WallStSmart

Immersion Corporation (IMMR)vsServiceNow Inc (NOW)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ServiceNow Inc generates 751% more annual revenue ($14.73B vs $1.73B). NOW leads profitability with a 11.3% profit margin vs 0.3%. NOW appears more attractively valued with a PEG of 0.95. NOW earns a higher WallStSmart Score of 49/100 (D+).

IMMR

Hold

40

out of 100

Grade: D

Growth: 4.7Profit: 4.5Value: 3.7Quality: 7.0
Piotroski: 5/9Altman Z: 2.10

NOW

Hold

49

out of 100

Grade: D+

Growth: 6.7Profit: 5.5Value: 6.7Quality: 4.0
Piotroski: 1/9Altman Z: 1.65
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

Intrinsic value data unavailable for IMMR.

NOWUndervalued (+78.9%)

Margin of Safety

+78.9%

Fair Value

$626.98

Current Price

$132.53

$494.45 discount

UndervaluedFair: $626.98Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

IMMR1 strengths · Avg: 10.0/10
Price/BookValuation
0.8x10/10

Reasonable price relative to book value

NOW3 strengths · Avg: 8.3/10
Market CapQuality
$137.02B9/10

Large-cap with strong market position

PEG RatioValuation
0.958/10

Growing faster than its price suggests

Revenue GrowthGrowth
24.0%8/10

Revenue surging 24.0% year-over-year

Areas to Watch

IMMR4 concerns · Avg: 3.0/10
PEG RatioValuation
2.214/10

Expensive relative to growth rate

Market CapQuality
$250.27M3/10

Smaller company, higher risk/reward

Profit MarginProfitability
0.3%3/10

0.3% margin — thin

P/E RatioValuation
53.9x2/10

Premium valuation, high expectations priced in

NOW4 concerns · Avg: 3.5/10
Price/BookValuation
10.9x4/10

Trading at 10.9x book value

Altman Z-ScoreHealth
1.654/10

Distress zone — elevated risk

Operating MarginProfitability
4.1%3/10

Operating margin of 4.1%

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

Comparative Analysis Report

WallStSmart Research

Bull Case : IMMR

The strongest argument for IMMR centers on Price/Book.

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 : IMMR

The primary concerns for IMMR are PEG Ratio, Market Cap, Profit Margin. A P/E of 53.9x leaves little room for execution misses. Thin 0.3% margins leave little buffer for downturns.

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

IMMR profiles as a value stock while NOW is a growth play — different risk/reward profiles.

IMMR carries more volatility with a beta of 1.01 — 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.

Bottom Line

NOW scores higher overall (49/100 vs 40/100) and 24.0% revenue growth. Both earn "Hold" 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.

Immersion Corporation

TECHNOLOGY · SOFTWARE - APPLICATION · USA

Immersion Corporation creates, designs, develops, and licenses haptic technologies that enable people to use their sense of touch to interact and experience various digital products in North America, Europe, and Asia. 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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