HubSpot Inc (HUBS)vsServiceNow Inc (NOW)
HUBS
HubSpot Inc
$212.64
-3.51%
TECHNOLOGY · Cap: $9.62B
NOW
ServiceNow Inc
$112.45
+2.05%
TECHNOLOGY · Cap: $131.65B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 323% more annual revenue ($13.96B vs $3.30B). NOW leads profitability with a 12.6% profit margin vs 3.0%. HUBS appears more attractively valued with a PEG of 0.30. HUBS earns a higher WallStSmart Score of 59/100 (C).
HUBS
Buy59
out of 100
Grade: C
NOW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+59.7%
Fair Value
$519.57
Current Price
$212.64
$306.93 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
Growing faster than its price suggests
Earnings expanding 968.0% YoY
Conservative balance sheet, low leverage
Revenue surging 23.4% year-over-year
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
ROE of 5.0% — below average capital efficiency
3.0% margin — thin
Operating margin of 3.3%
Weak financial health signals
Trading at 9.9x book value
2.3% 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, EPS Growth, Debt/Equity. Revenue growth of 23.4% demonstrates continued momentum. PEG of 0.30 suggests the stock is reasonably priced for its growth.
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 : HUBS
The primary concerns for HUBS are Return on Equity, Profit Margin, Operating Margin. A P/E of 98.9x leaves little room for execution misses. Thin 3.0% 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 76.0x leaves little room for execution misses.
Key Dynamics to Monitor
HUBS carries more volatility with a beta of 1.20 — expect wider price swings.
HUBS is growing revenue faster at 23.4% — 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
HUBS scores higher overall (59/100 vs 54/100) and 23.4% revenue growth. NOW offers better value entry with a 82.6% 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.
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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