ServiceNow Inc (NOW)vsPubmatic Inc (PUBM)
NOW
ServiceNow Inc
$115.76
-4.92%
TECHNOLOGY · Cap: $98.45B
PUBM
Pubmatic Inc
$13.10
+0.54%
TECHNOLOGY · Cap: $608.41M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 4856% more annual revenue ($13.96B vs $281.67M). NOW leads profitability with a 12.6% profit margin vs -6.2%. NOW appears more attractively valued with a PEG of 0.89. NOW earns a higher WallStSmart Score of 59/100 (C).
NOW
Buy59
out of 100
Grade: C
PUBM
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
+61.3%
Fair Value
$16.98
Current Price
$13.10
$3.88 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
Reasonable price relative to book value
Areas to Watch
Trading at 10.2x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Smaller company, higher risk/reward
Expensive relative to growth rate
ROE of -7.0% — below average capital efficiency
Revenue declined 2.0%
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 : PUBM
The strongest argument for PUBM centers on Debt/Equity, Price/Book.
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 : PUBM
The primary concerns for PUBM are Market Cap, PEG Ratio, Return on Equity.
Key Dynamics to Monitor
NOW profiles as a growth stock while PUBM is a turnaround play — different risk/reward profiles.
PUBM carries more volatility with a beta of 1.51 — 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.
Bottom Line
NOW scores higher overall (59/100 vs 28/100) and 22.1% revenue growth. PUBM offers better value entry with a 61.3% 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.
Pubmatic Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
PubMatic, Inc. provides a cloud infrastructure platform that enables real-time programmatic ad transactions for Internet content creators and advertisers around the world. The company is headquartered in Redwood City, California.
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