WallStSmart

ServiceNow Inc (NOW)vsPTC Inc (PTC)

VS

Smart Verdict

WallStSmart Research — data-driven comparison

ServiceNow Inc generates 364% more annual revenue ($13.28B vs $2.86B). PTC leads profitability with a 28.6% profit margin vs 13.2%. NOW appears more attractively valued with a PEG of 1.06. PTC earns a higher WallStSmart Score of 77/100 (B+).

NOW

Buy

56

out of 100

Grade: C

Growth: 7.3Profit: 7.0Value: 4.7Quality: 3.8
Piotroski: 1/9Altman Z: 1.65

PTC

Strong Buy

77

out of 100

Grade: B+

Growth: 8.7Profit: 9.0Value: 10.0Quality: 6.3
Piotroski: 6/9Altman Z: 2.20
IV

Intrinsic Value Comparison

Multi-model valuation · Graham Formula

NOWSignificantly Overvalued (-404.2%)

Margin of Safety

-404.2%

Fair Value

$20.44

Current Price

$103.06

$82.62 premium

UndervaluedFair: $20.44Overvalued
PTCUndervalued (+51.0%)

Margin of Safety

+51.0%

Fair Value

$317.77

Current Price

$143.56

$174.21 discount

UndervaluedFair: $317.77Overvalued

Key Strengths & Concerns

Side-by-side fundamental analysis

Key Strengths

NOW3 strengths · Avg: 8.3/10
Market CapQuality
$110.42B9/10

Large-cap with strong market position

Revenue GrowthGrowth
20.7%8/10

Revenue surging 20.7% year-over-year

Free Cash FlowQuality
$2.00B8/10

Generating 2.0B in free cash flow

PTC5 strengths · Avg: 9.2/10
Operating MarginProfitability
33.8%10/10

Strong operational efficiency at 33.8%

EPS GrowthGrowth
104.4%10/10

Earnings expanding 104.4% YoY

Return on EquityProfitability
23.1%9/10

Every $100 of equity generates 23 in profit

Profit MarginProfitability
28.6%9/10

Keeps 29 of every $100 in revenue as profit

Revenue GrowthGrowth
21.4%8/10

Revenue surging 21.4% year-over-year

Areas to Watch

NOW4 concerns · Avg: 3.8/10
Price/BookValuation
8.3x4/10

Trading at 8.3x book value

EPS GrowthGrowth
3.4%4/10

3.4% earnings growth

Altman Z-ScoreHealth
1.654/10

Distress zone — elevated risk

Piotroski F-ScoreQuality
1/93/10

Weak financial health signals

PTC1 concerns · Avg: 4.0/10
PEG RatioValuation
1.544/10

Expensive relative to growth rate

Comparative Analysis Report

WallStSmart Research

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.

Bull Case : PTC

The strongest argument for PTC centers on Operating Margin, EPS Growth, Return on Equity. Profitability is solid with margins at 28.6% and operating margin at 33.8%. Revenue growth of 21.4% demonstrates continued momentum.

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.

Bear Case : PTC

The primary concerns for PTC are PEG Ratio.

Key Dynamics to Monitor

PTC carries more volatility with a beta of 1.04 — expect wider price swings.

PTC is growing revenue faster at 21.4% — sustainability is the question.

NOW generates stronger free cash flow (2.0B), providing more financial flexibility.

Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.

Bottom Line

PTC scores higher overall (77/100 vs 56/100), backed by strong 28.6% margins and 21.4% revenue growth. 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.

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.

Want to dig deeper into these stocks?