Kaltura Inc (KLTR)vsServiceNow Inc (NOW)
KLTR
Kaltura Inc
$1.42
-6.58%
TECHNOLOGY · Cap: $209.02M
NOW
ServiceNow Inc
$112.45
+2.05%
TECHNOLOGY · Cap: $131.65B
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 54/100 (C-).
KLTR
Avoid21
out of 100
Grade: F
NOW
Buy54
out of 100
Grade: C-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+13.6%
Fair Value
$1.69
Current Price
$1.42
$0.27 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
No standout strengths identified
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
0.0% earnings growth
Smaller company, higher risk/reward
Trading at 47.3x book value
ROE of -317.0% — below average capital efficiency
Trading at 9.9x 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, 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 : 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 76.0x 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 1.15 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Bottom Line
NOW scores higher overall (54/100 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 that empower organizations to create, manage, and distribute engaging multimedia content across various sectors, including education, enterprise, and media. With a strong commitment to open-source technology, Kaltura enables extensive customization of video experiences, thereby enhancing user engagement and facilitating collaboration. As companies increasingly prioritize digital transformation and the demand for high-quality video content accelerates, Kaltura's scalable and innovative platform positions the firm favorably for sustained growth in a rapidly evolving market 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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