Kaltura Inc (KLTR)vsServiceNow Inc (NOW)
KLTR
Kaltura Inc
$1.40
+1.45%
TECHNOLOGY · Cap: $210.53M
NOW
ServiceNow Inc
$114.19
+3.46%
TECHNOLOGY · Cap: $98.45B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 7721% more annual revenue ($13.96B vs $178.50M). NOW leads profitability with a 12.6% profit margin vs -8.3%. NOW earns a higher WallStSmart Score of 59/100 (C).
KLTR
Avoid21
out of 100
Grade: F
NOW
Buy59
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+11.5%
Fair Value
$1.65
Current Price
$1.40
$0.25 discount
Margin of Safety
+80.8%
Fair Value
$602.92
Current Price
$114.19
$488.73 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
No standout strengths identified
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 22.1% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
Trading at 46.7x book value
ROE of -317.0% — below average capital efficiency
Trading at 10.0x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : KLTR
KLTR has a balanced fundamental profile.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 0.89 suggests the stock is reasonably priced for its growth.
Bear Case : KLTR
The primary concerns for KLTR are EPS Growth, Market Cap, Price/Book. Debt-to-equity of 9.59 is elevated, increasing financial risk.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 60.4x leaves little room for execution misses.
Key Dynamics to Monitor
KLTR profiles as a turnaround stock while NOW is a growth play — different risk/reward profiles.
KLTR carries more volatility with a beta of 1.17 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (473M), providing more financial flexibility.
Bottom Line
NOW scores higher overall (59/100 vs 21/100) and 22.1% revenue growth. 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.
Kaltura Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Kaltura Inc. (KLTR) is a leading provider of cloud-based video solutions, specializing in the creation, management, and distribution of video content across various sectors, including education, enterprise, and media. With a strong emphasis on open-source technology, Kaltura delivers highly customizable video experiences that enhance user engagement and foster collaboration. As digital transformation accelerates and demand for high-quality video content surges, Kaltura's innovative and scalable platform is strategically positioned for sustained growth, presenting an attractive opportunity for institutional investors seeking to tap into the burgeoning multimedia landscape.
Visit Website →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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