ServiceNow Inc (NOW)vsSmith Micro Software Inc (SMSI)
NOW
ServiceNow Inc
$112.45
+1.96%
TECHNOLOGY · Cap: $131.65B
SMSI
Smith Micro Software Inc
$0.81
+0.25%
TECHNOLOGY · Cap: $23.26M
Smart Verdict
WallStSmart Research — data-driven comparison
ServiceNow Inc generates 82197% more annual revenue ($13.96B vs $16.96M). NOW leads profitability with a 12.6% profit margin vs -165.3%. SMSI appears more attractively valued with a PEG of 1.25. NOW earns a higher WallStSmart Score of 54/100 (C-).
NOW
Buy54
out of 100
Grade: C-
SMSI
Avoid32
out of 100
Grade: F
Intrinsic Value Comparison
Multi-model valuation · Graham Formula
Margin of Safety
+82.6%
Fair Value
$613.35
Current Price
$112.45
$500.90 discount
Intrinsic value data unavailable for SMSI.
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
Reasonable price relative to book value
Conservative balance sheet, low leverage
Areas to Watch
Trading at 9.9x book value
2.3% earnings growth
Distress zone — elevated risk
Weak financial health signals
Smaller company, higher risk/reward
Weak financial health signals
ROE of -102.2% — below average capital efficiency
Revenue declined 8.7%
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 : SMSI
The strongest argument for SMSI centers on Price/Book, Debt/Equity. PEG of 1.25 suggests the stock is reasonably priced for its growth.
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 : SMSI
The primary concerns for SMSI are Market Cap, Piotroski F-Score, Return on Equity.
Key Dynamics to Monitor
NOW profiles as a growth stock while SMSI is a turnaround 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
NOW scores higher overall (54/100 vs 32/100) and 22.1% revenue growth. 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.
Smith Micro Software Inc
TECHNOLOGY · SOFTWARE - APPLICATION · USA
Smith Micro Software, Inc. develops and sells software to enhance the mobile experience to cable and wireless service providers worldwide. The company is headquartered in Pittsburgh, Pennsylvania.
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