Lightspeed Commerce Inc (LSPD)vsServiceNow Inc (NOW)
LSPD
Lightspeed Commerce Inc
$10.90
+0.09%
TECHNOLOGY · Cap: $1.37B
NOW
ServiceNow Inc
$154.78
-3.00%
TECHNOLOGY · Cap: $146.78B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 1083% more annual revenue ($14.73B vs $1.24B). NOW leads profitability with a 11.3% profit margin vs -7.8%. NOW earns a higher WallStSmart Score of 47/100 (D+).
LSPD
Hold38
out of 100
Grade: F
NOW
Hold47
out of 100
Grade: D+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Intrinsic value data unavailable for LSPD.
Margin of Safety
+74.4%
Fair Value
$617.23
Current Price
$154.78
$462.45 discount
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Reasonable price relative to book value
Conservative balance sheet, low leverage
Safe zone — low bankruptcy risk
Large-cap with strong market position
Revenue surging 24.0% year-over-year
Areas to Watch
0.0% earnings growth
Smaller company, higher risk/reward
ROE of -9.7% — below average capital efficiency
Negative free cash flow — burning cash
Trading at 12.8x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LSPD
The strongest argument for LSPD centers on Price/Book, Debt/Equity, Altman Z-Score.
Bull Case : NOW
The strongest argument for NOW centers on Market Cap, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 1.01 suggests the stock is reasonably priced for its growth.
Bear Case : LSPD
The primary concerns for LSPD are EPS Growth, Market Cap, Return on Equity.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 88.7x leaves little room for execution misses.
Key Dynamics to Monitor
LSPD profiles as a turnaround stock while NOW is a growth play — different risk/reward profiles.
LSPD carries more volatility with a beta of 1.76 — 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 (47/100 vs 38/100) 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.
Lightspeed Commerce Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lightspeed POS Inc. provides a software-as-a-service (SaaS) platform that enables commerce for small and medium-sized businesses, retailers, restaurants, and golf course operators in Canada, the United States, Germany, Australia, and internationally. The company is headquartered in Montral, Canada.
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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