ServiceNow Inc (NOW)vsOracle Corporation (ORCL)
NOW
ServiceNow Inc
$124.88
+6.42%
TECHNOLOGY · Cap: $122.14B
ORCL
Oracle Corporation
$147.02
+2.47%
TECHNOLOGY · Cap: $419.80B
Smart Verdict
WallStSmart Research — data-driven comparison
Oracle Corporation generates 357% more annual revenue ($67.36B vs $14.73B). ORCL leads profitability with a 25.4% profit margin vs 11.3%. ORCL appears more attractively valued with a PEG of 0.73. ORCL earns a higher WallStSmart Score of 76/100 (B+).
NOW
Hold49
out of 100
Grade: D+
ORCL
Strong Buy76
out of 100
Grade: B+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+81.5%
Fair Value
$634.69
Current Price
$124.88
$509.81 discount
Margin of Safety
-37.5%
Fair Value
$105.05
Current Price
$147.02
$41.97 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Growing faster than its price suggests
Revenue surging 24.0% year-over-year
Mega-cap, among the largest globally
Every $100 of equity generates 40 in profit
Strong operational efficiency at 36.2%
Keeps 25 of every $100 in revenue as profit
Growing faster than its price suggests
Revenue surging 20.6% year-over-year
Areas to Watch
Trading at 10.3x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Trading at 11.3x book value
Weak financial health signals
Negative free cash flow — burning cash
Distress zone — elevated risk
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, PEG Ratio, Revenue Growth. Revenue growth of 24.0% demonstrates continued momentum. PEG of 0.99 suggests the stock is reasonably priced for its growth.
Bull Case : ORCL
The strongest argument for ORCL centers on Market Cap, Return on Equity, Operating Margin. Profitability is solid with margins at 25.4% and operating margin at 36.2%. Revenue growth of 20.6% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 72.0x leaves little room for execution misses.
Bear Case : ORCL
The primary concerns for ORCL are Price/Book, Piotroski F-Score, Free Cash Flow. Debt-to-equity of 3.67 is elevated, increasing financial risk.
Key Dynamics to Monitor
ORCL carries more volatility with a beta of 1.72 — 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.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
ORCL scores higher overall (76/100 vs 49/100), backed by strong 25.4% margins and 20.6% revenue growth. NOW offers better value entry with a 81.5% margin of safety. Both earn "Strong Buy" 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.
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.
Oracle Corporation
TECHNOLOGY · SOFTWARE - INFRASTRUCTURE · USA
Oracle is an American multinational computer technology corporation headquartered in Austin, Texas. The company was formerly headquartered in Redwood Shores, California until December 2020 when it moved its headquarters to Texas. The company sells database software and technology, cloud engineered systems, and enterprise software products, particularly its own brands of database management systems.
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