ServiceNow Inc (NOW)vsPTC Inc (PTC)
NOW
ServiceNow Inc
$154.78
-3.00%
TECHNOLOGY · Cap: $146.78B
PTC
PTC Inc
$194.97
+0.18%
TECHNOLOGY · Cap: $20.96B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 399% more annual revenue ($14.73B vs $2.95B). PTC leads profitability with a 41.4% profit margin vs 11.3%. NOW appears more attractively valued with a PEG of 1.01. PTC earns a higher WallStSmart Score of 60/100 (C+).
NOW
Hold47
out of 100
Grade: D+
PTC
Buy60
out of 100
Grade: C+
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+74.4%
Fair Value
$617.23
Current Price
$154.78
$462.45 discount
Margin of Safety
-59.3%
Fair Value
$97.70
Current Price
$194.97
$97.27 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 24.0% year-over-year
Every $100 of equity generates 35 in profit
Keeps 41 of every $100 in revenue as profit
Strong operational efficiency at 28.2%
Areas to Watch
Trading at 12.8x book value
Distress zone — elevated risk
Operating margin of 4.1%
Weak financial health signals
Revenue declined 6.8%
Earnings declined 12.0%
Comparative Analysis Report
WallStSmart ResearchBull 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.
Bull Case : PTC
The strongest argument for PTC centers on Return on Equity, Profit Margin, Operating Margin. Profitability is solid with margins at 41.4% and operating margin at 28.2%. PEG of 1.31 suggests the stock is reasonably priced for its growth.
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.
Bear Case : PTC
The primary concerns for PTC are Revenue Growth, EPS Growth.
Key Dynamics to Monitor
NOW profiles as a growth stock while PTC is a declining play — different risk/reward profiles.
PTC carries more volatility with a beta of 0.99 — 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
PTC scores higher overall (60/100 vs 47/100), backed by strong 41.4% margins. NOW offers better value entry with a 74.4% margin of safety. Both earn "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.
PTC Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PTC Inc. is an American computer software and services company founded in 1985 and headquartered in Boston, Massachusetts.
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