ServiceNow Inc (NOW)vsProcore Technologies Inc (PCOR)
NOW
ServiceNow Inc
$115.76
-4.92%
TECHNOLOGY · Cap: $98.45B
PCOR
Procore Technologies Inc
$53.79
+7.24%
TECHNOLOGY · Cap: $6.93B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 918% more annual revenue ($13.96B vs $1.37B). NOW leads profitability with a 12.6% profit margin vs -5.6%. NOW earns a higher WallStSmart Score of 59/100 (C).
NOW
Buy59
out of 100
Grade: C
PCOR
Avoid28
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+80.8%
Fair Value
$602.92
Current Price
$115.76
$487.16 discount
Margin of Safety
+39.3%
Fair Value
$80.11
Current Price
$53.79
$26.32 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 22.1% year-over-year
Conservative balance sheet, low leverage
15.7% revenue growth
Areas to Watch
Trading at 10.2x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
0.0% earnings growth
Weak financial health signals
ROE of -6.4% — below average capital efficiency
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 22.1% demonstrates continued momentum. PEG of 0.89 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 15.7% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 60.4x leaves little room for execution misses.
Bear Case : PCOR
The primary concerns for PCOR are EPS Growth, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
NOW carries more volatility with a beta of 0.96 — expect wider price swings.
NOW is growing revenue faster at 22.1% — 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 (59/100 vs 28/100) and 22.1% revenue growth. PCOR offers better value entry with a 39.3% margin of safety. 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.
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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