Fastly, Inc. Class A Common Stock (FSLY)vsServiceNow Inc (NOW)
FSLY
Fastly, Inc. Class A Common Stock
$23.16
+1.98%
TECHNOLOGY · Cap: $3.62B
NOW
ServiceNow Inc
$132.53
+1.04%
TECHNOLOGY · Cap: $137.02B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2044% more annual revenue ($14.73B vs $687.17M). NOW leads profitability with a 11.3% profit margin vs -11.8%. NOW earns a higher WallStSmart Score of 49/100 (D+).
FSLY
Avoid33
out of 100
Grade: F
NOW
Hold49
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.6%
Fair Value
$36.62
Current Price
$23.16
$13.46 discount
Margin of Safety
+78.9%
Fair Value
$626.98
Current Price
$132.53
$494.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Revenue surging 23.3% year-over-year
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
ROE of -10.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Trading at 10.9x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLY
The strongest argument for FSLY centers on Revenue Growth. Revenue growth of 23.3% 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 : FSLY
The primary concerns for FSLY are EPS Growth, Return on Equity, Altman Z-Score.
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
NOW carries more volatility with a beta of 0.97 — 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
NOW scores higher overall (49/100 vs 33/100) and 24.0% revenue growth. FSLY offers better value entry with a 74.6% margin of safety. Both earn "Hold" and "Avoid" ratings respectively — the choice depends on your investment horizon and risk tolerance.
This analysis is generated from publicly available financial data. Not financial advice.
Fastly, Inc. Class A Common Stock
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Fastly, Inc. operates an edge cloud platform to process, serve, and protect its customers' applications in the United States, Asia Pacific, Europe, and internationally. The company is headquartered in San Francisco, 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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