ServiceNow Inc (NOW)vsRoper Technologies Inc (ROP)
NOW
ServiceNow Inc
$112.45
+1.96%
TECHNOLOGY · Cap: $131.65B
ROP
Roper Technologies Inc
$332.18
+0.11%
TECHNOLOGY · Cap: $33.80B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 72% more annual revenue ($13.96B vs $8.12B). ROP leads profitability with a 21.1% profit margin vs 12.6%. NOW appears more attractively valued with a PEG of 1.32. ROP earns a higher WallStSmart Score of 74/100 (B).
NOW
Buy54
out of 100
Grade: C-
ROP
Strong Buy74
out of 100
Grade: B
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
-10.6%
Fair Value
$301.78
Current Price
$332.18
$30.40 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
Earnings expanding 59.2% YoY
Keeps 21 of every $100 in revenue as profit
Reasonable price relative to book value
Strong operational efficiency at 27.2%
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Grey zone — moderate risk
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 : ROP
The strongest argument for ROP centers on EPS Growth, Profit Margin, Price/Book. Profitability is solid with margins at 21.1% and operating margin at 27.2%. Revenue growth of 11.3% 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 : ROP
The primary concerns for ROP are Altman Z-Score.
Key Dynamics to Monitor
NOW profiles as a growth stock while ROP is a mature play — different risk/reward profiles.
NOW carries more volatility with a beta of 0.82 — 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.
Bottom Line
ROP scores higher overall (74/100 vs 54/100), backed by strong 21.1% margins and 11.3% revenue growth. NOW offers better value entry with a 82.6% margin of safety. 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.
Roper Technologies Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Roper Technologies, Inc. (formerly Roper Industries, Inc.) is an American diversified industrial company that produces engineered products for global niche markets. The company is headquartered in Sarasota, Florida.
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