LYFT Inc (LYFT)vsServiceNow Inc (NOW)
LYFT
LYFT Inc
$13.26
+0.76%
TECHNOLOGY · Cap: $5.26B
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 110% more annual revenue ($13.28B vs $6.32B). LYFT leads profitability with a 45.0% profit margin vs 13.2%. LYFT appears more attractively valued with a PEG of 0.15. LYFT earns a higher WallStSmart Score of 77/100 (B+).
LYFT
Strong Buy77
out of 100
Grade: B+
NOW
Buy56
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+95.8%
Fair Value
$318.71
Current Price
$13.26
$305.45 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
Growing faster than its price suggests
Attractively priced relative to earnings
Every $100 of equity generates 141 in profit
Keeps 45 of every $100 in revenue as profit
Reasonable price relative to book value
Earnings expanding 45.1% YoY
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Areas to Watch
2.7% revenue growth
Weak financial health signals
Distress zone — elevated risk
Operating margin of -11.2%
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Comparative Analysis Report
WallStSmart ResearchBull Case : LYFT
The strongest argument for LYFT centers on PEG Ratio, P/E Ratio, Return on Equity. Profitability is solid with margins at 45.0% and operating margin at -11.2%. PEG of 0.15 suggests the stock is reasonably priced for its growth.
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 : LYFT
The primary concerns for LYFT are Revenue Growth, Piotroski F-Score, Altman Z-Score.
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
LYFT profiles as a value stock while NOW is a growth play — different risk/reward profiles.
LYFT carries more volatility with a beta of 1.91 — 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
LYFT scores higher overall (77/100 vs 56/100), backed by strong 45.0% margins. 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.
LYFT Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Lyft, Inc. operates a peer-to-peer marketplace for on-demand ridesharing in the United States and Canada. 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.
Compare with Other SOFTWARE - APPLICATION Stocks
Want to dig deeper into these stocks?