ServiceNow Inc (NOW)vsPTC Inc (PTC)
NOW
ServiceNow Inc
$112.45
-0.90%
TECHNOLOGY · Cap: $131.65B
PTC
PTC Inc
$137.00
-1.29%
TECHNOLOGY · Cap: $13.13B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 366% more annual revenue ($13.96B vs $3.00B). PTC leads profitability with a 41.6% profit margin vs 12.6%. PTC appears more attractively valued with a PEG of 0.93. PTC earns a higher WallStSmart Score of 82/100 (A-).
NOW
Buy54
out of 100
Grade: C-
PTC
Exceptional Buy82
out of 100
Grade: A-
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Margin of Safety
-68.9%
Fair Value
$92.13
Current Price
$137.00
$44.87 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Conservative balance sheet, low leverage
Revenue surging 22.1% year-over-year
Generating 1.5B in free cash flow
Attractively priced relative to earnings
Every $100 of equity generates 32 in profit
Keeps 42 of every $100 in revenue as profit
Strong operational efficiency at 41.6%
Earnings expanding 268.9% YoY
Growing faster than its price suggests
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
No major concerns identified
Comparative Analysis Report
WallStSmart ResearchBull Case : NOW
The strongest argument for NOW centers on Market Cap, Debt/Equity, Revenue Growth. Revenue growth of 22.1% demonstrates continued momentum. PEG of 1.32 suggests the stock is reasonably priced for its growth.
Bull Case : PTC
The strongest argument for PTC centers on P/E Ratio, Return on Equity, Profit Margin. Profitability is solid with margins at 41.6% and operating margin at 41.6%. Revenue growth of 21.7% demonstrates continued momentum.
Bear Case : NOW
The primary concerns for NOW are Price/Book, EPS Growth, Altman Z-Score. A P/E of 76.0x leaves little room for execution misses.
Bear Case : PTC
No major red flags identified for PTC, but monitor valuation.
Key Dynamics to Monitor
PTC carries more volatility with a beta of 0.97 — expect wider price swings.
NOW is growing revenue faster at 22.1% — sustainability is the question.
NOW generates stronger free cash flow (1.5B), providing more financial flexibility.
Monitor SOFTWARE - APPLICATION industry trends, competitive dynamics, and regulatory changes.
Bottom Line
PTC scores higher overall (82/100 vs 54/100), backed by strong 41.6% margins and 21.7% revenue growth. NOW offers better value entry with a 82.6% margin of safety. Both earn "Exceptional 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.
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