ServiceNow Inc (NOW)vsProcore Technologies Inc (PCOR)
NOW
ServiceNow Inc
$132.53
+1.04%
TECHNOLOGY · Cap: $137.02B
PCOR
Procore Technologies Inc
$53.26
+0.09%
TECHNOLOGY · Cap: $8.54B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 936% more annual revenue ($14.73B vs $1.42B). NOW leads profitability with a 11.3% profit margin vs -2.7%. NOW earns a higher WallStSmart Score of 49/100 (D+).
NOW
Hold49
out of 100
Grade: D+
PCOR
Avoid29
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+78.9%
Fair Value
$626.98
Current Price
$132.53
$494.45 discount
Margin of Safety
+40.1%
Fair Value
$81.26
Current Price
$53.26
$28.00 discount
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
Conservative balance sheet, low leverage
15.8% revenue growth
Areas to Watch
Trading at 10.9x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
0.0% earnings growth
Operating margin of 2.3%
Weak financial health signals
ROE of -6.4% — below average capital efficiency
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 0.95 suggests the stock is reasonably priced for its growth.
Bull Case : PCOR
The strongest argument for PCOR centers on Debt/Equity, Revenue Growth. Revenue growth of 15.8% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, Altman Z-Score, Operating Margin. A P/E of 81.8x leaves little room for execution misses.
Bear Case : PCOR
The primary concerns for PCOR are EPS Growth, Operating Margin, Piotroski F-Score.
Key Dynamics to Monitor
NOW carries more volatility with a beta of 0.97 — 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
NOW scores higher overall (49/100 vs 29/100) and 24.0% revenue growth. PCOR offers better value entry with a 40.1% margin of safety. Both earn "Hold" 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.
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.
Procore Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Procore Technologies, Inc. provides a cloud-based construction management platform and related software products. The company is headquartered in Carpinteria, California.
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