Fastly, Inc. Class A Common Stock (FSLY)vsServiceNow Inc (NOW)
FSLY
Fastly, Inc. Class A Common Stock
$18.07
-9.24%
TECHNOLOGY · Cap: $2.78B
NOW
ServiceNow Inc
$112.45
-0.90%
TECHNOLOGY · Cap: $131.65B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 2039% more annual revenue ($13.96B vs $652.57M). NOW leads profitability with a 12.6% profit margin vs -15.8%. NOW earns a higher WallStSmart Score of 54/100 (C-).
FSLY
Avoid33
out of 100
Grade: F
NOW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.5%
Fair Value
$36.45
Current Price
$18.07
$18.38 discount
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Conservative balance sheet, low leverage
Reasonable price relative to book value
19.8% 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
ROE of -10.7% — below average capital efficiency
Distress zone — elevated risk
Currently unprofitable
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : FSLY
The strongest argument for FSLY centers on Debt/Equity, Price/Book, Revenue Growth. Revenue growth of 19.8% 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 1.32 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, EPS Growth, Altman Z-Score. A P/E of 76.0x leaves little room for execution misses.
Key Dynamics to Monitor
NOW carries more volatility with a beta of 0.82 — 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 (54/100 vs 33/100) and 22.1% revenue growth. FSLY offers better value entry with a 74.5% margin of safety. Both earn "Buy" 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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