HubSpot Inc (HUBS)vsServiceNow Inc (NOW)
HUBS
HubSpot Inc
$238.07
+0.05%
TECHNOLOGY · Cap: $12.55B
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 324% more annual revenue ($13.28B vs $3.13B). NOW leads profitability with a 13.2% profit margin vs 1.5%. HUBS appears more attractively valued with a PEG of 0.42. NOW earns a higher WallStSmart Score of 56/100 (C).
HUBS
Buy55
out of 100
Grade: C-
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-420.1%
Fair Value
$40.25
Current Price
$238.07
$197.82 premium
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Growing faster than its price suggests
Revenue surging 20.4% year-over-year
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Areas to Watch
ROE of 2.3% — below average capital efficiency
1.5% margin — thin
Weak financial health signals
Premium valuation, high expectations priced in
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : HUBS
The strongest argument for HUBS centers on PEG Ratio, Revenue Growth. Revenue growth of 20.4% demonstrates continued momentum. PEG of 0.42 suggests the stock is reasonably priced for its growth.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth, Free Cash Flow. Revenue growth of 20.7% demonstrates continued momentum. PEG of 1.06 suggests the stock is reasonably priced for its growth.
Bear Case : HUBS
The primary concerns for HUBS are Return on Equity, Profit Margin, Piotroski F-Score. A P/E of 276.7x leaves little room for execution misses. Thin 1.5% margins leave little buffer for downturns.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 62.7x leaves little room for execution misses.
Key Dynamics to Monitor
HUBS carries more volatility with a beta of 1.45 — expect wider price swings.
NOW is growing revenue faster at 20.7% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
NOW scores higher overall (56/100 vs 55/100) and 20.7% revenue growth. 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.
HubSpot Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
HubSpot, Inc. provides a cloud-based customer relationship management (CRM) platform for companies in the Americas, Europe, and Asia Pacific. The company is headquartered in Cambridge, Massachusetts.
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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