Immersion Corporation (IMMR)vsServiceNow Inc (NOW)
IMMR
Immersion Corporation
$6.21
+2.48%
TECHNOLOGY · Cap: $216.13M
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 8039% more annual revenue ($13.28B vs $163.13M). IMMR leads profitability with a 40.6% profit margin vs 13.2%. IMMR trades at a lower P/E of 3.6x. IMMR earns a higher WallStSmart Score of 70/100 (B-).
IMMR
Strong Buy70
out of 100
Grade: B-
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+92.5%
Fair Value
$84.24
Current Price
$6.21
$78.03 discount
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
Attractively priced relative to earnings
Reasonable price relative to book value
Keeps 41 of every $100 in revenue as profit
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Areas to Watch
3.2% earnings growth
Smaller company, higher risk/reward
Operating margin of 4.1%
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : IMMR
The strongest argument for IMMR centers on P/E Ratio, Price/Book, Profit Margin. Profitability is solid with margins at 40.6% and operating margin at 4.1%. Revenue growth of 13.2% demonstrates continued momentum.
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 : IMMR
The primary concerns for IMMR are EPS Growth, Market Cap, Operating Margin.
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
IMMR profiles as a mature stock while NOW is a growth play — different risk/reward profiles.
NOW carries more volatility with a beta of 1.02 — 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.
Bottom Line
IMMR scores higher overall (70/100 vs 56/100), backed by strong 40.6% margins and 13.2% revenue growth. Both earn "Strong 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.
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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