Margin.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 72.0x leaves little room for execution misses.
Key Dynamics to Monitor
NOW carries more volatility with a beta of 0.93 — 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
FRSH scores higher overall (60/100 vs 49/100), backed by strong 20.7% margins and 16.5% revenue growth. NOW offers better value entry with a 81.5% 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.
Freshworks Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Papa Murphy's Holdings, Inc. owns, operates and franchises Take? The company is headquartered in Vancouver, Washington.
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?