ServiceNow Inc (NOW)vsRoper Technologies Inc (ROP)
NOW
ServiceNow Inc
$103.06
-1.52%
TECHNOLOGY · Cap: $110.42B
ROP
Roper Technologies Inc
$346.72
+0.23%
TECHNOLOGY · Cap: $37.24B
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 68% more annual revenue ($13.28B vs $7.90B). ROP leads profitability with a 19.4% profit margin vs 13.2%. NOW appears more attractively valued with a PEG of 1.06. ROP earns a higher WallStSmart Score of 58/100 (C).
NOW
Buy56
out of 100
Grade: C
ROP
Buy58
out of 100
Grade: C
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
-404.2%
Fair Value
$20.44
Current Price
$103.06
$82.62 premium
Margin of Safety
-246.2%
Fair Value
$96.42
Current Price
$346.72
$250.30 premium
Key Strengths & Concerns
Side-by-side fundamental analysis
Key Strengths
Large-cap with strong market position
Revenue surging 20.7% year-over-year
Generating 2.0B in free cash flow
Reasonable price relative to book value
Strong operational efficiency at 28.6%
Areas to Watch
Trading at 8.3x book value
3.4% earnings growth
Distress zone — elevated risk
Weak financial health signals
Expensive relative to growth rate
Grey zone — moderate risk
ROE of 7.9% — below average capital efficiency
Earnings declined 7.3%
Comparative Analysis Report
WallStSmart ResearchBull 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 : ROP
The strongest argument for ROP centers on Price/Book, Operating Margin. Profitability is solid with margins at 19.4% and operating margin at 28.6%.
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 : ROP
The primary concerns for ROP are PEG Ratio, Altman Z-Score, Return on Equity.
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 1.02 — expect wider price swings.
NOW is growing revenue faster at 20.7% — sustainability is the question.
NOW generates stronger free cash flow (2.0B), providing more financial flexibility.
Bottom Line
ROP scores higher overall (58/100 vs 56/100), backed by strong 19.4% margins. Both earn "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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