ServiceNow Inc (NOW)vsPTC Inc (PTC)
NOW
ServiceNow Inc
$115.76
-4.92%
TECHNOLOGY · Cap: $98.45B
PTC
PTC Inc
$132.46
+3.88%
TECHNOLOGY · Cap: $14.37B
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%. NOW appears more attractively valued with a PEG of 0.89. PTC earns a higher WallStSmart Score of 80/100 (A-).
NOW
Buy59
out of 100
Grade: C
PTC
Exceptional Buy80
out of 100
Grade: A-
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
-68.7%
Fair Value
$92.25
Current Price
$132.46
$40.21 premium
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
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
Revenue surging 21.7% year-over-year
Areas to Watch
Trading at 10.2x 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, 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 : 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 60.4x 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 0.99 — 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
PTC scores higher overall (80/100 vs 59/100), backed by strong 41.6% margins and 21.7% revenue growth. NOW offers better value entry with a 80.8% 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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